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Full Job Description
Job Description: CPA
Job Brief:We seek experienced Certified
Public Accountants (CPAs) to join our team.
Job Requirements:
Minimum two years of relevant experience.
An active CPA
license.
Strong command over General Ledger.
Proficient
in Business and Personal Tax.
Certification and hands-on
experience in small business accounting software (QuickBooks, Xero,
etc.).
Excellent soft skills.
Job Responsibilities:
Client Management:
Manage and nurture relationships with
existing clients.
Conduct regular meetings to understand their
needs and provide relevant solutions.
Understand client
concerns and resolve them as required.
Team Management
Mentor and Manage a virtual team of Accountants.
Provide
required subject matter expertise to the team members as needed.
Sales Collaboration:
Collaborate with sales personnel to
identify opportunities and upsell additional products/services.
Work closely with the sales team, providing support in closing
deals.
Networking:
Develop a local social network by
attending business and networking events.
Leverage networking
opportunities to expand the client base.
Virtual Office
Operations:
Operate efficiently from BFG’s virtual office or at
the convenience of your home office to deliver top-notch accounting
and related services.
Utilize the provided tools and resources
to enhance client interactions.
Project Work:
Perform
various financial projects based on your experience and interest,
including audits, tax planning, financial projections, consultation,
and other related activities.
Ensure compliance with relevant
regulations and industry standards.
Skills Required
Hard
Skills
Working experience in full-cycle general ledger
accounting and financial reporting.
Experience in US Individual
and Business Tax Preparation.
Knowledge of payroll and payroll
taxes.
Specialized knowledge in a minimum of one major field
(e.g., Auditing, Business Planning, Tax Planning, Non-profit,
Industry-specific knowledge, Accounting Software knowledge, etc.)
Soft Skills
Leadership
Providing clear direction
and guidance to the team members.
Leading by example and
setting high standards of professionalism.
Communication:
Clear and concise communication (Verbal and written) with team
members and clients
Active listening to understand team
members’ concerns/queries
Time Management:
Prioritizing
tasks and managing time effectively to meet deadlines.
Delegating responsibilities efficiently within the team.
Balancing multiple projects and tasks simultaneously.
Critical thinking
Understand the concerns of Team
Members and Clients, analyze, evaluate, and make a reasoned decision.
Presents analyses and recommendations clearly and
understandably.
Technical Skills
Working knowledge of
QuickBooks, Xero or other accounting software.
Experience in
Tax preparation software. (We use Drake Take)
Experience in
Mircrosoft Excel and Word.
Experience in Google Sheet, and
Word.
Remuneration:
Fixed revenue share on income
generated by your virtual accounting team.
70:30 split on other
projects.
Benefits:
Prestigious Virtual Office:
Access to a prestigious local virtual office for day-to-day
activities and client meetings.
Professional environment to
conduct meetings and consultations.
Digital Presence:
Personalized profile page on our website featuring the CPA’s
credentials.
You will receive digital marketing strategies,
including paid campaigns, SEO, and online and offline promotional
activities.
Note: BFG (Business Financial Group) will provide
continuous marketing and sales support to assist in bringing new
clients and ensuring the CPA’s success. The focus is creating a
collaborative and supportive professional and financial growth
environment.
Requirements
Minimum two years of relevant
experience.
An active CPA license.
Strong command over
General Ledger.
Proficient in Business and Personal Tax.
Certification and hands-on experience in small business
accounting software (QuickBooks, Xero, etc.).
Excellent soft
skills.
