Certified Public Accountant (CPA)

Southeast Retirement Planners, Inc.

Hickory, NC, USA

Published: 6/14/2022

Full Time

Job Description

Job Title: Tax Preparer / CPA

Location: Hickory, NC

Department: Tax & Financial Planning

Reports To: Managing Partner

Position Overview

We are a fast-growing firm committed to delivering holistic, tax-efficient financial solutions. We are seeking a detail-oriented and client-focused Tax Preparer/CPA to join our team. This role is pivotal in integrating tax planning with investment advisory services, ensuring clients receive coordinated, forward-looking financial guidance.

The ideal candidate will bring technical expertise in tax preparation and compliance, a collaborative mindset, and a passion for empowering clients through strategic tax planning.

Key Responsibilities

Tax Preparation & Compliance

• Prepare and review individual (1040), business (1120, 1065), trust, and estate tax returns

• Ensure compliance with federal, state, and local tax regulations

• Respond to IRS and state agency notices and represent clients when necessary

• Maintain accurate documentation and client records in accordance with firm policies

Strategic Tax Planning

• Collaborate with financial advisors to develop tax-efficient distribution strategies (e.g., Roth conversions, RMD planning, bracket management)

• Analyze retirement income plans to identify tax-saving opportunities

• Participate in annual tax projection meetings and year-end planning sessions

Client Engagement & Education

• Review client financial data and understand goals

• Communicate complex tax concepts in a clear, empowering manner

• Provide proactive updates and reminders regarding tax deadlines and planning opportunities

Internal Collaboration & Workflow

• Coordinate with advisory and operations teams to ensure seamless client experience

• Track workflow status and contribute to process improvements

• Stay current with tax law changes and contribute to internal knowledge sharing

Qualifications

• CPA designation preferred

• Minimum 3 years of experience in tax preparation, preferably in a financial advisory or public accounting setting

• Proficiency in tax software (e.g., UltraTax, Drake, or similar) and financial planning tools (e.g., Holistiplan, RightCapital)

• Strong understanding of retirement planning concepts and tax-efficient withdrawal strategies

• Excellent communication and interpersonal skills

• Commitment to client confidentiality, integrity, and professionalism

Professional Development & Growth

• Continuing education support for tax law updates and planning strategies

• Opportunity to contribute to educational content (e.g., webinars, client guides)

• Pathway to leadership roles within the tax planning division

Company DescriptionSoutheast Retirement Planners is a fast growing investment firm dedicated to delivering holistic, tax-efficient financial solutions.

Company Description

Southeast Retirement Planners is a fast growing investment firm dedicated to delivering holistic, tax-efficient financial solutions.