Financial Planning Professional
4 days ago
We are seeking an experienced Financial Planning and Analysis professional to join our team at Fligel, Brint & Co CPAs/Tax Tips Inc. This is a dynamic opportunity for a skilled accountant/CPA to grow with our small firm in a tax-based practice.
Key Responsibilities:
- Prepare and review financial statements, budgets, and forecasts for personal, partnership, corporation, trust, and exempt organization clients.
- Conduct audits, reviews, and compilations of financial statements, ensuring accuracy and compliance.
- Develop and implement tax planning strategies to minimize clients' tax liabilities.
- Maintain and expand existing client relationships through exceptional service and communication.
- Manage client write-up work, including payroll, sales tax, RPIE, and LM2 filings.
- Represent clients in federal and state audits, ensuring prompt resolution and minimizing penalties.
Requirements:
- Prior experience in a CPA firm setting.
- Licensed Certified Public Accountant (CPA) designation.
- Familiarity with Ultra Tax tax preparation software.
- Proficiency in Microsoft Word, Excel, and QuickBooks.
- Strong analytical, accounting, and tax skills.
- Excellent communication and interpersonal skills.
Estimated Salary: $65,000 - $80,000 per year, depending on experience.
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