Profit & Tax Professional – CPA
Location
North Carolina + 5 moreAll locations: North Carolina, Missouri, Tennessee, Texas, Virginia, West Virginia
Posted
134 days ago
Salary
$32 - $38 / hour
Seniority
Senior
Professional Certificate4 yrs expEnglishCloud
Job Description
• Serve as client’s strategic partner, processor, and protector to drive customer service in profit & tax planning
• Profit and tax planning
• Seasonal federal and state tax filings and analysis
• Complete and advise on quarterly estimated income tax payments
• Perform bookkeeping work in Xero and/or QuickBooks (including reconciliations, cleanups, and financial reviews)
• Provide accurate financial snapshots
• Conduct cash flow analysis and financial forecasting as assigned
• Manage onboarding and renewals
• Promote client and team success
Job Requirements
- Certified Public Accountant (CPA) certification
- 4–7 years of hands-on bookkeeping and accounting experience (not just oversight/review)
- strong tax preparation and planning experience
- 4-7 years in client success, account management, tax planning, and tax preparation
- Demonstrated proficiency with QuickBooks and Xero (including reconciliations, cleanups, and preparing books for tax readiness)
- Proficiency using Google Apps such as Mail, Calendar, Drive, Docs, Sheets, Meet, etc.
- Proficiency in adopting cloud-based technology (Canopy, Drake, Xero, QuickBooks, etc.)
- Ability to improve client relationships and retention both inbound and outbound
- Highly detailed and organized when it comes to client work and project management
- Experience handling confidential information with intention and discretion, minimizing errors
- Caring, empathetic communicator who prides oneself on being a valuable resource and partner
- Experience working in a virtual, entrepreneurial environment and can adapt to change quickly
- Easily provides a home office environment that is quiet, professional, and maximizes productivity
Benefits
- 401k plan for payroll-directed contributions after the first 12 months
- unlimited PTO
- 10 paid holidays (including a two-week all-company shutdown between Christmas and New Year's after your 90-day introductory period)
- a 100% remote work environment
- a wide range of growth and learning opportunities
- Profit First Rewards Program (voluntary, discretionary profit-sharing benefit after six months of service)
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