Job Description
Job Description
We are seeking a highly skilled and proactive CPA with a strong background in tax strategy to manage the Finance Department. In addition to structuring efficient in-office accounting processes, the ideal candidate will have deep expertise in tax planning, compliance, and advisory services, and will play a key role in developing and implementing tax strategies that align with our clients' financial goals.
- Further develop and streamline day-to-day financial operating procedures.
- Prepare and examine financial records, ensuring accuracy and compliance with regulations.
- Conduct audits and provide recommendations for improving financial processes.
- Create efficient and effective financial business processes.
- Analyze financial data and create reports for management.
- Budget preparation and financial planning.
- Adhere to professional standards and regulations.
- Stay updated on changes in tax laws and accounting standards.
- Develop and implement comprehensive tax strategies for individuals.
- Provide proactive tax planning and advisory services to minimize liabilities and maximize savings.
- Stay current with federal, state, and local tax laws and regulations, and communicate relevant changes to clients and internal teams.
- Collaborate with clients to understand their financial objectives and tailor tax strategies accordingly.
- Integral member of the finance team.
Qualifications:
- Certified Public Accountant (CPA) license.
- 5 to 10 years of experience in accounting or a related field.
- Strong knowledge of accounting principles and practices.
- Proficiency in accounting software (e.g., QuickBooks, SAP).
- Excellent analytical and problem-solving skills.
- Strong attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Ability to work independently and as part of a team.
In addition, the staff CPA may acquire clients as part of our total client referral/resource services.
Company DescriptionOur company is a forward-thinking financial services firm dedicated to helping individuals optimize their financial health. We pride ourselves on delivering strategic, personalized solutions that go beyond compliance to drive growth and efficiency.
Company Description
Our company is a forward-thinking financial services firm dedicated to helping individuals optimize their financial health. We pride ourselves on delivering strategic, personalized solutions that go beyond compliance to drive growth and efficiency.