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Senior Tax Planner, CPA

Antioch, CA

Employment Type: Contract Position: Accounting Branch: Rancho Cordova


A minimum of 3 years as a senior in the tax and advisory role in a CPA Firm

Ability to prepare and act as primary reviewer of complex income tax returns for C- Corps, S-Corps, Partnerships etc. involving consolidated returns, multiple inter-related entities with common ownership, multi-states.

Strong background and experience in providing advisory and consulting services especially in the area of tax planning.

Experience in technical tax research

Prior public accounting experience with a Firm that focus on Medical Professionals will be a plus.



An excellent communicator is a must. The position requires building rapport with a clientele base that are all virtual in interaction. Winning the trust of the clients very quickly is important.

Leslie Montarbo

Leslie began her recruiting career in 1999, working for some of the larger recruiting firms such as Management Solutions, The Solomon Page Group and Alchemy Search Partners. She has also worked as a Corporate / Executive recruiter for Silicon Valley companies during their hyper growth years, regionally and nationally. Her specialties include Finance, Accounting, Marketing, Sales, IT/Engineering and Administrative roles. She has a high level of integrity and works hard to make sure that her Clients as well as Candidates feel valued in the interview/hiring process. 

During her off hours, Leslie enjoys road bike riding, boating, cooking and entertaining.

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