CPA - Experienced

Job DescriptionJob Description: CPA / Accountant Consultant We are seeking a Certified Public Accountant with extensive personal tax and business accounting experience to support and be an integral member of our client Wealth Management team. Candidate needs to possess an innate desire to provide consultative financial planning advice using their understanding of taxes to assist clients in making wise financial choices. The position will involve direct interaction with clients for tax preparation and planning (33%), work with firm partners on internal accounting and financial management (33%) and lastly work with the Advisory and Investment Management teams providing financial planning and portfolio management service. This exciting position will provide both personal and professional growth potential. Primary Responsibilities: Prepare Individual and Trust Tax Returns Consult with clients throughout the year on Tax Planning matters Prepare internal accounting for the Firm Assist CEO in strategic planning for the Firm Qualifications: Must be able to present and meet with clients as part of the Wealth Management Team Consultative personality is a must Proficient in Excel and Quickbooks online Lacerte Tax Software experience a plus Minimum Job Requirements: CPA Certificate is required 5+ years experience with public accounting firm working with diverse small/mid-size business clients 5+ years' experience preparing and reviewing 1040, 1041, 1065, 1120S tax returns Management experience with a public accounting firm is a plus 4 year College Degree in Accounting or a Finance related field is a plus