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Now viewing: Certified Public Accountant
EW
Everett Wealth Management
Certified Public Accountant
Job Description
Job Summary We are seeking a detail-oriented and experienced Certified Public Accountant (CPA) to join our dynamic finance team. The ideal candidate will possess strong financial acumen and a comprehensive understanding of accounting principles. This role involves preparing tax returns, calculating tax projections and providing insightful financial analysis to support client financial planning decisions. The CPA will play a crucial role in assisting existing clients with long term tax planning and will be instrumental in guiding our clients through various financial planning challenges. Responsibilities Prepare and review tax projections for clients Manage the tax planning aspect for clients Conduct technical accounting research and provide guidance on complex accounting issues. Prepare tax returns for existing clients Assist in the preparation of client's comprehensive financial plans and provide analytical analysis for financial planning decisions. Collaborate with cross-functional teams to streamline existing client experience. Requirements Bachelor's degree in Accounting or Finance; CPA certification is required. Proven experience in public tax preparation Proficiency in Microsoft Office Strong understanding of tax projections and Roth conversions. Excellent forecasting skills with the ability to analyze financial data effectively. Solid understanding of wills, trusts, and estate law is advantageous. Exceptional attention to detail with strong organizational skills. Ability to work collaboratively within a team environment while managing multiple priorities effectively. We invite qualified candidates who are passionate about accounting and eager to contribute their expertise to apply for this exciting opportunity as a Certified Public Accountant.