Certified Public Accountant

Herbert Financial Group has been dedicated to serving business financial needs for nearly two decades. Specializing in financial solutions for business owners and corporate clients, the firm offers expertise in areas such as business tax strategy, real estate strategy, employee benefits, 401(k) planning, and investment management. With access to a vast network of insurance carriers and financial institutions, Herbert Financial is uniquely positioned to address the complex planning requirements of its clients.

The company prides itself on fostering transparency, loyalty, and integrity while equipping clients with the tools to grow and protect their assets. Based on a deep understanding of the unique and evolving needs of businesses, Herbert Financial focuses on creating growth and securing clients’ hard‑earned money.

This is a full‑time, on‑site role for a Certified Public Accountant located in Monrovia, CA. The CPA will play a pivotal role in corporate taxation and financial reporting, with responsibilities centered on tax strategy, compliance, and value‑driven financial planning for corporate clients.

Prepare, analyze, and optimize corporate tax returns and related schedules for entities including C‑Corporations, S‑Corporations, partnerships, and private equity‑backed structures.

Develop and implement comprehensive business tax strategies to minimize liabilities, maximize after‑tax profits, and ensure alignment with corporate objectives.

Compile, review, and analyze financial statements to support tax reporting requirements and provide insights for management decisions.

Ensure compliance with federal, state, and local tax laws, regulations, and filing deadlines; monitor changes in tax policy that impact corporate clients.

Advise on tax‑efficient corporate structuring, acquisitions, reorganizations, and other transactions; support due diligence and post‑deal integration from a tax perspective.

Collaborate with internal teams (legal, treasury, accounting, and advisory) to meet clients’ financial planning and tax planning needs.

Provide strategic tax consulting to optimize cash flow, credits, incentives, and depreciation strategies (e.g., Section 174, 168(k) bonus depreciation, Section 199 deduction, state conformity issues).

Review internal controls related to tax processes and assist in the implementation of robust tax governance and ERP integration.

Prepare and present tax‑related findings and recommendations to clients and senior management.

Certified Public Accountant (CPA) with strong expertise in corporate taxation and financial reporting.

Proven experience in corporate tax compliance, tax planning, and strategic advisory for diverse corporate client bases.

In‑depth knowledge of U.S. federal and state tax regimes, accounting for income taxes (ASC 740), and financial statement analysis.

Ability to translate complex tax concepts into actionable business strategies for executives and stakeholders.

Strong communication, project management, and client‑facing skills.

Detail‑oriented with a proactive approach to staying current on tax regulations and industry trends.

The annual compensation for this full‑time, on‑site role is $130,000, with a potential annual bonus of up to $20,000 contingent upon individual performance and firm results.

Location:

Monrovia, CA

Focus:
Corporate tax strategy, compliance, and financial advisory services for business clients.

Environment:
Collaborative, client‑centered, and dedicated to delivering tax‑efficient, compliant, and strategically aligned financial solutions.