Posted

  • Location: Flowood, MS
  • Type: Direct Hire
  • Job #555

Our client is a specialty wealth/tax advisory firm seeking a CPA at least 3-5 years of experience in tax preparation. This position will be responsible for communicating with a robust roster of high-wealth small business clients about the tax preparation process (personal and LLC/S Corp) and assisting with tax preparation and filing. However, the firm’s clients are institutional and there are no business development requirements for this position.

Job Duties:

  • Advise clients in the tax preparation process and prepare and file tax documents 
  • Review financial records and documentation and expenditures to determine forms needed to prepare tax returns
  • Receive incoming calls from clients to answer tax questions and schedule tax preparation appointments
  • Explain and simplify tax concepts (in conjunction with available tax attorneys on staff) that are often complicated, and give tax planning tips and advice as applicable
  • Help people who owe tax to make arrangements for their payments, and assist clients who need help getting refunds deposited
  • Ensure the complete confidentiality of each client by following all company procedures regarding information handling

Qualifications:

  • CPA + 4 year degree in Accounting, finance or equivalent experience in a related field
  • Experience with available tax prep software experience is a huge plus (and firm would purchase the prevailing package)
  • Strong customer service skills
  • Excellent written and verbal communication skills
  • Analytical and detail orientated
  • Ability to pass background check

Compensation:

$70K+ salary DOE – plus production incentives could yield nearly $100K

Partnership consideration in 24 months

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