Certified Public Accountant (CPA) - Tax & Business Advisory

Herbert Financial Group

Monrovia, CA, USA

Published: 6/14/2022

Full Time

Job Description

Herbert Financial Group is seeking a Certified Public Accountant (CPA) to join our growing team. This position is ideal for a professional who wants to work in a dynamic environment serving small to large business owners, providing high-level tax preparation, tax strategy, and financial guidance.

The CPA will play a key role in helping clients optimize their financial structure, remain compliant, and make informed decisions that support long-term growth. This role offers the opportunity to work with a diverse client portfolio across multiple industries while collaborating with a team focused on efficiency, organization, and high performance.

Responsibilities include:

Prepare and review individual and business tax returns
Provide proactive tax planning and strategy for business clients
Ensure compliance with federal and state tax regulations
Analyze financial information to identify opportunities for optimization
Collaborate with accounting and advisory teams to improve client outcomes
Maintain accurate documentation and follow internal workflow processes
Communicate professionally with clients to clarify financial information
Support process improvement initiatives to increase efficiency and productivity

We are looking for a CPA who values professionalism, attention to detail, and continuous improvement, and who is motivated to contribute to a structured and growth-oriented organization.

Company DescriptionHerbert Financial Group is a growing financial services firm specializing in accounting, tax preparation, and financial solutions for individuals and business owners across the United States.

Our company is built on professionalism, efficiency, and strong client relationships. We focus on delivering clear guidance and reliable support so our clients can make confident financial decisions.

We are currently expanding our team and creating structured career opportunities for individuals who want to grow in a professional environment. At Herbert Financial Group, team members receive training, support, and the opportunity to develop valuable skills within the financial services industry.

Our culture values responsibility, continuous learning, and teamwork. We believe that when processes are clear and people are supported, both employees and clients benefit.

Join a company that is growing and committed to building a strong, professional team focused on long-term success.

Company Description

Herbert Financial Group is a growing financial services firm specializing in accounting, tax preparation, and financial solutions for individuals and business owners across the United States.\r\n\r\nOur company is built on professionalism, efficiency, and strong client relationships. We focus on delivering clear guidance and reliable support so our clients can make confident financial decisions.\r\n\r\nWe are currently expanding our team and creating structured career opportunities for individuals who want to grow in a professional environment. At Herbert Financial Group, team members receive training, support, and the opportunity to develop valuable skills within the financial services industry.\r\n\r\nOur culture values responsibility, continuous learning, and teamwork. We believe that when processes are clear and people are supported, both employees and clients benefit.\r\n\r\nJoin a company that is growing and committed to building a strong, professional team focused on long-term success.