Lead Tax and Financial Strategist | Encino - Los Angeles

Our client, a top financial services provider in Encino, is seeking an experienced Lead Accountant (CPA) to join their accomplished team. This firm is celebrated for its expertise in financial management, and you’ll play a vital role in delivering exceptional results to their diverse client portfolio.

Role Overview:

In this key position, you’ll influence client financial strategies with a blend of tax planning, financial analysis, and strategic oversight, all within a collaborative and innovative workplace.

Primary Responsibilities:

• Oversee tax planning, compliance, and preparation to develop tax strategies for diverse clients.
• Conduct detailed financial analysis to aid informed business decision-making and strategic planning.
• Review and prepare financial statements and reports in line with GAAP and regulatory standards.
• Mentor and guide junior accounting staff, fostering a productive and growth-centered team environment.
• Partner directly with clients to understand and meet their unique financial objectives.
• Support budgeting, forecasting, and implement best practices to improve financial operations.

Requirements

• Active CPA license required.
• A minimum of 5 years of accounting experience, ideally within a business management or CPA setting.
• Proficient understanding of tax laws, financial regulations, and GAAP principles.
• Hands-on experience with accounting software, such as QuickBooks or SAP.
• Strong analytical, organizational, and problem-solving capabilities.
• Excellent communication skills with the ability to simplify complex financial information.
• Proven team leadership skills and the ability to effectively manage staff.

Benefits

• Competitive salary range of $100,000 - $140,000, with additional performance-based bonuses.
• Comprehensive health, dental, and vision insurance options.
• Growth opportunities, including access to professional development and advancement within a thriving organization.
• A supportive and collaborative culture that encourages innovation and values your contributions.
• Flexible work arrangements to maintain work-life balance.

Our client is an equal opportunity employer and values diversity. They do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

How to apply:
Please submit your resume and a brief cover letter for confidential consideration. Our recruiting team will review your qualifications and contact you if there's a strong match.

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement:

Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity:

Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations:

Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at [email protected].

Compensation Information:

For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws:

Both Keller Executive Search and our clients comply with federal, state, and local laws governing non-discrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment:

Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation:

Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status:

Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information:

In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws:

Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Additional Assistance:

If you need further assistance to fully engage in our application process, please contact [email protected].

Note:

This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.