WiseHR Group
Job Location
This position is an in office role with the potential for hybrid work over time.
The Company Our client is a locally owned public accounting firm serving select businesses and individuals. Their approach to client service depends on building long‑term relationships and having a comprehensive understanding of each client’s financial picture to best achieve their goals and objectives.
The firm focuses on tax planning and preparation services for high net worth individuals, local businesses, estates, trusts, and foundations. They strive to achieve exceptional results for their clients by providing an unrivaled experience. Recruiting and retaining the top talent is key to achieving these results, and they are seeking a candidate who shares this passion to complement their working environment.
Position Summary We are seeking a full‑time CPA or CPA candidate with two or more years of related experience to join their team.
Duties and Responsibilities
Tax compliance and planning for high net worth clients
Preparation and review of federal, state, and local tax returns
Preferred Qualifications
CPA or CPA candidate
ProSystems tax software experience
QuickBooks software experience
RIA Checkpoint tax research software experience
At least 2 years of related experience
Experience with Microsoft Office applications
Strong oral and written communication skills
Well organized and detail oriented
Pay & Benefits Summary Compensation package is flexible and commensurate with experience. The package includes generous benefits and profit sharing.
Medical insurance
Vision insurance
401(k)
What you can expect from the firm
Reasonable hours from proper engagement planning
Profit sharing
Unlimited upside potential
To be treated as a professional
Extensive client contact
AICPA tax training track
Tax season bonuses
What they expect from you
Perform as a career professional
Regular office hours
Train, mentor, and help others
Seniority level:
Associate
Employment type:
Full-time
Job function:
Accounting/Auditing
Industries:
Accounting and Business Consulting and Services
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The Company Our client is a locally owned public accounting firm serving select businesses and individuals. Their approach to client service depends on building long‑term relationships and having a comprehensive understanding of each client’s financial picture to best achieve their goals and objectives.
The firm focuses on tax planning and preparation services for high net worth individuals, local businesses, estates, trusts, and foundations. They strive to achieve exceptional results for their clients by providing an unrivaled experience. Recruiting and retaining the top talent is key to achieving these results, and they are seeking a candidate who shares this passion to complement their working environment.
Position Summary We are seeking a full‑time CPA or CPA candidate with two or more years of related experience to join their team.
Duties and Responsibilities
Tax compliance and planning for high net worth clients
Preparation and review of federal, state, and local tax returns
Preferred Qualifications
CPA or CPA candidate
ProSystems tax software experience
QuickBooks software experience
RIA Checkpoint tax research software experience
At least 2 years of related experience
Experience with Microsoft Office applications
Strong oral and written communication skills
Well organized and detail oriented
Pay & Benefits Summary Compensation package is flexible and commensurate with experience. The package includes generous benefits and profit sharing.
Medical insurance
Vision insurance
401(k)
What you can expect from the firm
Reasonable hours from proper engagement planning
Profit sharing
Unlimited upside potential
To be treated as a professional
Extensive client contact
AICPA tax training track
Tax season bonuses
What they expect from you
Perform as a career professional
Regular office hours
Train, mentor, and help others
Seniority level:
Associate
Employment type:
Full-time
Job function:
Accounting/Auditing
Industries:
Accounting and Business Consulting and Services
#J-18808-Ljbffr