Overview
Join our dynamic team as a CPA (Certified Public Accountant) or Enrolled Agent, where you'll play a vital role in delivering comprehensive tax and accounting services to diverse clients. This position offers an exciting opportunity to leverage your expertise in tax law, financial reporting, and regulatory compliance while working in a fast-paced, collaborative environment. Your energetic approach and attention to detail will help clients navigate complex financial landscapes confidently and efficiently. Whether you're preparing detailed tax returns, conducting audits, or providing strategic financial advice, you'll be empowered to make a meaningful impact every day.
Responsibilities
- Prepare and review individual, corporate, partnership, and estate tax returns with precision and clarity.
- Conduct thorough audits and ensure compliance with GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes-Oxley Act), and other regulatory standards.
- Assist clients with estate planning, wills, trusts, and estate law to optimize their financial legacies.
- Manage financial statement preparation, balance sheet reconciliation, and general ledger accounting using accounting software such as QuickBooks, Xero, or Sage.
- Provide expert guidance on tax reporting, tax law changes, and regulatory compliance accounting to ensure clients meet all legal requirements.
- Support mergers & acquisitions activities through financial analysis, due diligence, and transaction structuring.
- Communicate complex financial concepts clearly to clients and team members while maintaining high standards of client service.
Skills
- Extensive experience in tax compliance, tax law, and tax reporting for various entities including non-profits and private equity firms.
- Proficiency in accounting software such as QuickBooks, Xero, Sage, and other financial tools.
- Strong understanding of GAAP, regulatory reporting requirements, and technical accounting principles.
- Demonstrated ability in auditing, account reconciliation, financial analysis, and financial report writing.
- Knowledge of estate planning strategies including wills, trusts & estate law; LIHTC (Low-Income Housing Tax Credit); securities law; and corporate tax expertise.
- Excellent client communication skills with the ability to explain complex topics like double entry bookkeeping, debits & credits, and asset management clearly.
- Analytical mindset with strong attention to detail in balance sheet reconciliation, account analysis, budgeting, and financial statement interpretation.
- Experience in public accounting or private sector finance roles with a focus on individual tax preparation and regulatory compliance.
This role is ideal for motivated professionals eager to apply their comprehensive accounting knowledge while fostering client success through energetic service delivery. If you thrive in a collaborative environment that values technical expertise combined with proactive problem-solving skills—this is your opportunity to shine!
Pay: $54,169.05 - $150,000.00 per year
Work Location: In person
