Benefits:

401(k) matching

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

You will be responsible for preparing, reviewing, and analyzing financial reports for our company and our clients. This role would also draft comparison charts, initial business evaluations and financial analyses.

Previous work experience, along with a degree in Accounting and a CPA qualification is required for this role. The ideal applicant would be CDFA certified, or willing to get certified.

Responsibilities:

Draft Business Evaluations for our clients.

Draft Comparison Charts for our clients.

Prepare company and individual tax returns.

Organize and update financial records as needed (digital and physical).

Analyze transactions and prepare reports.

Perform regular, detailed audits to ensure accuracy in financial documents, expenditures and investments.

Participate in budgeting processes.

Liaise with Tax Accountants to track tax payments and returns.

Keep company financial information confidential.

Establish accounting policies and procedures.

Stay informed on industry developments and changes in regulations.

Understanding Financial Implications.

Analyzing Assets and Liabilities.

Be aware and able to address tax implications.

Be able to review and analyze Retirement Plans.

Why Join Us?

• Be part of a dedicated team committed to supporting clients through one of life’s most challenging transitions.

• Work in a professional, collaborative, and client-focused environment.

• Enjoy opportunities for professional growth and development in a rewarding role.

• This position would be perfect for someone who wants to slow down a bit, and not have a busy practice.

If you are a detail-oriented, compassionate financial expert eager to make a meaningful difference, we’d love to hear from you.