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