Job Description
Note: The job is a remote job and is open to candidates in USA. DeLucia CPA is a growing CPA firm that serves closely held professional practices such as med spas and medical practices. They are seeking a Senior Accountant / Client Advisory Manager who enjoys diagnosing financial issues, reviewing accounting work, and helping clients understand their numbers.
- Responsibilities
- Review client accounting files after junior staff complete bookkeeping work
- Identify issues in financial statements and determine how to correct them
- Train junior staff on corrections so issues do not repeat
- Communicate with clients to resolve open items and questions
- Ensure financials are accurate and ready for management reporting and tax preparation
- Review business and individual tax returns when needed
- Think through tax planning items such as estimated tax payments and changes in profitability
- Help improve internal workflows and processes
- Occasionally jump in to resolve accounting issues directly when needed
- Skills
- 6+ years of public accounting experience
- Strong understanding of both tax and accounting
- Ability to diagnose and correct accounting issues quickly
- Experience reviewing financial statements and staff work
- Comfortable communicating directly with clients
- Experience mentoring or training junior staff
- CPA preferred
- Benefits
- Paid sick time
- Work from home
- Company Overview
- DeLucia CPA is an accounting company that provides tax preparation and payroll services. It was founded in 2013, and is headquartered in St. Petersburg, Florida, USA, with a workforce of 2-10 employees. Its website is https://deluciacpa.com.
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