Our client was founded on the core principles of providing high-quality service promptly and at an affordable price. Our firm prides itself on flexibility and being available when our clients need us. As professional advisors, we align our goals with those of our clients, ensuring that their success means our job is complete.
Responsibilities and Duties:
Compilation and Reviews: Perform comprehensive compilations and reviews of financial statements.
Tax Planning and Consulting: Offer strategic tax planning and consulting services to optimize clients' tax situations.
Tax Return Preparation and Review: Prepare and review corporate and individual tax returns, ensuring accuracy and compliance.
Small Business Consulting: Provide consulting services tailored to the needs of small businesses, aiding in their growth and efficiency.
Client Management: Foster strong relationships with clients, managing their accounts and addressing their financial concerns.
Tax Return Signing Authority: Have the skill and qualifications necessary to sign tax returns for both corporate and individual clients.
Staff Training: Educate and mentor junior staff, promoting their professional development and ensuring high standards of work.
Unique Services Offered:
Our client provides a broad range of services that go beyond traditional CPA firm offerings. Despite being a firm of fewer than twenty employees, we deliver complex niche services such as:
Cost Segregation Studies: Detailed analyses to maximize tax savings by identifying and reclassifying assets.
Business Valuation: Precise valuations of businesses for various purposes, including sale, merger, and strategic planning.
Position Requirements:
Experience: 7-15 years of relevant experience in tax and financial statement preparation and review.
Client Management: Capability to assume an existing portfolio of tax clients and actively work with prospective clients.
Technical Skills: Proficiency in QuickBooks.
Credentials: CPA certification is required.
Relocation Assistance: Available for the suitable candidate.
Work Arrangement: Potential for a hybrid work arrangement in the future.