What are the responsibilities and job description for the Accountant/CPA position at Balance Tax & Accounting?
Job Title: Accountant / CPA
About Us
Balance Tax & Accounting is a high-end, successful, and growing accounting firm, we are dedicated to delivering the highest level of service and expertise. We don’t just crunch numbers, we build lasting relationships with our clients by providing trusted advice and strategic financial guidance. We specialize in delivering expert accounting, tax planning, and advisory services to help our clients achieve financial success.
Job Overview
We are seeking a highly skilled accountant with an aptitude to learn. The ideal candidate will have at least three years of accounting and/or tax experience and have or be working toward earning the CPA designation.
This role requires exceptional communication skills, as you will collaborate closely with clients and other team members to provide tailored financial guidance and support. If you excel at building relationships, are passionate about becoming a trusted partner in business owners’ success, and are committed to delivering outstanding client service, we want to hear from you!
Key Responsibilities
- Prepare financial statements, tax returns (business & individual), and other accounting reports.
- Communicate and execute tax planning strategies
- Manage multiple deadlines and shift priorities efficiently
- Ensure work is completed accurately and on time
- Meet with clients and other team members to build relationships, identify planning opportunities, and address business needs.
- Stay updated on tax laws, accounting standards, and industry best practices.
- Respond to client questions and provide timely guidance
Qualifications & Skills
- CPA license preferred (or actively pursuing)
- 3 years of experience in accounting and/or tax preparation
- Strong ability to develop and maintain relationships with coworkers and clients
- Ability to juggle multiple clients and deadlines with minimal oversight
- Strong critical thinking skills and ability to work independently
- Organized, detail-oriented, and adaptable
- Excellent communication and client-facing skills.
- Proficiency in accounting software and tax preparation tools.
Why Join Us?
- Competitive salary and benefits.
- Paid time off, holidays off
- Employer pays 50% of health insurance premium for employee
- 401(k), up to 4% employer match
- $150/month HSA contribution if on our health insurance plan
- $40/month cell phone reimbursement
- Opportunity for career growth and leadership development
- Collaborative and supportive team environment
- Work with a diverse portfolio of business clients
- Specialize in building relationships with our clients for their success
Schedule:
Monday-Friday: In office
How to Apply:
Send your resume and a brief cover letter to kim@balanceCPA.com
Balance Tax & Accounting provided the following inclusive hiring information:
We are an equal opportunity employer and consider all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Our Mission:
Provide trusted advice and service to ensure our clients’ success.
Pay: From $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Cell phone reimbursement
- Continuing education credits
- Health insurance
- Health savings account
- Opportunities for advancement
- Profit sharing
- Wellness program
Work Location: In person
Salary : $80,000