• Certified Public Accountant (CPA) - Santa Maria Office

    Posted: 07/14/2020

    Walpole & Co., LLP is a successful, full-service CPA firm with over 48 team members, located in Goleta and Santa Maria, both beautiful California communities in Santa Barbara County. Walpole offers a broad range of services including Income Tax preparation & planning, Estates & Trusts, Audit & Review Accounting services, Wealth Management & Information Technology Solutions.

    We are looking for an experienced CPA with an emphasis on planning and preparation of complex business returns. This position is for our Santa Maria office. As a CPA for the Business Tax Team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.

    Essential Duties and Responsibilities

    • Learn and understand the Walpole tax return process
    • Prepare and review tax returns for all business entity types (C-Corp, S-Corp, Partnerships, Fiduciary, Non-Profit, gift, etc.).
    • Identify and address client needs
    • Review and prepare complete, well-documented sets of working papers in support of tax return preparation process
    • Manage multiple existing Walpole clients relationships
    • Prepare various written correspondence with clients and tax authorities
    • Develop new client relationships
    • Perform tax research and planning

    Desired skills and Experience

    • Licensed CPA
    • 5+ years of progressive tax experience in public accounting
    • Proficiency with Microsoft Office Suite
    • Lacerte tax software experience a plus

    Other Qualifications

    • Team player and collaborative; uses the resources of the firm
    • Well-developed interpersonal and communication skills – able to build trusted relationships
    • Very good judgment
    • Attention to detail and accuracy

    Our commitment to strategic growth provides many opportunities for select candidates to become a part of our dynamic team. The essence of who we are and what we do comes to life through the experience we deliver to our clients every day. As associates, we lean on each other’s experience, learn from each other’s expertise and know that only together will we help our clients achieve great things. If this resonates with you, we invite you to learn more.

    Visit our Website at www.walpolecpa.com