Career Opportunities

Now Hiring: Tax Advisor, Seasonal 2022

Tax Advisor, Seasonal 2022

Montgomery Taylor, CPA, is seeking experienced seasonal Tax Advisor to join our team for the 2022 tax season (January – April 2022).

Montgomery Taylor, CPA is the tax services branch of Montgomery Taylor Wealth Management, Santa Rosa-based firm serving the greater Sonoma County area. Our team of financial advisors, certified public accountants and estate planning attorneys provide integrated financial advice to simplify our clients’ life and maximize their opportunities.

Primary Responsibilities:

  • Prepare and review individual, fiduciary, C corporation, S corporation, and partnership income tax returns
  • Assist business clients with year-end adjustments and informational reporting (forms 1099, business personal property declarations)
  • Assists with customized tax advisory services and work closely with other tax team members to identify and research complex tax issues
  • Maintain strong relationships with clients through ongoing communication and exceptional service
  • Performs other duties as assigned

Qualifications

  • 3-5 years of experience in public accounting, preferably tax
  • CPA, EA, MS Tax, or equivalent experience
  • Experience with Lacerte is a plus

Compensation 

Hourly rate is commensurate with experience

For more information about our company, please visit our website www.MontgomeryTaylorWealth.com 

If you’re interested in this opportunity, please send your resume and letter of interest to Rachel@MontgomeryTaylorWealth.com.