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CPA

Job Requirements:

-8 to 10 plus years of experience
-Tax return and investment management background
-Bachelors degree in accounting
-Have their CPA or at least be an enrolled agent who has dealt with the IRS
-Maintain constant communication with IRS, State Agencies and our clients
-Provide tax consults and onboarding for new clients
-Must be accurate and have knowledge of the current tax code
-Conduct tax interviews
-Fundamental knowledge of GAAP
-Familiarity with QuickBooks and financial statements
-Request, collect, and compile all necessary documents
-Maintain and garner new client relationships

Optional Requirements



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