Job Description

Join Our Growing Financial Planning Firm as a Certified Public Accountant (CPA)!

Are you an experienced Certified Public Accountant (CPA) looking for a new opportunity? Maybe you need an escape from the CPA office grind! Our client has a  growing financial planning firm  that stands out with its  unique tax-first approach . They help clients keep more of what they earn by prioritizing controllable factors to create financial plans that minimize tax liabilities. 

Position: Certified Public Accountant (CPA)

Key Responsibilities:

• Prepare and file individual tax returns for clients.
• Provide tax planning services to clients.
• Stay up to date with current tax laws and regulations.
• Analyze financial information and recommend tax-saving strategies.
• Collaborate with investment advisors to integrate tax planning with overall financial planning.
• Maintain accurate and organized client records.
• Respond to client inquiries and provide exceptional customer service.

Qualifications:

• Certified Public Accountant (CPA) license required.
• Minimum of 5 years of experience in individual tax preparation and tax planning.
• Strong knowledge of federal, state, and local tax laws.
• Excellent analytical and problem-solving skills.
• Proficient in tax software and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Detail-oriented and highly organized.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and health insurance.
• 401(k) and Profit-Sharing Plan.
• Paid time off and holidays.
• Professional development opportunities.
• Supportive and collaborative work environment.

Job Tags

Similar Jobs