TMS Financial
Certified Public Accountant (Business Tax & Accounting)
TMS Financial, Duluth, Minnesota, United States, 55806
Overview
Certified Public Accountant (CPA) – TMS Financial is seeking an experienced and detail-oriented CPA for the upcoming tax season with experience in business tax returns, high net worth individuals, financial review, and business accounting. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has strong attention to detail and provides the highest level of customer service. This individual will be able to work independently as well as collaboratively as part of our group. Ideal Candidate
Has Certified Public Accountant (CPA) designation Bachelor’s degree in Accounting, Finance, or related field (Master’s degree or equivalent experience preferred) Minimum of 5 years of experience in public accounting, with a focus on business tax filings and high net worth individuals Strong knowledge of tax code and financial regulations Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte) Excellent analytical, organizational, and problem-solving skills Strong communication skills, with the ability to explain complex financial and tax matters to clients Ability to work independently and as part of a team, managing multiple clients and deadlines simultaneously Experience working with S-Corporations, C-Corporations, Partnerships, and LLCs Knowledge of estate planning, trust taxation, and wealth preservation strategies Advanced proficiency in Excel and financial modeling Responsibilities
Business Tax Preparation & Filing
Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs) Ensure compliance with all tax regulations and deadlines Identify opportunities for tax minimization, credits, and deductions
Tax Planning & Strategy
Develop and implement tax strategies for businesses and high net worth individuals Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions Conduct research on new tax laws and regulations and communicate their impact to clients
Financial Statement Review
Perform financial reviews and provide recommendations to improve financial performance Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed Provide advisory services on cash flow, budgeting, and financial forecasting
High Net Worth Tax Services
Manage tax planning, estate planning, and wealth management for high-net-worth individuals Provide tailored financial advice for wealth preservation, tax-efficient investing, retirement planning, and succession planning Work closely with wealth management teams and other professionals to optimize client financial outcomes
Business Accounting Services
Assist with accounting functions for business clients Ensure accurate financial records and documentation, performing regular audits as necessary Provide guidance on financial systems, internal controls, and accounting software tools
Client Relationship Management
Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year Maintain strong relationships with existing clients while identifying opportunities to expand service offerings Collaborate with clients to understand their financial goals and provide customized solutions
The position is a full-time seasonal position for our upcoming tax season. Family-friendly culture, employee-focused, great work life balance. Submit your resume to Human Resources at https://tmsfinancial.bamboohr.com/careers/87
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Certified Public Accountant (CPA) – TMS Financial is seeking an experienced and detail-oriented CPA for the upcoming tax season with experience in business tax returns, high net worth individuals, financial review, and business accounting. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has strong attention to detail and provides the highest level of customer service. This individual will be able to work independently as well as collaboratively as part of our group. Ideal Candidate
Has Certified Public Accountant (CPA) designation Bachelor’s degree in Accounting, Finance, or related field (Master’s degree or equivalent experience preferred) Minimum of 5 years of experience in public accounting, with a focus on business tax filings and high net worth individuals Strong knowledge of tax code and financial regulations Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte) Excellent analytical, organizational, and problem-solving skills Strong communication skills, with the ability to explain complex financial and tax matters to clients Ability to work independently and as part of a team, managing multiple clients and deadlines simultaneously Experience working with S-Corporations, C-Corporations, Partnerships, and LLCs Knowledge of estate planning, trust taxation, and wealth preservation strategies Advanced proficiency in Excel and financial modeling Responsibilities
Business Tax Preparation & Filing
Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs) Ensure compliance with all tax regulations and deadlines Identify opportunities for tax minimization, credits, and deductions
Tax Planning & Strategy
Develop and implement tax strategies for businesses and high net worth individuals Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions Conduct research on new tax laws and regulations and communicate their impact to clients
Financial Statement Review
Perform financial reviews and provide recommendations to improve financial performance Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed Provide advisory services on cash flow, budgeting, and financial forecasting
High Net Worth Tax Services
Manage tax planning, estate planning, and wealth management for high-net-worth individuals Provide tailored financial advice for wealth preservation, tax-efficient investing, retirement planning, and succession planning Work closely with wealth management teams and other professionals to optimize client financial outcomes
Business Accounting Services
Assist with accounting functions for business clients Ensure accurate financial records and documentation, performing regular audits as necessary Provide guidance on financial systems, internal controls, and accounting software tools
Client Relationship Management
Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year Maintain strong relationships with existing clients while identifying opportunities to expand service offerings Collaborate with clients to understand their financial goals and provide customized solutions
The position is a full-time seasonal position for our upcoming tax season. Family-friendly culture, employee-focused, great work life balance. Submit your resume to Human Resources at https://tmsfinancial.bamboohr.com/careers/87
#J-18808-Ljbffr