Browse
···
Log in / Register

Partnership Opportunity for CPA

Negotiable Salary

12 Alta Vista Way, San Rafael, CA 94901, USA

Favourites
Share

Description

Job Description: Partnership Opportunity for CPA with business management and tax experience. Location: San Rafael, CA (not remote) We are Zeisler, Zeisler, Rawson & Johnson LLP, a CPA firm providing services to musicians, entertainers, professional athletes, entrepreneurs, individuals, and small business owners. We are seeking a well-rounded individual with solid experience who can step into a very important role at our firm. You should possess excellent technical skills as well as the ability to effectively manage the client relationships that are so important to our success. This position is ideal for a person with drive and ambition looking for a fantastic partnership opportunity. This is an in-office position, at our San Rafael (San Francisco Bay Area) office, as you will work closely supervising, directing, assisting, and managing other members of the team. Job Duties: • Oversee all aspects of client engagements, including the ability to interact and effectively manage communication with clients (written, verbal, and in person) • Oversee all aspects of business management engagements, including cash receipts and disbursements, cash flow reporting and cash planning, tour accounting including budgets, tour reporting, royalty accounting and analysis, payroll, management and other commission calculations, insurance, band profit splits, estate planning • Review and prepare individual, corporate, partnership tax returns, (with a limited number of trust and non-profit returns). • Ability to identify, analyze, and resolve issues (tax and financial), perform research, demonstrate critical thinking necessary to implement advice and planning • Review and respond to IRS and state & local tax notices, audits • Perform and supervise accounting write-up/prepared financial statements • Comprehensive year-end tax planning • Manage multiple priorities, clients, and deadlines • Supervise, train, and review work of other team members Qualifications: • Current CPA license • Strong grasp of accounting, general ledger, and financial statement concepts • Current CPA firm experience, ideally with a business management or family office type firm. 5-10 years recent experience preferred. • In depth knowledge and experience with tax return concepts for Individuals, S Corporations, C Corporations, LLC’s, Partnership’s • Experience with tax audits and reviewing and responding to notices • Strong software skills, including proficiency in Excel, CCH ProSystem (preferred) or Axcess What We Offer: • For those on partner track: competitive compensation, commensurate with your performance • For salaried employees: market/competitive salary, performance bonuses, 401K with company contribution, paid time off, company paid health benefits, paid CPE time off, paid parking, flexible schedule, free/reimbursed concert tickets, very busy schedule with room for growth, supportive, professional and casual work environment If this position meets your career goals and objectives please reply with a resume and cover letter telling us about you and your interest in the position. Our compensation is competitive with the market. Reply to this ad or to resume@zzrjllp.com.

Source:  craigslist View Original Post

Location
12 Alta Vista Way, San Rafael, CA 94901, USA
Show Map

craigslist

You may also like

The Symicor Group
Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 3282
Deerfield, IL, USA
Commercial Portfolio Manager – To $140K – Deerfield, IL – Job # 3282 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Deerfield, IL area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $140K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com
$140,000
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.