CPA for Virtual Accounting Firm Job at Business Financial Group, Atlanta, GA

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  • Business Financial Group
  • Atlanta, GA

Job Description

Job Description: CPA

Job Brief: We seek experienced Certified Public Accountants (CPAs) to join our team. 

Job Requirements:

  • Minimum two years of relevant experience.

  • An active CPA license in Georgia.

  • Strong command over General Ledger.

  • Proficient in Business and Personal Tax.

  • Certification and hands-on experience in small business accounting software (QuickBooks, Xero, etc.).

  • Candidates with EFIN & PTIN is preferred.

  • Excellent soft skills.

Job Responsibilities:

  1. Client Management :

    • Manage and nurture relationships with existing clients.

    • Conduct regular meetings to understand their needs and provide relevant solutions.

    • Understand client concerns and resolve them as required.

    • Support for new clients onboarding .

  2. Team Management

    • Mentor and Manage a virtual team of Accountants.

    • Provide required subject matter expertise to the team members as needed.

  3. Sales Collaboration:

    • Collaborate with sales personnel to identify opportunities and upsell additional products/services.

    • Work closely with the sales team, providing support in closing deals.

  4. Project Work:

    • Perform various financial projects based on your experience and interest, including audits, tax planning, financial projections, consultation, and other related activities.

    • Ensure compliance with relevant regulations and industry standards.

Skills Required

Hard Skills

  • Working experience in full-cycle general ledger accounting and financial reporting.

  • Experience in US Individual and Business Tax Preparation.

  • Knowledge of payroll and payroll taxes.

  • Specialized knowledge in a minimum of one major field (e.g., Auditing, Business Planning, Tax Planning, Non-profit, Industry-specific knowledge, Accounting Software knowledge, etc.)

Soft Skills

  • Leadership

  • Providing clear direction and guidance to the team members.

  • Leading by example and setting high standards of professionalism.

  • Communication:

  • Clear and concise communication (Verbal and written) with team members and clients 

  • Active listening to understand team members' concerns/queries

  • Time Management:

  • Prioritizing tasks and managing time effectively to meet deadlines.

  • Delegating responsibilities efficiently within the team.

  • Balancing multiple projects and tasks simultaneously.

  • Critical thinking

  • Understand the concerns of Team Members and Clients, analyze, evaluate, and make a reasoned decision.

  • P resents analyses and recommendations clearly and understandably.

Technical Skills

  • Working knowledge of QuickBooks, Xero or other accounting software.

  • Experience in Tax preparation software. (We use Drake Take)

  • Experience in Microsoft Excel and Word.

  • Experience in Google Sheet, and Word.

Remuneration:

  • Revenue share on income generated by your virtual accounting team.

  • 70:30 split on other projects.

Benefits:

  • Personalized profile page on our website featuring the CPA's credentials.
  • You will receive digital marketing strategies, including paid campaigns, SEO, and online and offline promotional activities.
  • BFG (Business Financial Group) will provide continuous marketing and sales support to assist in bringing new clients and ensuring the CPA's success. 

Requirements

  • Minimum two years of relevant experience.

  • An active CPA license.

  • Strong command over General Ledger.

  • Proficient in Business and Personal Tax.

  • Certification and hands-on experience in small business accounting software (QuickBooks, Xero, etc.).

  • Excellent soft skills.

Job Tags

Contract work, Work experience placement, Remote job,

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