Certified Public Accountant
New
M
Manay CPAAccounting and tax
Listing location: United States; Workplace type: RemoteFull-TimeMiddle
SalaryCompetitive salary based on experience plus performance-based bonus
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Job Details
- Experience
- 5+ years of professional experience in accounting and tax
- Required Skills
- Business DevelopmentMicrosoft ExcelQuickBooks
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field.
- CPA license or Enrolled Agent (EA) credential is required.
- 5+ years of professional experience in accounting and tax, with a strong focus on tax planning and advisory.
- Public accounting experience is preferred.
- Experience advising clients on tax strategy and planning beyond compliance and preparation is a plus.
- Experience or strong interest in client acquisition and business development, including originating engagements, leading proposals and pitches, or growing client relationships.
- Ability to build trusted relationships with clients and referral partners.
- International tax knowledge is a plus.
- Excellent verbal and written communication skills, including confidence presenting to clients.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Experience with QuickBooks or other accounting software.
- Experience with UltraTax or other tax preparation software.
Responsibilities
- Manage clients’ financial operations, including taxation, accounting, bookkeeping, and payroll.
- Ensure compliance with US taxation laws and regulations, including timely tax return filings and payments.
- Lead tax planning and advisory for assigned clients, identifying opportunities to reduce tax liability.
- Collaborate with sales and business development to pursue client opportunities, including proposals, pitches, and client meetings.
- Manage accounts receivable and accounts payable, including invoicing, collections, payments, and reconciliations.
- Maintain financial records and documentation using accounting software such as QuickBooks.
- Analyze financial data and trends and provide recommendations to improve financial performance and operational efficiency.
- Mentor junior accounting staff and facilitate client onboarding for assigned engagements.
- Participate in external audits, prepare year-end audit schedules, and provide documentation as needed.
- Assist with documenting, designing, testing, and automating accounting processes and spreadsheets.
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