Financial Planning Professional

4 days ago


Sioux City, Iowa, United States Fligel, Brint & Co CPAsTax Tips Inc Full time
Job Overview

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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