Daffin Financial LLC

Our vision and our passion is to create an accounting and advisory firm that is designed for the accountants and the advisors. A place where accounting and finance professionals can live a life of freedom and prosperity. The freedom to control their time and schedule, and the prosperity to enjoy that freedom to its fullest. For must of us, that means time with our loved ones. Whoever they may be. We keep that in mind at all times, and always try to think how our team and their families will be impacted by our decisions. We pursue this vision methodically and rigorously, and we will never stop doing so. At the same time, we pursue excellence in client service and hold ourselves to the highest standards. We continuously work on professional education and development, and creating new work opportunities to grow the skills and knowledge of our people. Our firm values also say a great deal about who we are and how we operate. 1. Always be honest. Always. Not just with those around you, but with yourself. 2. Freedom. Our firm exists to help our clients and our team achieve financial freedom. We can’t have happiness without freedom, and we are able to help our people achieve both. That’s what we want.3. Balance. Nothing is more important than our team having balance in their lives. That means prioritizing family, health, and happiness over work. We will always remain laser focused on that. 4. We own our mistakes. We must trust each other and our clients must trust us without a moment’s hesitation. That level of trust is not possible unless everyone owns their mistakes.5. Do the right thing. Be courageous and do the right thing, whatever that may be, no matter the risk. If you do, the firm will always have your back. No matter what. 6. Be creative. This might sound strange for an accounting firm, but life’s problems require creative solutions in all areas. Even accounting. But we do much more than accounting. We provide solutions and trust. 7. Be different. Each of us must be unique to provide a unique Client experience that is highly valued. Uniqueness is within each of us, so just be your true self. Nothing more, nothing less.8. Never quit. There will be serious difficulties on our journey. That is a certainty. We will only succeed, and our clients may only succeed, if we commit to persevere against all odds.

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📍 Anywhere, US

🧭 Full-Time

🔍 Tax Services

  • Bachelor's degree in Accounting or Taxation.
  • Active Certified Public Accountant (CPA) license.
  • 7+ years of experience in income tax.
  • Experience with Intuit ProConnect and Thomson Reuters tax research products is preferred.
  • Ability to deliver excellent client service and communicate effectively.
  • Problem solver, tech-savvy, detail-oriented, self-starter with a desire to grow and learn.
  • Experience performing and documenting tax research on complex topics.
  • Experience with QuickBooks Online and Intuit ProConnect Tax.
  • Experience supervising others.

  • Manage all aspects of clients' tax planning, advisory, and return preparation.
  • Research complex tax subjects.
  • Prepare tax planning and advisory memos for clients on complex tax subjects.
  • Prepare full written tax plans and quarterly updates.
  • Meet with clients and review tax returns.
  • Supervise and review work prepared by senior accountants and managers.
  • Correspond with tax authorities.
  • Monitor federal and state tax updates.
  • Prepare monthly email tax updates for clients.
  • Review and update tax work and organizer templates.
  • Develop work paper templates and a library of tax strategies.
  • Assist with the development of tax services packages and business development strategies.

AccountingClient relationship management

Posted 10 days ago
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🔥 Senior Accountant
Posted 10 days ago

📍 US

🧭 Full-Time

🔍 Accounting

  • Bachelor's degree in Accounting or Taxation.
  • 5+ years of combined experience in client accounting services and sales tax services.
  • Certification in QuickBooks Online.
  • Candidates with additional software certifications will receive priority.
  • Exceptional communication and soft skills for client service.
  • Strong critical thinking and problem solving skills.
  • Tech-savvy and detail-oriented.
  • Self-starter with a desire to grow and learn.
  • Experience with customer support, QuickBooks Online, and Intuit ProConnect Tax.
  • Positive attitude, accountability, and coachability.

  • Manage all aspects of clients' routine bookkeeping and accounting.
  • Handle transaction entry and automation.
  • Oversee system integrations and account reconciliations.
  • Maintain the chart of accounts, accounts receivable, and accounts payable.
  • Perform month-end close and financial reporting.
  • Prepare sales tax returns and conduct nexus analysis.
  • Manage point-of-sale (POS) systems and assist with tax resolution.
  • Correspond with tax authorities and maintain client sales tax account registrations.

AccountingAttention to detailData entryBookkeeping

Posted 10 days ago
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