This client relations position is ideal for someone with experience preparing tax returns for at least the last 2 tax seasons for a single or multi-family office with ambition to further their career. We seek an individual with excellent verbal, written and client communication skills with a “can-do” attitude. A quick adapter to new technology and software with an eye for details, efficiency and have great soft (people) skills. He or she should be comfortable forward facing to clients and able to provide effective feedback to both Sr. tax staff and clients on engagement requests, research and project updates. Have ability to coordinate, prepare and administer tax services and communications for significant clients and family offices.
Minimum of 2+ years quality tax preparation, preferably in family office or public accounting.
CPA Designation is not required, although preferred.
Bachelors degree in accounting preferred (Master’s degree of Science in Taxation is ideal)
In addition to individuals, experience preparing business & corporate tax returns a plus
Family office and high net-worth experience is preferred
Ability to work independently and part of a team
Ability to lead, motivate, manage and mentor staff
Analytical and problem solving skills
Excellent written and verbal communications skills
Interpersonal skills to effectively interact with clients, peers and other contacts
Sound technical skills, business and client satisfaction judgment
Above average proficiency in Excel and Word
GoSystem experience a plus.
Greenstein, Rogoff, Olsen & Co., LLP (GROCO), is a full service Certified Public Accounting firm with offices in Fremont (near BART), Palo Alto and remote work options. We are currently seeking a Client Relations Accountant with at least 2 tax season experience with excellent soft skills, written and verbal communications to join our team.
For over 50 years, GROCO has consistently ranked as one of the top accounting and family office firms in the San Francisco Bay Area. Recognized as a “Best Place to Work” we offer a great career opportunity for the right profession, including a wonderful work environment, interesting and complex work and we strongly believe in promoting from within. We are an Equal Opportunity Employer with a strong commitment to supporting and retaining a diverse and talented workforce.
Primary services include: individual and family office tax, services and advisory, multi-state, domestic and international income tax planning and preparation, strategic business consulting, estate planning and administration, trustee services and financial statement preparation, just to name a few.
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