Consulting CPA for Tax Strategy Firm

Job Summary
We are seeking a dynamic and detail-oriented Consulting CPA to join our innovative Tax Strategy Firm. In this pivotal role, you will leverage your extensive accounting and tax expertise to develop sophisticated tax strategies for diverse clients, including high-net-worth individuals, corporations, and non-profit organizations. Your proactive approach will help clients optimize their financial positions while ensuring compliance with all regulatory requirements. This position offers an exciting opportunity to work at the forefront of tax planning, financial analysis, and strategic advisory services within a collaborative and growth-oriented environment.

Duties

• Analyze complex financial data and prepare detailed financial reports, including balance sheets, income statements, and cash flow statements, utilizing accounting software such as QuickBooks, Xero, Sage, and other financial tools.
• Develop tailored tax strategies by applying knowledge of estate planning, tax accounting, GAAP (Generally Accepted Accounting Principles), and securities law to minimize liabilities and maximize benefits for clients.
• Conduct thorough audits and reviews of client financial statements to ensure accuracy and compliance with regulatory standards while identifying opportunities for process improvements.
• Assist clients with mergers & acquisitions, private equity investments, and asset management strategies by providing expert analysis on financial concepts and investment opportunities.
• Prepare and interpret complex tax returns for individuals, corporations, trusts, estates, and non-profit organizations while ensuring adherence to current tax laws and regulations.
• Support clients in estate planning activities such as wills, trusts, and estate law to facilitate wealth transfer strategies aligned with their long-term goals.
• Perform account reconciliation tasks including general ledger reconciliation, balance sheet reconciliation, accounts payable processing, and bank statement analysis to maintain precise financial records.
• Collaborate with cross-functional teams on SOX (Sarbanes-Oxley Act) compliance initiatives to strengthen internal controls and enhance reporting accuracy.
• Provide guidance on regulatory reporting requirements related to financial services, securities law compliance, and other industry-specific standards.
• Engage in financial planning activities by analyzing budgets, forecasting cash flows, and advising on investment strategies to support client growth objectives.

Experience

• Proven experience as a CPA with a strong background in public accounting or corporate accounting roles.
• Demonstrated expertise in tax experience including tax planning, tax reporting, and compliance across various client types.
• Extensive knowledge of accounting principles such as GAAP and technical accounting standards like SOX compliance.
• Familiarity with accounting software including QuickBooks, Xero, Sage, and other financial management tools; proficiency in bookkeeping practices is essential.
• Strong analytical skills with the ability to interpret complex financial data accurately while providing actionable insights.
• Experience working with estate planning documents such as wills and trusts; understanding of estate law is highly desirable.
• Ability to handle multiple projects simultaneously with excellent attention to detail in a fast-paced environment.
• Effective communication skills for preparing comprehensive financial reports and presenting findings clearly to clients or stakeholders. Join us if you’re passionate about helping clients achieve their financial goals through innovative tax strategies combined with rigorous analysis! We value energetic professionals eager to grow their expertise in a supportive environment that fosters continuous learning and impactful work.

Pay: $80,249.66 - $96,644.76 per year

Benefits:

• Opportunities for advancement

Work Location: Remote