Job Description
Job Description
Job Description
We are currently seeking a detail-oriented and organized full-time Certified Public Accountant to collaborate with advisors and leadership to integrate tax planning into financial advice and optimize the overall firm’s financial health. This role is central in delivering advanced tax strategies to our clients – including individuals, families, and business owners – while also ensuring that our firm operates under the most effective tax and financial strategies
Why This Opportunity Stands Out
- Dynamic & collaborative work environment
- Exposure to diverse asset classes & investment strategies
- Competitive salary & benefits package
- Employee events
What You’ll Be Doing
- Partner with Financial Advisors to deliver coordinated and financial planning strategies
- Provide proactive tax planning to minimize client liabilities and maximize wealth-building opportunities
- Prepare, review, and file tax returns for all business entities, identifying deductions and credits, ensuring regulatory compliance, and coordinating with leadership to optimize tax strategies
- Oversee and process company payroll, including wage calculations, deductions, benefits contributions, and tax withholdings, ensuring full compliance with GAAP, IRS, and state reporting requirements
- Advise business-owner clients on entity selection, succession planning, cash flow management, and tax efficiency
- Provide financial analysis and forecasting to strengthen firm profitability
- Stay current on evolving tax codes and regulations that may impact the firm or our clients
- Assist with complex client tax issues (capital gains, estate planning, retirement distributions, multi-state taxation)
- Translate complex tax laws into clear, actionable strategies for clients
- Participating in client meetings to present tax insights and planning opportunities
- Perform full-cycle bookkeeping for multiple business clients and our firm, ensuring accurate financial records and timely reporting
- Process tax payments & monitor deadlines to ensure compliance with all local, state, & federal laws
- Prepare, manage, and analyze Profit & Loss (P&L) statements, ensuring accurate financial reporting and identifying trends, while supporting strategic decisions by providing clear tax and financial insights
- Lead monthly budget meetings, facilitating discussions, reviewing financial performance, and guiding the team in strategic decision-making
- All other duties as assigned
What You Will Bring
- Active CPA Licensure (Required)
- 5+ Yeas of Tax/Accounting Experience, both individual & business taxation (Required)
- Proficiency with Microsoft Office Suite (Including Excel) (Required)
- Bachelor’s degree in accounting, finance, or related field (Required)
- Master’s degree in taxation or accounting (Preferred)
- Experience with QuickBooks & Drake Tax Software (Preferred)
Key Traits for Success
- Clear and professional communication (verbal and written)
- Confidentiality and professionalism while handling sensitive client data
- Ability to multitask, especially during high-volume periods like tax season
- Strong attention to detail
- Able to learn and adapt to changes
Our Investments in You
- Pay: $74,000 - $80,000 DOE
- PTO + Paid Holidays
- Health Insurance
- 401(k) + Company Match
- Career Growth and Professional Development Opportunities
Check Us Out & Apply Today!
- Website: https://www.retirewithbuska.com/
- Facebook: https://www.facebook.com/RetireWithBuska
- Instagram: https://www.instagram.com/retirewithbuska/
- LinkedIn: https://www.linkedin.com/company/retirewithbuska
- YouTube: https://www.youtube.com/channel/UCd1FZafSPaqDyiWZCYS9ySg/videos
Company DescriptionWe are a full-service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement.
We've assisted thousands of people in reducing their taxes, especially on Social Security, increasing their monthly income, as well as growing and preserving their retirement “nest egg” they worked so hard to accumulate. We are able to address issues that may affect seniors during their retirement years, whether it’s nursing home protection, earning an income they won't outlive*, or investment management strategies.
Company Description
We are a full-service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement.\r\n\r\nWe've assisted thousands of people in reducing their taxes, especially on Social Security, increasing their monthly income, as well as growing and preserving their retirement “nest egg” they worked so hard to accumulate. We are able to address issues that may affect seniors during their retirement years, whether it’s nursing home protection, earning an income they won't outlive*, or investment management strategies.