Job Description

Job Description

Job Description

Job Description:

We are seeking a highly motivated and experienced CPA Or Enrolled Agent to become an integral part of our growing team! Our team of Financial Planners and CPAs have been working together for 20+ years in a bright, beautiful environment. The ideal candidate will have a strong background in accounting, financial reporting, tax preparation, and auditing, with the ability to provide high-quality financial services to our clients. You will be responsible for managing various financial activities, ensuring compliance with regulations, and providing insightful analysis to drive business success. MUST have 10+ years of experience. This is an amazing opportunity for a well-spoken, well-groomed individual with an attitude of service.

Key Responsibilities:

• Must have a valid and active CPA license and current and valid PTIN number or Enrolled Agent
• Prepare and review financial statements and reports, ensuring compliance with GAAP and other regulatory requirements.
• Conduct tax planning and preparation for individuals and businesses, ensuring timely filing and minimizing liabilities.
• Manage audits and reviews of financial records, including internal controls, compliance, and risk assessments.
• Advise clients on accounting and tax matters, providing strategic guidance to improve financial performance.
• Maintain up-to-date knowledge of accounting principles, tax laws, and industry regulations.

· Preparation of all types of returns (Federal & State): 1040, 1040NR, 1041, 1120/1120S, 1065, 1042, and 990

· Coordinate and collaborate with internal teams and clients to ensure the accurate and efficient completion of projects.

· Assist with budgeting, forecasting, and financial analysis to support decision-making processes.

• Supervise junior accountants and provide guidance and training as needed.
• Addressing and resolving IRS/State notices (communicating with the IRS/State, client as well as written responses)

Preferred Skills:

• Must have an active CPA or EA license along with a valid PTIN number.
• Experience with audit, financial analysis, tax planning and tax advisory services.
• Advanced proficiency in Excel, Word, UltraTax, Outlook or other financial modeling tools.
• Experience working in all aspects of public accounting.

**Only those with prior tax practice experience should apply for this position **

Candidate MUST be self-motivated, able to work independently and as part of a team. This position requires attention to detail with the ability to multitask.

Pay Range $90,000 - $120,000 per year.

Health insurance paid at 70%, Optional Dental and Vision, 401K with Company Match, 2 weeks PTO and paid holiday.

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