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<h3>Job Description</h3>
Job DescriptionTax Associate Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. &nbsp;Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. The Tax Associate position is a great entry level position to start your career in tax. You will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services.&nbsp; In addition to completing tax analysis and preparing tax projections and returns you’ll collaborate with the other specialists to find opportunities for your clients. &nbsp;Essential Job Functions:
<ul>
<li>Analyze Tax Liability </li>
<li>Prepare Tax Projections </li>
<li>Meet assigned goals</li>
<li>Attend meetings and trainings</li>
<li>Work with the Tax Team to assist in servicing clients</li>
<li>Comply with all industry rules and regulations </li>
<li>All other task assigned</li>
</ul>
&nbsp;Education/Knowledge &amp; Skills:
<ul>
<li>Ability to effectively manage competing priorities</li>
<li>Strong sense of professional and personal accountability </li>
<li>Basic computer skills and experience with Microsoft Office applications </li>
<li>Strong written and verbal communication skills </li>
<li>Strong work ethic</li>
<li>Highly motivated and a self-starter </li>
<li>Strong leadership qualities and an entrepreneurial spirit </li>
<li>Bachelor’s Degree in Accounting. Finance, or related field preferred</li>
<li>Ability to obtain Enrolled Agent designation</li>
<li>Ability to obtain active Preparer Tax Identification Number (PTIN)</li>
</ul>
&nbsp;Benefits:
<ul>
<li>Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
<ul>
<li>Eligibility Requirements Vary</li>
</ul>
</li>
</ul>
 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. &nbsp;
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Tax Associate

<h3>Job Description</h3>
Job Description
Job Description
The Tax Associate will work closely with the outside tax preparer, EY, in the preparation of fiduciary tax returns for all accounts of Tiedemann Trust Company. and work to advise the Fiduciary Counsel, Trust Officers/Administrators to assure that all tax matters for fiduciary accounts are attended to in a timely manner.
Job Responsibilities
· Review prior years’ tax returns for all new trust accounts to identify any tax issues to be addressed, including whether any would cause Tiedemann Trust Company to refuse appointment as trustee
· Advise the members of the Trust team on income tax issues of all fiduciary accounts that Tiedemann Trust Company is an appointed Trustee or Executor
· Assist the Trust team in analyzing income tax consequences of distributions and/or investments in all fiduciary accounts
· Responsible for working closely with EY in completing all fiduciary tax returns;
• Provide EY with all necessary tax information for all fiduciary accounts, interfacing with the advisor team as necessary
• Review the returns for accuracy when completed by EY
• Make all quarterly and annual fiduciary tax payments as required, assuring accurately tracking that all tax returns have been filed
· Responsible for annually tracking tax documents and refunds
· Advise and assist on 1099 forms and other tax form issues
· Responsible for research on various tax matters
· Work with Client Service and Operations Teams to acquire annual tax documents
Qualifications
· Bachelor’s degree in accounting and/or finance preferred
· 5+ years of experience in the trust industry, preferably with a concentration on income tax compliance
· Experience preparing individual tax returns and estimates
· Strong verbal and written communication skills
· Must have organizational and analytical skills
· Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
· Ability to work independently on tasks and projects
· Exposure with Ultra High Net Worth (UHNW) clients preferred
· Preferred experience preparing fiduciary tax returns

<h3>Job Description</h3>
Job DescriptionDescription:
KT is seeking a motivated accountant to join our Tax team.
 
 
About Us:
Ketel Thorstenson, LLP, is a full-service accounting firm rich in history, serving clients in the Black Hills region since 1936. Currently, we have 22 partners and over 50 CPAs, with offices in Rapid City and Spearfish, SD, and Gillette, WY. The firm offers a variety of accounting services, specializing in the agricultural, construction, hospitality, estate planning, nonprofit, and government industries. Our mission is to inspire excellence in our people, clients, and communities by building meaningful relationships through progressive thinking, collaboration, and passion.
 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Responsibilities
<ul>
<li>Perform year-end accounting procedures necessary for tax preparations </li>
<li>Use discretion and judgment to prepare individual, partnership, corporate, and other various tax returns</li>
<li>Use knowledge of accounting to analyze and interpret data to make recommendations to clients regarding routine tax and accounting inquiries. </li>
<li>Review and organize financial documents and ensure accuracy in data entry.</li>
<li>Conduct tax research on current tax laws, regulations, and updates to support the team’s decision-making processes.</li>
<li>Collaborate with other tax professionals to address client inquires, provide timely responses, and ensure exceptional client service.</li>
<li>Handle routine client communication under the guidance of experienced staff. </li>
<li>Maintain and organize client files and tax records in compliance with industry and firm standards.</li>
<li>Ensure the confidentiality and security of sensitive information</li>
<li>Develop working relationships with clients and co-workers. Including participating in the firm’s liaison and coaching programs.</li>
<li>Attend professional development and training sessions on a regular basis.</li>
<li>Attend firm sponsored community service events and team building activities.</li>
<li>Assist in staff recruiting efforts including attending career fairs, interviews, and other activities</li>
<li>Develop proficiency in Microsoft Office Suite, accounting, and tax preparation software, and other applications relevant to job requirements. </li>
<li>Adhere to the highest degree of professional standards and strict client confidentiality.</li>
<li>Become familiar with and adhere to Ketel Thorstenson’s policies and procedures. </li>
<li>Assist in brainstorming ideas for change/improvement for the firm as well as implementing and facilitating these changes.</li>
<li>Other duties as assigned by Person-in-Charge or another member of the Partner group.</li>
</ul>
 
 
Requirements:
Required Qualifications
<ul>
<li>Bachelor’s degree Accounting or a similar field such as Finance or Business</li>
<li>CPA (Certified Public Accountant) or EA (Enrolled Agent) certification preferred, but not required.</li>
<li>Willingness to put forth the effort needed to meet compliance and Firm deadlines, as well as meet client expectations</li>
<li>Proficient in Microsoft Office Suite. </li>
<li>Valid State Driver's License </li>
<li>Must be able to operate a motor vehicle and meet insurance requirements following a motor vehicle record check.</li>
</ul>
Shared Value’s
<ul>
<li>Truth</li>
<li>Excellence</li>
<li>Innovation</li>
<li>Community</li>
<li>Diversity</li>
</ul>
 
Desired Skills: Professionalism, Integrity, Ethical Conduct, Critical Thinking, Problem-Solving, Organization, Prioritization, Multi-tasking, Team Oriented with the ability to work independently.
 
Benefits
<ul>
<li>Work life balance: PTO, Extended Illness Leave, 8 paid holidays, Flex Hours - outside of peak season, Community Service Opportunities, Paid Volunteer Time, &amp; Dress for your day.</li>
<li>Health and Wellness: High Deductible Health Plan, Dental, Vision, Long Term Disability, Short Term Disability, Basic and Voluntary Life Insurance, Voluntary Accident Insurance, &amp; Voluntary Critical Illness Insurance.</li>
<li>Financial Wellness: 401k Retirement Plan, Flexible Spending Account (FSA), Health Savings Account (HSA), Financial Advising through Morgan Stanley, Tax Season Incentives, Employee Referral Program</li>
<li>Career Growth: AICPA-NASBA’s Experience, Learn, and Earn Program, Tuition Assistance, Assistance with Professional Certifications, Promotional Opportunities, Path to Partner </li>
<li>For more information about our benefits, visit <a href="http://www.ktllp.cpa/careers" target="_blank">www.ktllp.cpa/careers</a>.</li>
</ul>
 
Work Environment and Physical Demands
<ul>
<li>This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and fax machines.</li>
<li>The employee will sit for prolonged periods of time at a desk and work on a computer. The employee may lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.</li>
</ul>
 
Schedule
<ul>
<li>This is a full-time position working M-F 40 hours per week (during non-peak season). Weekends and Nights as needed. A minimum of 2272 hours per year. (712 of those during January through April Peak Season).</li>
<li>Located in Rapid City, Spearfish, SD or Gillette WY office</li>
</ul>
 
 
Become a member of our team – apply today!
 
 
Ketel Thorstenson, LLP is committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, national origin, ancestry, age, religion, disability, gender, pregnancy, sexual orientation, transgender status, gender identity, or any other classification protected under applicable law.

<h3>Job Description</h3>
Job DescriptionTax Associate Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. &nbsp;Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. The Tax Associate position is a great entry level position to start your career in tax. You will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services.&nbsp; In addition to completing tax analysis and preparing tax projections and returns you’ll collaborate with the other specialists to find opportunities for your clients. &nbsp;Essential Job Functions:
<ul>
<li>Analyze Tax Liability </li>
<li>Prepare Tax Projections </li>
<li>Meet assigned goals</li>
<li>Attend meetings and trainings</li>
<li>Work with the Tax Team to assist in servicing clients</li>
<li>Comply with all industry rules and regulations </li>
<li>All other task assigned</li>
</ul>
&nbsp;Education/Knowledge &amp; Skills:
<ul>
<li>Ability to effectively manage competing priorities</li>
<li>Strong sense of professional and personal accountability </li>
<li>Basic computer skills and experience with Microsoft Office applications </li>
<li>Strong written and verbal communication skills </li>
<li>Strong work ethic</li>
<li>Highly motivated and a self-starter </li>
<li>Strong leadership qualities and an entrepreneurial spirit </li>
<li>Bachelor’s Degree in Accounting. Finance, or related field preferred</li>
<li>Ability to obtain Enrolled Agent designation</li>
<li>Ability to obtain active Preparer Tax Identification Number (PTIN)</li>
</ul>
&nbsp;Benefits:
<ul>
<li>Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
<ul>
<li>Eligibility Requirements Vary</li>
</ul>
</li>
</ul>
 The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. &nbsp;
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<h3>Job Description</h3>
Job Description
Job Description
Our Company
At H&amp;R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&amp;R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Joining H&amp;R Block as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.
<ul>
<li>Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email</li>
<li>Prepare complete and accurate tax returns</li>
<li>Generate business growth, increase client retention, and offer additional products and services</li>
<li>Provide clients with IRS support</li>
<li>Support office priorities through teamwork and collaboration</li>
<li>Grow your tax expertise</li>
</ul>
It would be even better if you also had...
<ul>
<li>Bachelor’s degree in accounting or related field</li>
<li>Previous experience in a customer service or retail environment</li>
<li>Experience working in a fast-paced, supportive environment</li>
<li>Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks</li>
</ul>
What you'll bring to the team...
<ul>
<li>Successful completion of the H&amp;R Block Tax Knowledge Assessment or Income Tax Course1</li>
<li>Experience working in a fast-paced environment</li>
<li>Comfort working with virtual tools – video, phone and chat</li>
<li>Ability to effectively communicate in person, via phone and in writing</li>
<li>Must meet all other IRS and applicable state requirements</li>
<li>High school diploma / equivalent or higher</li>
</ul>
Why work for us
At H&amp;R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
<ul>
<li>Employee Assistance Program with Health Advocate.</li>
<li>Wellbeing program, BetterYou, to help you build healthy habits.</li>
<li>Neurodiversity and caregiver support available to you and your family.</li>
<li>Various discounts on everyday items and services.</li>
<li>Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.</li>
<li>Click here to checkout all available benefits.</li>
</ul>
The Community You Will Join: 
At H&amp;R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&amp;R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&amp;R Block is the place for you.

<h3>Job Description</h3>
Job Description
First Coast Accounting is looking for a dynamic Tax Associate to join our Taxteam in Ft Lauderdale.
Tax Associates are responsible for (but not limited to):
<ul>
<li>
Preparation of federal, state, and local income tax returns and information filings
</li>
<li>
Ensuring all federal and state income tax returns are prepared timely, accurately, and in compliance with applicable laws
</li>
<li>
Communicating effectively with clients and meeting critical deadlines
</li>
<li>
Participating actively in client meetings and tax planning efforts
</li>
</ul>
Requirements
The successful candidate will have the following experience and attributes:
<ul>
<li>
2 – 4 years’ experience preparing corporate, partnership, individual, and fiduciary income tax returns in a public accounting firm
</li>
<li>
Bachelor's degree in accounting or equivalent required, with a master’s degree in taxation preferred
</li>
<li>
Current CPA license or track to passing the CPA exam highly preferred
</li>
<li>
Proficient with Microsoft Excel and other Microsoft Office Suite products
</li>
<li>
Proficiency with CCH ProSystem fx Tax or other tax automation / workflow software preferred
</li>
<li>
Client service oriented
</li>
<li>
Team player
</li>
<li>
Creative problem-solving skills
</li>
<li>
Independent
</li>
<li>
Exceptional written and verbal communication skills
</li>
</ul>
First Coast Accounting is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value. First Coast Accounting, is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is First Coast Accounting standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
First Coast Accounting expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
First Coast Accounting further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with First Coast Accountings. Any resume or CV submitted to any employee of First Coast Accounting without having a First Coast Accounting vendor agreement in place will be considered the property of First Coast Accounting.

<h3>Job Description</h3>
Job DescriptionSalary: 
Crisler CPA, a Tennessee tax and accounting services provider with offices in Hendersonville and Brentwood is looking for a driven and motivated Tax Associate. This is primarily an in-office position, then after an introductory period, has the potential to work remotely 1 to 2 days a week.
Purpose of the Role 
In this role, you will focus tax engagements for our firms individual and business clients. With your background, you add value for tax assignments from basic to moderate complexity, and you continuously and pro-actively participate in process improvement initiatives. 
Youll have regular client contact, which means good client service skills are required, including the willingness and ability to recognize and respond to opportunities to provide expanded or new services to clients. You report to one of Crislers Project Managers.
Your Responsibilities 
<ul>
<li> You assist with gathering information from clients, completing assignments and coordinating with preparers and managers. </li>
<li> You monitor and report on assigned engagements' status and maintain open lines of communication with clients and supervisors regarding services.</li>
<li> You attend appointments with clients and assemble information to complete assignments.</li>
<li> You prepare and review federal, state and local tax returns and answer tax-related questions for clients together with the assistance, and under the direct supervision, of senior tax personnel. </li>
<li> You work diligently to resolve questions regarding the appropriate treatment of routine to moderately complex tax return matters.</li>
<li> In order for the firm to produce accurate billing, you maintain control of time and charges, and you participate in pricing and billing client services.</li>
<li> You work independently, youre able to make decisions on ordinary tax return matters, and produce a consistent amount of valuable work for our clients and your colleagues.</li>
<li> You perform basic tax planning, research, and consulting engagements as assigned.</li>
</ul>
Qualifications: 
<ul>
<li> Bachelors Degree or near completion required. Master's Degree and/or Licensed CPA or CPA-Candidate strongly preferred.</li>
<li> No experience required. One to three years of tax experience in a CPA firm strongly preferred.</li>
<li> Proficient with QuickBooks (Desktop &amp; Online) and Microsoft Office.</li>
<li> You have great attention to detail, sound communication and analytical skills and the ability to advise your team and clients on services and solutions. </li>
</ul>
What we offer: 
Crisler CPA offers a complete package of compensation and benefits, including base and incentive compensation; medical, dental and vision coverage; 401(k) plan with company match; paid time off and holidays; and flexible work schedules/locations.
Crisler CPA has a flexible remote work policy. This is designed as a hybrid position and we expect you to live in the greater Nashville area in order to realistically work in one of our office locations as needed.
About the Company 
At Crisler CPA, we provide accounting, tax and related services to our clients. Our services are based on people, process and technology, and we believe strongly in encouraging continuous improvement in each of these three elements. We're looking for employees ready to help us be a better firm while advancing their own careers.
 
Crisler CPA is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

<h3>Job Description</h3>
Job Description
Tax Associate
 
We are currently hiring for a full-time on-site position located in our Virginia Beach, VA office: Tax Associate. 
 
This role typically includes recent college graduates or individuals with 0-3 years of prior tax preparation experience who are just starting out in the field. The Tax Associate position involves analyzing financial information, preparing tax returns, providing tax planning advice to clients, and resolving any tax-related issues or concerns. 
 
Tax Associates will work directly with senior staff, tax partners, and have some interaction directly with clients. This position involves a significant amount of training and requires a willingness to learn and a growth mindset. 
 
 
Qualifications
<ul>
<li>Ability to work on-site at our office in VA Beach, VA (23462) </li>
<li>Bachelor's degree in Accounting </li>
<li>Proficiency in accounting principles </li>
<li>Excellent verbal and written communication skills </li>
<li>Ability to work independently or in a team </li>
<li>Ability to multitask CPA or current CPA candidate a plus </li>
<li>Experience with Ultratax, ProSystem Engagement, Quickbooks, and Excel a plus</li>
</ul>
 
Benefits &amp; Perks of Our Firm 
<ul>
<li>401k &amp; 401k Match </li>
<li>Health, Dental, Disability, HSA, Vision, &amp; Life Insurance options </li>
<li>3 Weeks Vacation/Sick time (increases with length of employment) + Your Birthday off as a Holiday </li>
<li>"Personal time" accrual for overtime hours worked during tax season </li>
<li>Growth opportunities </li>
<li>Friendly coworkers &amp; mentors </li>
<li>CPE and annual dues are covered by the firm </li>
<li>Office is centrally located in VA Beach, VA </li>
<li>Food, massages, and other perks provided during busy season </li>
<li>Team-building events &amp; parties throughout the year</li>
</ul>
 
 
﻿Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

<h3>Job Description</h3>
Job Description
An Orange County based (small) CPA firm is seeking a Full Time Tax Associate to join their team. Working directly with the Owner, the Tax Manager and the Senior Tax Accountant,&nbsp; the Tax Associate will be an integral team member in both tax compliance and planning services to high net worth individuals and their entities. This is a great role for a Tax Associate with minimum tax experience looking to gain valuable tax knowledge and build a career path as a tax professional.
Responsibilities would include:
Preparing and reviewing individual and business corporate and partnership returns.&nbsp; 1+ years of relevant experience in public accounting or a combination of corporate tax and public accounting experience, required.
Assist in preparation of miscellaneous filings such as 1099 year-end tax information reporting; annual business license and personal property tax returns.
Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments.
Direct client contact to gather and review relevant client data and source documents for all types of engagements
Company DescriptionFinancial Advocates, Inc., is a small Orange County-based CPA Firm servicing high net worth individuals and businesses for 20+ years. We are a full-service accounting firm, assisting individuals and businesses with their accounting, financial planning and tax affairs, allowing our clients to focus on developing their businesses and accomplishing their goals. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base with a focus on value-added, consultative services. With the entire staff of Financial Advocates sharing our vision of distinctive quality, personalized assistance and unparalleled customer service for our clients, we are headed for greater success and are looking to add talented individuals to our team. 
<h3>Company Description</h3>
Financial Advocates, Inc., is a small Orange County-based CPA Firm servicing high net worth individuals and businesses for 20+ years. We are a full-service accounting firm, assisting individuals and businesses with their accounting, financial planning and tax affairs, allowing our clients to focus on developing their businesses and accomplishing their goals. At Financial Advocates we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base with a focus on value-added, consultative services. With the entire staff of Financial Advocates sharing our vision of distinctive quality, personalized assistance and unparalleled customer service for our clients, we are headed for greater success and are looking to add talented individuals to our team.

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