Senior Tax Preparer

Financial Advisors Network, Inc. • Tustin, CA, US • 3w ago

Financial Advisors Network, Inc. (FAN) is a fast-growing full-service financial planning firm established in 1999. It specializes in tax integration relating to wealth management in the retirement planning process. FAN is a comprehensive independent RIA providing tailored financial retirement services to its multi-state client base of more than 750 households with an average AUM of $1 million per household.

FAN aspires to continue its growth and attain $1 billion under management within the next few years. Our highly integrated team of advisory CFP® professionals follow a fiduciary model and refers tax planning and preparation services to our strategic business entity, FAN Tax Planning Group. We are seeking to add another accountant to our team at Financial Advisors Network, Inc. to help accommodate growth.

We are a small group of 21 team members that enjoy interacting with each other and our clients by following our five Core Values (Timely, Thorough, Transparent, Team, and Integrity). We rely upon existing client referrals and targeted retirement planning courses for growth. Tax integration is a selling point in our service offerings. We have a business model that is much more consultative in nature than our competitors and situational tax planning plays a key role in converting prospects.

The service integration we provide includes:

Tax Planning
Investment Planning
Retirement Planning
Estate Planning
Risk Management
Institutional Employer Plan Management

We take a comprehensive approach to financial planning which incentivizes our team to provide exceptional service to our client households. Financial Advisors Network, Inc. has created an internal Strategic Alliance Network (one-stop shop) for clients to handle most of their retirement, financial, and tax planning needs. We want to make the client service process simple in a single convenient location for clients. As our new Senior Tax Preparer, you would be a critical component in meeting our tax integration objectives for client households, CFP®, and FAN Paraplanners.

Compensation Range:

Full-time: $80,000 - $90,000
If you pass the Series 65 exam, you can earn additional bonuses if you bring new clients to the financial planning business

Job Duties

Role can also be seasonal for adjusted compensation if candidate prefers
Prepare and sign individual (1040) tax returns for clients (estimating about 180 easy to medium complexity tax returns per year; pay may increase depending on the number of returns completed)
Prepare tax projections to assist with year-end tax planning (estimating about 110 tax projections per year; pay may increase depending on the amount of projections completed)
Meet with clients (average meeting will be about 30 minutes) to walk them through their tax returns and tax projections
Ability to commute to Tustin, CA as needed (hybrid work will be available)
Answer general tax questions for clients through-out the year
Work with the IRS or relevant state authorities to resolve tax notices and other tax issues for relevant tax years
Assist Tax Director with more complex projects as needed
Stay up to date on tax law changes and can communicate the effects of the law changes to clients
Hours from early February to mid-April will be high for tax prep season, and hours from mid-August to mid-December will be moderately high for tax projection season

Required Experience

3+ years of tax preparation experience primarily for individual clients
EA or CPA (or working towards either)
PTIN for filing tax returns
Ability to effectively communicate tax concepts in layman terms
Intermediate to advanced Excel skills

Preferred Experience

Experience working at H&R Block, Jackson Hewitt, or Liberty Tax is a huge plus, as we do a lot of tax return meetings in the Spring (similar to those companies)
Familiarity with UltraTax and QuickBooks software
Bachelors/Associate/Certificate in Accounting

Technical Skills

Ability to quickly learn and adapt to new systems and technology

Dress Code

Business casual

Additional Information

This position involves working with sensitive client information thus confidentiality and attention to detail is required. Applicants will not use any client information beyond the scope of their duties while working for Financial Advisors Network Tax Planning Group.

Working Hours