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Job Description
Wanted: CPA excited to expand his/her horizons to include fascinating work in personal finance in addition to tax preparation. Our CPA firm operates independently but in concert with our retirement and estate planning law firm and Lange Financial, our financial advising firm. We pride ourselves on offering our clients, predominantly individuals with substantial IRAs and retirement plans, the option to develop “financial/retirement/estate masterplans” through our comprehensive services.
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.
Responsibilities:
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
Requirements:
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.
Benefits
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 .