Job Description
Job DescriptionSalary: $35/hr - $60/hr+
Certified Public Accountant (CPA)
TMS Financial is seeking an experienced and detail-oriented Certified Public Accountant (CPA) to join our firm with experience in business tax returns, high net worth individuals, financial review, and business accounting. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has a strong attention to detail and provides the highest level of customer service.
The Ideal Candidate:
- Has Certified Public Accountant (CPA) designation
- Bachelors degree in Accounting, Finance, or related field (Masters degree or equivalent experience preferred).
- Minimum of 5 years of experience in public accounting, with a focus on business tax filings and high net worth individuals.
- Strong knowledge of tax code and financial regulations.
- Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte).
- Excellent analytical, organizational, and problem-solving skills.
- Strong communication skills, with the ability to explain complex financial and tax matters to clients.
- Ability to work independently and as part of a team, managing multiple clients and deadlines simultaneously.
- Experience working with S-Corporations, C-Corporations, Partnerships, and LLCs.
- Knowledge of estate planning, trust taxation, and wealth preservation strategies.
- Advanced proficiency in Excel and financial modeling.
Responsibilities:
- Business Tax Preparation & Filing:
- Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs).
- Ensure compliance with all tax regulations and deadlines.
- Identify opportunities for tax minimization, credits, and deductions.
- Tax Planning & Strategy:
- Develop and implement tax strategies for businesses and high net worth individuals.
- Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions.
- Conduct research on new tax laws and regulations and communicate their impact to clients.
- Financial Statement Review:
- Perform financial reviews and provide recommendations to improve financial performance.
- Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed.
- Provide advisory services on cash flow, budgeting, and financial forecasting.
- High Net Worth Tax Services:
- Manage tax planning, estate planning, and wealth management for high-net-worth individuals.
- Provide tailored financial advice for wealth preservation, tax-efficient investing, retirement planning, and succession planning.
- Work closely with wealth management teams and other professionals to optimize client financial outcomes.
- Business Accounting Services:
- Assist with accounting functions for business clients.
- Ensure accurate financial records and documentation, performing regular audits as necessary.
- Provide guidance on financial systems, internal controls, and accounting software tools.
- Client Relationship Management:
- Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year.
- Maintain strong relationships with existing clients while identifying opportunities to expand service offerings.
- Collaborate with clients to understand their financial goals and provide customized solutions.
The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance.
Submit your resume to Kris Mlinar at krism@tmsmoney.com