WEALTH MANAGEMENT CPAs, LLC
Company Overview
Join our dynamic and forward-thinking team at Wealth Management CPAs, where we prioritize integrity, excellence, and personalized service. We specialize in providing comprehensive financial solutions and tax preparation services to a diverse clientele. As part of our committed team, you’ll collaborate with other financial professionals dedicated to delivering exceptional service and informed advice.
Position Summary We are seeking a highly skilled Certified Public Accountant (CPA) and Tax Preparer to join our team. The successful candidate will have a strong background in tax preparation, excellent analytical skills, and a thorough understanding of tax regulations. This dual-role position will involve preparing and reviewing individual and business tax returns, offering strategic tax planning, and providing expert advice to help our clients achieve their financial goals.
Key Responsibilities
Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
Conduct thorough research and strategic planning to optimize tax benefits and minimize liabilities for clients.
Stay updated on new tax laws and regulations to ensure compliance and advise clients accordingly.
Collaborate with clients to gather necessary financial information and discuss their specific tax concerns.
Provide exceptional client support, addressing inquiries and resolving issues promptly.
Assist in tax audits, correspondence, and other related activities as required.
Maintain strict confidentiality of client information and adhere to ethical practices.
Qualifications
Certified Public Accountant (CPA) certification is required.
Proven experience as a tax preparer with a strong understanding of tax laws and regulations.
Proficiency in tax preparation software and Microsoft Office Suite.
Strong analytical and problem-solving skills with meticulous attention to detail.
Excellent communication and interpersonal skills to effectively interact with clients and team members.
Ability to manage multiple projects and meet deadlines in a fast-paced environment.
Commitment to ongoing education and professional development.
Top Perks and Benefits
401k
health insurance
life insurance
PTO
paid holidays
Wealth Management CPAs is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Position Summary We are seeking a highly skilled Certified Public Accountant (CPA) and Tax Preparer to join our team. The successful candidate will have a strong background in tax preparation, excellent analytical skills, and a thorough understanding of tax regulations. This dual-role position will involve preparing and reviewing individual and business tax returns, offering strategic tax planning, and providing expert advice to help our clients achieve their financial goals.
Key Responsibilities
Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
Conduct thorough research and strategic planning to optimize tax benefits and minimize liabilities for clients.
Stay updated on new tax laws and regulations to ensure compliance and advise clients accordingly.
Collaborate with clients to gather necessary financial information and discuss their specific tax concerns.
Provide exceptional client support, addressing inquiries and resolving issues promptly.
Assist in tax audits, correspondence, and other related activities as required.
Maintain strict confidentiality of client information and adhere to ethical practices.
Qualifications
Certified Public Accountant (CPA) certification is required.
Proven experience as a tax preparer with a strong understanding of tax laws and regulations.
Proficiency in tax preparation software and Microsoft Office Suite.
Strong analytical and problem-solving skills with meticulous attention to detail.
Excellent communication and interpersonal skills to effectively interact with clients and team members.
Ability to manage multiple projects and meet deadlines in a fast-paced environment.
Commitment to ongoing education and professional development.
Top Perks and Benefits
401k
health insurance
life insurance
PTO
paid holidays
Wealth Management CPAs is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr