Overview:
A CPA with over 10 years of public accounting experience, specializing in high-net-worth individuals, equity compensation (ISO, NQ, RSU), partnerships, closely held businesses, and real estate. Has held progressive Tax Manager roles with responsibility for preparation, review, client management, training, and staff development. Currently seeking a long-term opportunity with a mid-sized or boutique firm offering strong culture, balance, and potential for leadership.
Client Industries:
High-net-worth individuals, family partnerships, closely held businesses, S corps, C corps, LLCs, trusts, estates, and real estate entities.
Splits:
Experience across both individual and business taxation; seeking a balanced mix moving forward.
Qualifications:
CPA.
Salary Expectations:
$150K
Location:
Based in the great Sacramento area.
Notice and Job Search Status:
Actively seeking a stable environment with long-term growth potential.
