Tax Preparer/CPA - San Jose, CA

Advisor Talent Solutions•San Jose, CA

6d•Onsite

About The Position

NIM Retirement Group is a retirement-focused financial planning firm in San Jose, California, seeking an experienced, client-focused Tax Preparer/CPA. The role supports comprehensive wealth management and retirement planning by providing tax preparation, tax planning, and strategic guidance to clients. The position combines tax compliance, advanced planning and modeling, client communication, and collaboration with financial advisors and outside specialists. The successful candidate will help clients make informed decisions in support of their long-term goals and provide attentive, personalized service.

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 proficiency and confidence working across platforms and operating systems, including Microsoft Office Suite, specifically Excel.
Strong analytical, organizational, and communication skills.
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 when 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 required 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, advanced strategies for high-net-worth clients, and legislative changes.
Identify tax efficiencies, compare alternatives, assess legal requirements and risks, and turn 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; apply strategies and quantify outcomes.
Convert recommendations into implementation plans, manage deadlines, track deliverables, address obstacles, and follow through.
Collaborate with advisors, tax professionals, and external specialists to integrate tax strategies into comprehensive financial plans.
Meet with clients to explain tax findings, provide recommendations, and support year-round reviews and personalized service.
Coordinate, develop, and deliver tax workshops, seminars, and presentations, including leading and presenting to existing clients and prospects.
Improve research methods, workflows, and efficiency.