Job Description

Job Description

• Further develop and streamline day-to-day financial operating procedures.
• Prepare and examine financial records, ensuring accuracy and compliance with regulations.
• Conduct audits and provide recommendations for improving financial processes.
• Create efficient and effective financial business processes.
• Prepare tax returns and ensure timely filing.
• Analyze financial data and create reports for management.
• Assist in budget preparation and financial planning.
• Adhere to professional standards and regulations.
• Stay updated on changes in tax laws and accounting standards.
• Provide financial advice and support to clients.
• Integral member of the finance team.
• Partner with HR for payroll processes.

Qualifications:

• Certified Public Accountant (CPA) license.
• 5 to 10 years of experience in accounting or a related field.
• Strong knowledge of accounting principles and practices.
• Proficiency in accounting software (e.g., QuickBooks, SAP).
• Excellent analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and as part of a team.

In addition, the staff CPA may acquire clients as part of our total client referral/resource services.

Company Description

About Us. We are a rapidly growing company in the financial sector, dedicated to empowering our clients to achieve their retirement dreams. We pride ourselves on our commitment to excellence, integrity, and personalized service. We are looking for talented individuals to join our team and contribute to our success.

Company Description

About Us. We are a rapidly growing company in the financial sector, dedicated to empowering our clients to achieve their retirement dreams. We pride ourselves on our commitment to excellence, integrity, and personalized service. We are looking for talented individuals to join our team and contribute to our success.