Overview
Join our premier CPA firm and dynamic team as an Accountant/Tax Preparer, where you will play a vital role in managing financial records, preparing tax documents, and ensuring compliance with regulatory standards. This position offers an exciting opportunity to apply your expertise in accounting and finance within a fast-paced environment that values accuracy, integrity, and continuous learning. You will work closely with clients and internal teams to deliver precise financial solutions, supporting their growth and compliance needs.
Responsibilities
- Prepare and review individual, business, and estate tax returns with meticulous attention to detail, ensuring accuracy and adherence to current tax laws and regulations.
- Record daily transactions, conduct comprehensive financial analysis, including balance sheet reconciliation, account reconciliation, and financial statement preparation using software such as QuickBooks, Xero, or Sage.
- Manage general ledger accounting processes, including double entry bookkeeping, journal entries, and month-end closing activities aligned with GAAP standards.
- Assist in regulatory compliance accounting activities related to SOX (Sarbanes-Oxley Act) requirements and other financial reporting obligations.
- Support corporate accounting functions such as accounts payable, payroll processing, budgeting, and asset management to maintain accurate financial records.
- Provide insights through financial report writing and interpretation to aid management decision-making on mergers & acquisitions, private equity investments, or financial planning initiatives.
- Ensure all tax filings are completed accurately and timely while maintaining comprehensive documentation for audits or regulatory reviews.
- Collaborate with clients on estate planning strategies involving wills, trusts, & estate law to optimize their financial outcomes.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field
- Proven experience in accounting and finance roles with a strong understanding of accounting concepts such as debits & credits, GAAP standards, and technical accounting practices.
- Demonstrated tax experience including preparation of various tax returns including complex business tax returns and knowledge of tax laws affecting individuals and corporations.
- Familiarity with regulatory compliance accounting frameworks like SOX and securities law is highly desirable.
- Proficiency in accounting software such as QuickBooks or similar platforms; AI automation, experience with financial software for analysis and reporting is essential.
- Strong analytical skills with the ability to interpret complex financial data accurately; excellent attention to detail is a must.
- Knowledge of non-profit accounting practices and experience with asset management or investment analysis is a plus.
- Effective communication skills for preparing clear financial reports and collaborating across teams; ability to handle multiple priorities efficiently.
Join a CPA firm delivering exceptional financial services by leveraging your expertise in accounting principles, tax regulations, and regulatory compliance! We’re committed to supporting your professional growth while fostering a vibrant work environment where your skills make a meaningful impact every day.
Pay: $25.00 - $35.00 per hour
Work Location: In person
