Tax and Financial Services Specialist

2 weeks ago

Malvern, Iowa, United States Gateway Search Associates Full time

Gateway Search Associates is a reputable recruitment agency partnering with a dynamic CPA firm located on the Main Line. The firm consists of four experienced CPAs, three of whom are partners, and a dedicated team of staff members.

About the Role

We are seeking a highly skilled and motivated Certified Public Accountant (CPA) to join their team as a Tax and Financial Services Specialist. This role will involve managing and performing tax and audit reviews, as well as providing financial statement attest functions for clients.

Key Responsibilities
  • Tax Preparation and Compliance:
    • Prepare and review individual, corporate, partnership, and nonprofit tax returns.
    • Provide tax planning and consulting services to clients.
    • Stay up-to-date with federal, state, and local tax laws and regulations to ensure compliance.
    • Review and analyze client financial data to identify tax-saving opportunities and potential risks.
  • Audit and Review Engagements:
    • Lead and perform audit, review, and compilation engagements for clients in accordance with GAAP and other regulatory requirements.
    • Conduct planning, fieldwork, and reporting for audit and review engagements, ensuring compliance with professional standards.
    • Work with clients to obtain necessary documentation, respond to inquiries, and provide guidance on accounting issues.
    • Oversee staff on audit engagements, providing direction and mentorship.
  • Attest and Assurance Services:
    • Perform attest functions for clients, including reviews and compilations of financial statements.
    • Draft financial statement reports and ensure they are accurate and compliant with industry standards.
    • Provide recommendations to clients based on audit and financial statement reviews.
  • Client Relationship Management:
    • Build and maintain strong, professional relationships with clients, ensuring high levels of service and satisfaction.
    • Serve as a trusted advisor to clients by providing proactive advice and solutions to complex financial, accounting, and tax issues.
  • Team Collaboration and Supervision:
    • Work closely with firm partners and other CPAs on complex projects and client issues.
    • Supervise and mentor junior staff and interns, offering guidance and training on technical skills, client interactions, and firm processes.
    • Review work performed by staff members to ensure accuracy, quality, and timeliness.
  • Firm Development and Growth:
    • Contribute to the development and execution of firm strategies for business growth and client service improvements.
    • Participate in firm marketing, networking, and client development initiatives to expand the firm's footprint and services.

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