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.
  

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