CB Accounting is looking for a highly-analytical certified public accountant (CPA) to join our talented accounting firm.
Our team of accounting and tax professionals work together on multiple clients in various industries. We strongly believe in working personally and directly with our clients, connecting through our core principles of integrity, transparency, and dedicated client service.
EXPERIENCED TAX SENIOR POSITION SUMMARY: CB Accounting is seeking an experienced CPA. The CPA is primarily responsible for managing the client service experience and deliverables including income tax returns and research memos. The Experienced Tax Accountant (CPA) should be self-driven, passionate and client service focused – serving as a role model to junior staff.
ESSENTIAL FUNCTIONS
Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
- Understands assigned client’s business and industry and works closely with management to have a full understanding of client’s service needs.
- Ability to have new client interviews and develop a scope-of-work proposal and engagement letter.
Able to work with management to set engagement budgets.
- Develops relationships with client and takes part in client events.
- Establish and maintain a positive working relationship with client’s employees, and co-workers to promote a quality service image
- Communicate with client personnel to request information necessary for the preparation of tax returns, to update clients on the status of their project and for general customer service reasons
- Teach entry level accountants company policies & procedures for preparing tax workpapers and tax returns.
- Ability to manage a large number of clients and client projects. Prioritizes work and communicates with clients on the status of their projects.
- Deadline driven and completes tasks in a timely manner.
- Prepare/review tax source documents needed to properly support all types of tax returns
- Prepares/supervises the preparation of all types of simple to moderately complex tax returns.
- Review, sign off on and file simple to moderately complex tax returns prepared by staff.
- Track and record time accurately. Review time recorded by staff to ensure project remains on budget.
- Review time spent on projects and propose final invoice amount for project.
- Prepare tax liability projections for clients.
- Identify tax planning opportunities for clients and promote other company services to clients that would help them in their business.
- Commit to continuing education of new and changing tax laws and policies and demonstrate the skills to ask questions and research when answers are not known.
- Understands general business including business law, formation and entity types.
- Practice integrity and professional judgment, including asking questions when needed.
- Self-driven and takes initiative to research questions.
- Embraces technology and quickly adapts to technological changes.
- Protects Organization’s values by keeping information confidential.
- Actively contributes to the overall positive culture of the company.
- Embraces team-based approach to client services.
- Encourages collaboration, open communication and problem solving in a team.
- Participates, engages, and teaches training. Seeks and offers mentoring and coaching opportunities.
- Ensures work is performed in compliance with the company’s established policies and procedures.
- Provide information to client’s external auditors or advisors, if required
- Assist in implementation and monitoring of performance measures that support the company’s strategic direction.
- Protects organization’s values by keeping information confidential.
- Actively contribute to the overall positive culture of the company.
- Update and monitor various management reports
- Other duties as assigned
SKILLS & ABILITIES
The ideal Experienced Tax Accountant (CPA) is familiar with tax, accounting, payroll and financial operations in a fast-paced, for-profit environment. This person is required to meet most or all of the following requirements: Education: Bachelor’s degree in accounting or business administration, or equivalent business experience. CPA required.
Experience: Knowledge of accounting, bookkeeping, payroll and generally accepted accounting principles, or any combination of education and experience which would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position. Licenses: Have obtained a CPA license.
Computer Skills: Proficient knowledge of Adobe Acrobat and MS Office, including Word, Excel, PowerPoint and Outlook. Prior knowledge of, QuickBooks, or other accounting and payroll programs would be helpful.
Requirements:
- Bachelor’s degree in accounting, finance, or a related field.
- A minimum of 3 years’ proven experience as a public accountant.
- CPA certification is a requirement.
- Outstanding tax knowledge of local, state, and federal regulations.
- Excellent attention to detail with strong analytical skills.
- Solid understanding of accounting software and MS Office.
- Good communication and organizational skills.
·Other Requirements: Perform other duties as required.
Availability to work additional hours or weekends, as projects demand.
Work Remotely
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
Education:
Experience:
- Accounting: 2 years (Required)
- Tax: 5 years (Preferred)
License/Certification:
Work Location: In person
