Job Description
Job Type:
Must have CPA firm experience
Full time, W2
Location: REMOTE within the US
Compensation: $85,000- $95,000 DOE
Benefits:
Fully remote role no commute!
Focus on work/life balance and flexibility
40 hours a week year round
A fast-growing, progressive firm
Competitive salary
Health and dental benefits
Retirement plan with employer match
Flexible work schedule
Generous PTO
Paid holidays
Cafeteria plan
Potential for variable compensation based on portfolio revenue
Responsibilities:
Leadership role; primary point of contact for a designated portfolio of clients, ensuring their needs are met with exceptional service.
Conduct regular meetings to review financial statements and create customized tax projections tailored to each clients unique circumstances.
Review and explain business and personal tax returns with clients, providing insights and guidance.
Independently prepare error-free financial statements and accounting reports for client use.
Manage relationships with staff accountants, fostering a collaborative team environment.
Review the work of staff accountants for accuracy, providing training and guidance on necessary corrections.
File sales tax returns for applicable clients.
Analyze and resolve issues effectively, identifying problems and outlining actionable next steps.
Effectively manage workflow and schedule to ensure punctual client meetings and deliverables.
Qualifications:
CPA or EA required
Bachelors Degree in Accounting or Finance.
Minimum of 5 years of experience in public accounting, preferably within a CPA firm.
Ability to manage multiple clients across varied industries simultaneously.
Prior experience working in a remote environment is preferred.
Self-starter who is effective with minimal direction.
Strong communication and presentation skills, with the ability to clearly explain complex financial information.
Proficient in QuickBooks Desktop and QuickBooks Online; familiarity with Xero and Thomson Reuters is a plus.
Experienced with tech stack tools including ShareFile, Google Docs, Slack, UltraTax, Karbon, ADP, Excel, and Outlook.
Other Desired Qualifications:
Excellent communication skills, both verbal and written.
Ability to multitask and prioritize effectively in a dynamic work environment.
Strong critical thinking and problem-solving abilities.
Team player who fosters collaboration and support within the team.
Understanding of accounts receivable (A/R) and accounts payable (A/P) functions in relevant software.
Experience in corporate and personal tax preparation is a plus.
Familiarity with processing sales tax returns.
A dedicated home office workspace conducive to remote work
1016324
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