Heritage Financial LLC is hiring: Accountant in Newberry

Overview

Heritage Financial is seeking an experienced Accountant to join our dynamic and collaborative team. As part of a holistic financial planning firm, you will play a vital role in ensuring our clients’ financial well-being by providing exceptional accounting and tax-related services.

Responsibilities

• Internal Bookkeeping: Manage and maintain accurate financial records for the firm using QuickBooks Online.
• Tax Preparation: Prepare individual tax returns and handle select corporate tax cases with precision and timeliness.
• Tax Planning Deliverables: Assist in the creation of actionable tax planning strategies for clients in collaboration with financial planners.
• RMD Administration: Support Required Minimum Distribution (RMD) processes for wealth management clients.
• Team Collaboration: Work closely with financial planners and tax professionals to ensure a comprehensive approach to clients’ financial needs.
• Flexible Assistance: During non-peak periods, contribute to other tasks within the firm to support holistic financial planning initiatives (secondary to core duties).

Qualifications

• Experience with QuickBooks Online is required.
• Proficiency in preparing individual tax returns; corporate tax experience is a plus.
• An active PTIN (Preparer Tax Identification Number) is required, but we are happy to assist with renewal if it has not yet been for the current year.
• Strong organizational skills and attention to detail.
• Ability to work collaboratively with a multidisciplinary team.
• CPA or EA designation is not required but is a bonus.
• A background check will be required prior to employment.

Why Work at Heritage Financial?

At Heritage Financial, we value work-life balance, offering highly flexible hours to accommodate your personal needs. Allowing you to adjust your schedule to accommodate personal commitments, family needs, or simply the balance that helps you work at your best. Pay will vary depending on qualification and experience. Join our supportive team and enjoy access to an in-house 401(k) retirement plan while making a meaningful impact in our clients' financial journeys. By providing personalized strategies, proactive tax planning, and guidance, we empower our clients to achieve their financial goals with confidence and clarity.

About Us

We are a holistic financial planning firm dedicated to ensuring no area of our clients’ financial position is overlooked. We pride ourselves on creating a collaborative, client-focused environment where our team thrives professionally and personally.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Location: Gainesville, FL

Salary: $75,000.00-$85,000.00