Certified Public Accountant

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee clients' financial operations, which include taxation, accounting, bookkeeping, and payroll management.

• Ensure full compliance with US taxation laws and regulations, ensuring timely filing of tax returns and payments.

• Lead tax planning and advisory efforts for assigned clients, identifying opportunities to minimize tax liability and support their long-term financial objectives.

• Collaborate closely with the sales and business development team to identify and pursue new client opportunities, including proposals, pitches, and client meetings, aiding in the firm's client base expansion.

• Manage accounts receivable and accounts payable processes, including invoicing, collections, payments, and reconciliations.

• Maintain accurate financial records and documentation using accounting software such as QuickBooks.

• Analyze financial data and trends to generate actionable insights and recommendations.

• Promote collaboration across departments to align financial strategies with business initiatives and strategic goals.

• Provide mentorship and guidance to junior accounting personnel.

• Facilitate client onboarding processes for assigned engagements.

• Contribute to efforts related to client acquisition and retention while delivering excellent customer service.

• Organize and update both digital and physical financial records.

• Participate in external audits, providing necessary documentation and information.

• Prepare year-end audit schedules and support the overall audit process.

• Assist in documenting, designing, and testing processes and procedures that impact financial statements or company performance.

• Aid in automating systems and spreadsheets to enhance efficiency in accounting functions and processes.

⛳️ Requirements

• Bachelor's Degree in Accounting, Finance, Business Administration, Economics, or a related field; a Master's degree is advantageous.

• A CPA license or Enrolled Agent (EA) credential is essential.

• A minimum of 5 years of professional experience in accounting and tax, with a strong emphasis on tax planning and advisory; experience in public accounting is preferred.

• Proven experience in advising clients on tax strategy/planning beyond mere compliance and preparation is highly beneficial.

• Demonstrated experience or a strong desire for client acquisition and business development, including initiating new engagements, leading proposals and pitches, or enhancing existing client relationships.

• A strategic, growth-oriented mindset with a genuine interest in long-term career advancement; high performers may evolve into leadership roles over time.

• Ability to cultivate trusted relationships with clients and referral partners.

• Knowledge of international tax is a strong asset.

• Exceptional verbal and written communication skills, including the confidence to present to clients.

• Proficiency in Microsoft Word, Excel, and Outlook.

• Experience with QuickBooks and/or other accounting software.

• Familiarity with UltraTax and/or other tax preparation software.

• Dependable, self-directed, and detail-oriented with a results-oriented work style.

• A positive team player and quick learner who grasps new concepts efficiently.

🏝️ Benefits

• Competitive salary based on experience plus performance-based bonuses.

• Medical, dental, and vision insurance.

• Life insurance.

• 401K with company matching.

• An excellent international work environment.

• Outstanding ongoing training opportunities.

• Paid vacation and holidays.

• Opportunities for growth.