What are the responsibilities and job description for the Certified Public Accountant position at Everett Wealth Management?
Job Summary
We are seeking a detail-oriented and experienced Certified Public Accountant (CPA) to join our dynamic finance team. The ideal candidate will possess strong financial acumen and a comprehensive understanding of accounting principles. This role involves preparing tax returns, calculating tax projections and providing insightful financial analysis to support client financial planning decisions. The CPA will play a crucial role in assisting existing clients with long term tax planning and will be instrumental in guiding our clients through various financial planning challenges.
Responsibilities
- Prepare and review tax projections for clients
- Manage the tax planning aspect for clients
- Conduct technical accounting research and provide guidance on complex accounting issues.
- Prepare tax returns for existing clients
- Assist in the preparation of client's comprehensive financial plans and provide analytical analysis for financial planning decisions.
- Collaborate with cross-functional teams to streamline existing client experience.
Requirements
- Bachelor’s degree in Accounting or Finance; CPA certification is required.
- Proven experience in public tax preparation
- Proficiency in Microsoft Office
- Strong understanding of tax projections and Roth conversions.
- Excellent forecasting skills with the ability to analyze financial data effectively.
- Solid understanding of wills, trusts, and estate law is advantageous.
- Exceptional attention to detail with strong organizational skills.
- Ability to work collaboratively within a team environment while managing multiple priorities effectively.
We invite qualified candidates who are passionate about accounting and eager to contribute their expertise to apply for this exciting opportunity as a Certified Public Accountant.
Job Type: Full-time
Pay: $80,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- Do you currently hold an active CPA license?
- Please concisely explain your approach to analyzing Roth conversions for clients.
Work Location: In person
Salary : $80,000 - $90,000