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Portfolio Banker/Manager (Commercial Real Estate)

Jobot · Fullerton, CA · Accounting and Finance Team

Compensation

$85k – $105k /yr

Employment type

Contract

Work setting

On-site

Location

Fullerton, CA

Schedule

Day shift

Posted

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Job overview

The Portfolio Banker/Manager (Commercial Real Estate) is an onsite position in Fullerton, CA, with a salary range of $85,000 - $105,000 per year. This role supports a local tax and accounting firm. The role is responsible for preparing and reviewing tax returns, providing tax planning services, and maintaining accurate financial records. The manager will ensure compliance with tax laws and provide expert advice to clients on complex financial matters.

What you'll do

  • Prepare and review federal/state tax returns
  • research tax laws
  • assist with tax planning
  • maintain tax records
  • represent clients in audits
  • train junior staff.

What we're looking for

Skills & competencies
portfolio banker
tax manager
fullerton ca
contract
day shift
accounting
finance
tax preparation
compliance
full-time
$85k-$105k
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, vision, 401(k) with matching, generous PTO.

Why this role

Opportunity for continued growth and promotion.

About the employer

Jobot is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.

Additional details

Industry sector
54
Industry
Offices of Certified Public Accountants
Occupation code
13-2011.00
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