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Certified Public Accountant (CPA)

TMS Financial
locationGreen Bay, WI, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionSalary: $70k - $85k

Certified Public Accountant (CPA)


TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals

and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.


Our team values our commitment to fostering a family-friendly work environment, employee-centered culture, and creative flexibility that promotes a healthy worklife balance and positive lifestyle.


TMS Financial is currently looking to hire aCertified Public Accountant for our Green Bay office.


In this role you will:

  • Prepare and review individual and business tax returns
  • Provide tax planning services
  • Communicate directly with clients
  • Develop new and existing client relationships
  • Successfully manage your time to meet client turnaround and filing deadlines
  • Prepare and review client financial statements
  • Stay informed on tax law and relevant regulatory updates
  • Perform tax research
  • Assist with accounting department tasks/projects as needed
  • Collaborate with other departments to provide comprehensive, best-in-class service
  • Prepare communications pertaining to tax notices


The ideal candidate will have:

  • Bachelors Degree in Accounting or related field
  • Minimum 2 years of similar experience
  • Ability to multitask and manage multiple clients and projects simultaneously
  • Proficient use of Microsoft Office, Tax and Accounting software packages
    • Experience with Drake Tax Software and QuickBooks a plus
  • Strong understanding of federal and state tax legislation
  • Excellent communication and customer relations skills
  • Motivated, Team Player Attitude
  • A strong willingness to learn and grow professionally
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