Certified Public Accountant (CPA), Advanced Tax Planning Specialist

Job overview

The Certified Public Accountant (CPA), Advanced Tax Planning Specialist role is onsite in Long Beach, CA, with a listed base salary of $115,000–$145,000 per year. GENWEALTH 360 INC serves physicians and business owners with tax planning. The specialist reviews tax returns to identify planning opportunities, develops recommendations, coordinates implementation, and supports client conversations. The work contributes to planning outcomes and implementation quality through technical analysis and clear client-ready guidance.

What you'll do

• Review individual, business, partnership, and S corporation returns
• identify planning opportunities
• model federal and state tax outcomes
• prepare technical summaries and client-ready recommendations
• coordinate with tax attorneys, advisors, insurance professionals, and implementation teams
• support implementation of tax strategies
• review projections and estimated payments
• train junior planners and analysts.

What we're looking for

Skills & competencies

cpa

advanced tax planning

genwealth 360

long beach ca

full-time

tax returns

tax strategy

physicians

business owners

client recommendations

$115k–$145k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), company parties, dental insurance, health insurance, and vision insurance.

Why this role

Requires an active CPA license and six or more years of tax experience. The posting also describes potential bonuses and a director-level salary structure separately from the listed base salary.

About the employer

GENWEALTH 360 INC is hiring for this role. Industry: Tax Preparation Services. Sector: 54.