Falcon Wealth Planning, Inc. Tax Specialist Ontario, CA · Full time

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At Falcon Wealth, our mission is to provide our clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with professional advice that enhances their quality of life and leads to simple solutions. We offer customized advice on each client’s wealth planning issues. Our priority is to provide clients with clarity, and education, and to make planning simple and tangible to achieve their financial goals. Here at Falcon Wealth Planning, we pride ourselves on being our client’s financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now, tomorrow, and in future generations.

Tax Specialist

As a Tax Specialist with Falcon Wealth Tax Service, you are responsible for assisting the CPA and clients with tax-related items. You’ll help prepare tax returns or provide information and advice to clients to help them fill out their own taxes. You’ll answer questions and help clients prepare for future tax situations and ensure compliance with government regulations.

Salary: $35K-65K

*Position Available in Ontario, California Location Only