Tax Preparer/CPA - San Jose, CA

Advisor Talent Solutions•San Jose, CA

7d•$120,000 - $350,000•Onsite

About The Position

NIM Retirement Group is seeking an experienced, client-focused Tax Preparer/CPA to join its financial planning team in San Jose, California. The position supports comprehensive wealth management and retirement planning by providing tax preparation, tax planning, and strategic guidance to clients. The successful candidate will help clients make informed financial decisions aligned with their long-term goals while maintaining current knowledge of tax regulations. The role covers federal and state individual and applicable LLC tax returns, tax research and advanced planning, retirement tax projections, and communication with clients and other professionals. It also involves preparing client-ready reports, coordinating implementation of recommendations, supporting year-round client reviews, and leading tax workshops and seminars. The position is in office Monday through Friday, 8:30 a.m. to 5:30 p.m.; some evenings and weekends are required each month for client visits, conferences, and training.

Requirements

At least 1 year of experience in accounting, finance, taxation, or a related field.
Experience preparing individual tax returns.
Strong knowledge of federal and state tax regulations.
Proficiency with tax preparation and accounting software.
Strong analytical, organizational, and communication skills.
Confidence working across platforms and operating systems, including Microsoft Office Suite, particularly Excel.
Willingness to speak publicly and lead seminars and workshops.
Ability to build trust-based client relationships through attentive, personalized service and guidance.
Self-starter who takes initiative and works well independently.
Strong integrity and commitment to ethical conduct, particularly in handling confidential client information and financial matters.

Nice To Haves

Bachelor’s degree preferred.
Active CPA license or Enrolled Agent (EA) designation preferred.
Client-facing and public-speaking experience preferred.
Advanced or high-net-worth tax planning experience is a plus.
Excellent research, analysis, organization, communication, ethics, and confidentiality.

Responsibilities

Prepare, review, and file federal and state individual and applicable LLC tax returns accurately and by applicable deadlines.
Collect, scan, organize, and analyze tax documents; identify discrepancies and opportunities; and maintain compliant records.
Plan estimated tax payments, resolve tax issues, and handle IRS and state correspondence and authorized representation.
Research federal and state tax laws and advanced strategies for high-net-worth clients, and monitor legislative changes.
Identify tax efficiencies, compare alternatives, assess legal requirements and risks, and translate complex tax codes into actionable recommendations.
Prepare and present tax forecasts, projections, scenario comparisons, financial models, and client-ready reports.
Build multi-year retirement tax projections covering income, investments, distributions, and future liabilities; incorporate strategies and quantify outcomes.
Turn recommendations into implementation plans, manage deadlines, track deliverables, overcome obstacles, and follow through.
Collaborate with advisors, tax professionals, and external specialists to integrate strategies into comprehensive financial plans.
Meet with clients, explain tax findings, provide recommendations, and support year-round reviews and personalized service.
Coordinate, develop, and deliver tax workshops, seminars, and presentations for existing clients and prospects.
Improve research methods, workflows, and efficiency.