Certified Public Accountant (CPA) or Enrolled Agent

Job Overview
We are seeking a highly motivated and detail-oriented Certified Public Accountant (CPA) or Enrolled Agent to join our dynamic financial team. In this role, you will leverage your extensive accounting expertise to ensure accurate financial reporting, compliance with regulatory standards, and effective tax planning. This position offers an exciting opportunity to work across diverse areas such as corporate accounting, tax preparation, estate planning, and financial consulting, all within a collaborative and growth-oriented environment. CANIDATES MUST HOLD CPA or EA CREDENTIALS.

Responsibilities

• Manage tax accounting processes, including preparation of tax returns for individuals and corporations, ensuring accuracy and adherence to current tax laws.
• Review, audit and amend returns for local and federal accuracy.
• Generate communication to client base on tax and accounting updates.
• Conduct strategic research to assist clients with upcoming tax year strategies to minimize tax obligations.
• Work closely with Wealth Team on tax analysis and family office clients.
• Perform account reconciliations such as balance sheet reconciliation and general ledger reconciliation to maintain precise financial records.
• Assist clients with estate planning strategies, wills, trusts, and estate law considerations to optimize their financial legacy.
• Utilize accounting software like QuickBooks and other financial tools for bookkeeping, payroll processing, and financial report writing.
• Support mergers & acquisitions activities through due diligence analysis and
• Prepare detailed financial reports interpreting complex data for management decision-making and regulatory reporting purposes.
• Conduct analysis skills-driven reviews of accounts payable/receivable, budget variances, and investment portfolios to support strategic planning.

Qualifications

• Certified Public Accountant (CPA) certification or Enrolled Agent credential is required.
• Proven experience in public accounting or corporate accounting roles with a strong background in tax experience and technical accounting standards.
• Deep knowledge of GAAP, securities law, non-profit accounting, and regulatory reporting requirements.
• Proficiency with accounting software such as QuickBooks, LaCert or Proconnect, or similar platforms; familiarity with financial software is essential.
• Strong understanding of financial analysis techniques including financial statement interpretation and account analysis.
• Experience in estate planning, wills & trusts law, private equity, or asset management is a plus.
• Exceptional attention to detail combined with the ability to interpret complex financial data accurately.
• Strong communication skills for preparing comprehensive financial reports and collaborating with clients or team members effectively. Join us if you’re passionate about leveraging your CPA or Enrolled Agent expertise to make a meaningful impact through innovative financial solutions!

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• Continuing education credits
• License reimbursement
• Paid sick time
• Paid time off
• Professional development assistance

Work Location: In person