Overview:
An experienced tax professional with over 10 years in public accounting, specializing in compliance and planning for high-net-worth individuals, trusts, and closely held businesses. Career includes senior roles at both mid-sized and boutique firms, with additional experience in accounting, payroll, and business advisory. Passed all CPA exams and holds an active EA license; working toward finalizing California CPA license. Currently commuting two hours each and seeking a fully remote or hybrid opportunity to improve work-life balance.
Client Industries:
High-net-worth individuals (assets $1M+), trusts, partnerships, S corps, C corps. Industry exposure includes real estate, wholesale, retail, restaurants, e-commerce, and professional services.
Splits:
50/50 individuals and business. Mix includes complex returns, IRS representation, and multi-state/international filings.
Qualifications:
EA license (active). CPA exams passed, awaiting CA license.
Salary Expectations:
$160K–$175K
Location / Work Schedule:
Based in The Bay Area seeking remote or hybrid role.
Notice and Job Search Status:
Actively exploring opportunities due to commute demands and seeking clearer work-life balance. Open to discussions now.