📋 Case Summary
Case Number: 7717
Attorney Case #:
Status: ["Active Case"]
Created: N/A
Activated: 02/26/2024
PWD Deadline: 04/01/2024 (-624 days)
Case Age: N/A days
🏢 Client Information
Company: Executive Management Solutions Inc dba Taxcite
Beneficiary: ,
Contact: David Glenwinkel (Owner)
Phone: 530 217 4530
Email: [email protected]
FEIN: 27-1963386
NAICS: 541211
💼 Job Details
Job Title: Accountant
Salary: $109,346/year
Experience:
Education:
📍 Location Information
Job Site: 2901 W Coast Highway, Suite 200
Newport Beach, CA 92663
Company:
,
📊 Case Progress
25% Overall Progress - 3 services tracked
📋 Services Status
Main News
Done
Local
Done
SWA
Done
JSBP
-
🗓️ Key Dates
Ads Approved: 02/26/2024
PWD Deadline: 04/01/2024
PWD Expiry: N/A
News Dates: 03/03/2024 - 03/10/2024
Local Dates: 03/07/2024 - N/A
Radio Dates: N/A - N/A
SWA Dates: 04/10/2024 - 05/10/2024
🌐 Media Details
Main News: Orange County Register (Santa Ana, CA)
Local: Irvine World News (Irvine, CA)
Radio: ()
SWA: California SWA - Caljobs EDD
Online: Job-Search-Board.com
📝 Notes & Comments
Case Notes:
Job Title: Accountant J. Description: Are you skilled accountant w/ expertise in international accounting & passion for serving high-net-worth clients? We are looking for experienced Accountant to join our team. In this role, you will have opportunity to consult w/ high-net-worth clients who own businesses w/ advanced tax strategies, incl. entity structures in multiple states & international operations. Your primary responsibilities will incl. providing audit svcs., accounting svcs., & tax advisory svcs. to our valued clients. Key Responsibilities: � Consult w/ high-net-worth clients to understand their unique tax & financial needs. � Utilize your expertise in Multi State (US Domestic) & International Tax Structure & Strategy as well as International Accounting (IASB) & its relation to US GAAP to provide tailored solutions. � Wk. closely w/ clients to optimize their tax strategies & enhance their overall financial value. � Maint. strong understanding of Multi State (US Domestic) & International Tax Structure & Strategy, w/ focus on US operations w/ international clients. � Collab. w/ dynamic team of professionals to deliver exceptional service. � Use strong self-learning & problem-solving abilities to provide best solutions for clients. � Provide excellent communication & use interpersonal skills to build trust w/ clients. Min. Req's.: � Bachelor's deg. (or foreign equiv.) in Accounting � 5 yrs. of exp. in international accounting. Add'l. Information: � Travel: No � Supervisory Responsibilities: No If you are dedicated accountant w/ passion for serving high-net-worth clients & have expertise req'd. for this role, we encourage you to apply. Please send your resume & cover letter detailing your qualifications & relevant exp. to [email protected].
SWA Comment:
SUB(PERM): EMSPERM / M9rl9g0!
Action Notes:
Job Title: Accountant J. Description: Are you skilled accountant w/ expertise in international accounting & passion for serving high-net-worth clients? We are looking for experienced Accountant to join our team. In this role, you will have opportunity to consult w/ high-net-worth clients who own businesses w/ advanced tax strategies, incl. entity structures in multiple states & international operations. Your primary responsibilities will incl. providing audit svcs., accounting svcs., & tax advisory svcs. to our valued clients. Key Responsibilities: � Consult w/ high-net-worth clients to understand their unique tax & financial needs. � Utilize your expertise in Multi State (US Domestic) & International Tax Structure & Strategy as well as International Accounting (IASB) & its relation to US GAAP to provide tailored solutions. � Wk. closely w/ clients to optimize their tax strategies & enhance their overall financial value. � Maint. strong understanding of Multi State (US Domestic) & International Tax Structure & Strategy, w/ focus on US operations w/ international clients. � Collab. w/ dynamic team of professionals to deliver exceptional service. � Use strong self-learning & problem-solving abilities to provide best solutions for clients. � Provide excellent communication & use interpersonal skills to build trust w/ clients. Min. Req's.: � Bachelor's deg. (or foreign equiv.) in Accounting � 5 yrs. of exp. in international accounting. Add'l. Information: � Travel: No � Supervisory Responsibilities: No If you are dedicated accountant w/ passion for serving high-net-worth clients & have expertise req'd. for this role, we encourage you to apply. Please send your resume & cover letter detailing your qualifications & relevant exp. to [email protected].
SWA Comment:
SUB(PERM): EMSPERM / M9rl9g0!
Action Notes:
📊 Financial Summary
TOTAL REVENUE
$2,896
NET PROFIT
$1,050
PROFIT MARGIN
36.3%
💵 Revenue Breakdown
Media Costs (Quote):
$2,896
Service Fee:
$0
TOTAL REVENUE:
$2,896
Actual Media Costs:
$1,846
NET PROFIT:
$1,050
📈 Service Costs
Main News:
$1,846
Local News:
$0
Radio:
$0
SWA:
$0
EWP:
$0
JSBP:
$0
Online:
$0
TOTAL COSTS:
$1,846
🎯 Quick Metrics
Quote Status: ["Converted"]
Case Age: N/A days
Days to Deadline: -624 days
On Track: ✓ Yes
📊 Performance Indicators
Completion:
75%
Budget Status:
On Budget
Timeline Status:
On Time
Risk Level:
Low

