3 jobs found in newport beach

Tax Associate We are seeking a Tax Associate to join our team in Newport Beach, CA. In this role, you'll be instrumental in delivering tax services to our ultra-high-net-worth clients. Nestled in the heart of coastal Orange County, our Newport Beach office offers a vibrant, collaborative environment where your expertise will directly contribute to preserving legacies and simplifying lives. If you're looking to grow with a firm that values excellence and client service, we want to hear from you. Key Responsibilities: Prepare individual, trust, estate, gift, foundation, and business tax returns Review tax source documents and OCR data for accuracy Conduct tax research to support planning and compliance Assist with handling Federal and State tax notices Analyze client tax data to optimize outcomes Qualifications: At least 1-3 years of experience with: Preparing individual, trust, and business tax returns Using tax software such as CCH Axcess Working in...

Position: Assistant Controller or Accounting Manager Location: Newport Beach, CA (Candidates must reside within the Orange County area) About Us: NOW CFO, established in 2005, is a “roll-up our sleeves” full service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. Our employees are skilled professionals who fix the accounting and finance problems all companies face. We are seeking a full-time Assistant Controller to become a permanent member of our Orange County team! You will be responsible for the accounting functions for a handful of our clients throughout the Orange County area. Key Responsibilities: Manage all accounting operations, including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting, and Revenue Recognition. Establish and enforce proper accounting methods, policies, and principles. Support month-end and year-end close processes. Standardize and maintain a system of...

Tax Associate We are seeking a Tax Associate to join our team in Newport Beach, CA. In this role, you'll be instrumental in delivering tax services to our ultra-high-net-worth clients. Nestled in the heart of coastal Orange County, our Newport Beach office offers a vibrant, collaborative environment where your expertise will directly contribute to preserving legacies and simplifying lives. If you're looking to grow with a firm that values excellence and client service, we want to hear from you. Key Responsibilities: Prepare individual, trust, estate, gift, foundation, and business tax returns Review tax source documents and OCR data for accuracy Conduct tax research to support planning and compliance Assist with handling Federal and State tax notices Analyze client tax data to optimize outcomes Qualifications: At least 1-3 years of experience with: Preparing individual, trust, and business tax returns Using tax software such as CCH Axcess Working in...