CPA Licensed Business Advisor

A company is looking for an Advisor (EA, CPA Preferred).

Key Responsibilities

Build lasting connections with small business owners, providing expert guidance throughout their financial journey

Apply accounting expertise to ensure accuracy and compliance while crafting financial strategies that optimize client success

Communicate proactively with clients to deliver personalized experiences and collaborate with team members to ensure seamless financial management

Required Qualifications

A minimum of three years of experience in Accounting and / or Tax Preparation services for small businesses

EA, CPA, or other Accounting credentials strongly preferred

Experience using accounting and / or tax preparation software to service multiple clients

Proven ability to complete small business accounting and tax preparation tasks, including IRS forms and account reconciliations