If you are looking for an exciting opportunity with a company that has grown and thrived for over 30 years and want to work directly with a small group of intelligent and dedicated professionals, we want to meet you! Kindly send a resume, salary requirements, and a cover letter demonstrating why you are the best candidate for this job to .
We have developed a process that we call “running the numbers.” It is more accurately described as preparing long-term financial projections for our clients. Our process requires the CPA doing the projections to not only have a strong tax and spreadsheet background but also to be able to prepare projections and run different scenarios with the client in the room.
We do not expect to find candidates who already know how to run the sophisticated financial projections – you will have excellent mentors to help you expand your horizons. We will expect that every candidate has a solid income tax preparation background and excellent communication and interpersonal skills – positive direct client contact is essential to the job. He/she will be self-motivated, independent, flourish in a fast-paced work environment, and interact well with a supportive and energetic team.
Individual tax preparation using CCH Prosystem fx® tax software
Meeting with and advising clients
Roth IRA conversion projections and analysis (after training)
Social Security analysis and optimization (after training)
Long-term financial projections and tax planning (after training)
Ultimately, working with clients to develop their personal financial masterplans
The ability to prepare 1040s without training (though you would have very knowledgeable CPAs who could help with difficult situations)
Experience and comfort using elaborate spreadsheets
A working knowledge of CCH Prosystem fx® tax software or a similar program
An ability and willingness to pick up new skills quickly and work independently
Willingness to be trained in Roth IRA conversions, Social Security analysis, life insurance, safe withdrawal rate calculations, etc.
Courteous, upbeat, positive, and professional attitude – positive client and potential client interactions are the lifeblood of our business
Working well with all professional colleagues and support personnel while taking direction from senior management
Personal Financial Specialist (PFS) accreditation is a bonus
We have a successful tax preparation business. We anticipate that after the initial hire, you will be spending more time preparing income taxes than doing financial projections. Your involvement with financial projections will evolve with time and training. In terms of tax season, we obviously expect more than 40 hours for the 2-month tax season, but we are very gentle compared to every other CPA firm in terms of overtime and tax season demand.
We offer competitive wages, a company 401(k) plan, medical, dental, and vision insurance, and disability and life insurance.
If interested, kindly send a resume, salary requirements, and a cover letter demonstrating why you are the best candidate for this job to .
Job Description VPMA, Inc. supplies Defense, Aerospace, Automotive and Medical Device Manufacturers with precision machined components and sub-assemblies. VPMA has...Apply For This Job
Job Description Marketing Assistant If you are a Marketing Assistant with experience, please read on! Top Reasons to Work with...Apply For This Job
Role: The primary function of this job is to conduct daily activities relating to the accounting function by fully using...Apply For This Job
ICAHN Illinois Critical Access Hospital Network Be a part of our team The Illinois Critical Access Hospital Network (ICAHN) is...Apply For This Job
GENERAL DESCRIPTION/POSITION GOAL: Under the direct supervision of the VP of Operations. JOB RELATED FUNCTIONS: Organizes and evaluates patient medical...Apply For This Job
Disney Parks, Experiences and Products (DPEP) brings stories and characters to life through innovative and engaging physical products and digital...Apply For This Job