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Jobs Posted on the Whova Community Board of Tax & Legal 360 - Year-End Tax Strategy Conference

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Tax associate
Rodriguez Cpa and Advisors PLLC
Tax preparation
Link: zip recruiter
401(k) Specialist
Lifetime Paradigm, Inc
Lifetime Paradigm has been in the Retirement Savings Plan space for a number of years, and we want to grow our business.  We are looking for someone to serve as an account executive for our 401(k) and Defined Benefits platform.

The ideal candidate will have a strong and deep understanding of retirement savings plans in general, (401(k), SEP, SIMPLE, IRA) as well as a solid understanding of defined benefit plans.  While we can work with any sized business in this space, our strength is in the small-midsized plans ($1,000,000 to $50,000,000) and we welcome start-up plans as well.

As the Account Executive you will be responsible for prospecting and selling new business.  You need to be an eloquent, well-seasoned and skilled salesperson, and we will assist you in your lead-development efforts.  You will also be responsible for managing the account relationship, coordinating the various service providers involved with these plans and all other aspects of the relationship to ensure the highest levels of customer service and satisfaction.

We will spend as much time as needed training you on the uniqueness of our retirement savings plan platform, however, we are not willing to spend any time with you on training you to prospect, close and maintain client relationships.  You need to bring your "A-Game" to the table.  

Our offices are located Newport Beach, CA.  However, we operate virtually, which means that you can work from anywhere, but you also need to be self-sufficient, self-disciplined and self-motivated.  

This position is primarily commission driven, which means there is no cap to your earnings.  However, we are open to helping you transition into the job with immediate compensation if needed as well.  Our expectations would be that your income would be in the $150-$250k range and we would love to have you show us that we had grossly underestimated those expectations.
Link: http://www.LifetimeParadigm.com
Life Insurance & Annuity Expert
Lifetime Paradigm, In
Lifetime Paradigm has been in the Retirement Planning space for a number of years. We want to grow our business, and we are looking for someone to serve as a Production Partner focusing on life insurance and annuity sales.
The ideal candidate will have a strong and deep understanding of life insurance and annuities in general. As a Production Partner, you will be responsible for prospecting and selling new business. You need to be an eloquent, well-seasoned and skilled salesperson, and we will assist you in your lead-development efforts. You will also be responsible for managing the account relationship, coordinating the various service providers involved with these plans and all other aspects of the relationship to ensure the highest levels of customer service and satisfaction. We will spend as much time as needed training you on the uniqueness of our platform, however, we are not willing to spend any time with you on training you to prospect, close and maintain client relationships. You need to bring your "A-Game" to the table.
Our offices are located Newport Beach, CA. However, we operate virtually, which means that you can work from anywhere, but you also need to be self-sufficient, self-disciplined and self-motivated.
This position is primarily commission driven, which means there is no cap to your earnings. Our expectations would be that your income would be in the $150-$250k range and we would love to have you show us that we had grossly underestimated those expectations.
Link: http://www.LifetimeParadigm.com
Fiduciary Advisor/Securities Expert
Lifetime Paradigm, Inc.
Lifetime Paradigm has been in the Retirement Planning space for a number of years. We want to grow our business, and we are looking for someone to serve as a Production Partner focusing on securities, as a fiduciary advisor for our RIA.
The ideal candidate will have a strong and deep understanding of securities in general. As a Production Partner, you will be responsible for prospecting and selling new business. You need to be an eloquent, well-seasoned and skilled salesperson, and we will assist you in your lead-development efforts. You will also be responsible for managing the account relationship, coordinating the various service providers involved with these plans and all other aspects of the relationship to ensure the highest levels of customer service and satisfaction. We will spend as much time as needed training you on the uniqueness of our platform, however, we are not willing to spend any time with you on training you to prospect, close and maintain client relationships. You need to bring your "A-Game" to the table.
Our offices are located Newport Beach, CA. However, we operate virtually, which means that you can work from anywhere, but you also need to be self-sufficient, self-disciplined and self-motivated.
This position is primarily commission driven, which means there is no cap to your earnings. Our expectations would be that your income would be in the $150-$250k range and we would love to have you show us that we had grossly underestimated those expectations.
Link: http://www.LifetimeParadigm.com
Tax Manager or Director
Broussard & Company CPAs
CPA required
Bookkeeper (USA workers only - remote)
Sakline Bookkeeping
My name is Lindsay Kline and I own a bookkeeping company called Sakline (sakline.com). I am in growth mode and I need help as many companies are hiring us to handle their bookkeeping -- a great problem to have!


What we need most right now is an Accountant that will oversee and manage the day-to-day bookkeeping for numerous clients – bank/cc reconciliations, coding transactions, setting up bank feeds in QuickBooks Online, creating financial statements, organizing documents, creating 1099 forms, creating customer invoices, paying bills, record journal entries, comparing financials to income tax returns, book payroll entries, setting up/filing sales tax, setting up and/or importing QuickBooks Online file.
Link: https://www.indeed.com/m/viewjob?jk=3dd9b60202dd9868
Attorney
Sweetwater Law Offices, PLC
Business, Charitable, Estate and Tax Planning
Tax Manager/Business Advisor
Bookkeeper.com
As a Business Advisor, you will be taking a deep dive into our clients’ businesses to monitor their health and growth. You will meet with clients regularly to help plan, prepare, and execute detailed plans using advanced tax strategies. You will track KPIs and provide useful reports and guidance to drive their businesses forward.

As a Tax Manager during tax season, you’ll prepare complex tax returns, review tax returns, and coach less experienced team members. You’ll ensure the high quality of work our clients expect from us. While reviewing returns, you will instinctually look for tax planning opportunities outside of tax season.

This position has autonomy and a great deal of trust. Your work hours are at your discretion, as long as work gets done within the required timeframe promised to our clients.
Link: https://bookkeeper.com/careers/Tax-Manager-Business-Advisor
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