Financial Services Professional
4 days ago
We are a forward-thinking multi-disciplinary accounting, audit, tax, and advisory firm serving the needs of individuals, businesses, not-for-profit entities, and government.
Salary and BenefitsThe annual amount for this position is between $56,000 - $63,000, which includes expected paid overtime worked. The Firm offers a competitive wage and benefits package that includes health/dental/vision insurance and 401(k) Plan.
Responsibilities- Understand client needs and expectations regarding their business and industry, as well as accounting and control systems.
- Perform substantive tests and internal controls to identify and resolve accounting or reporting issues.
- Analyze reports and confidential client information.
- Prepare financial statements.
- Attend training courses assigned by the Firm and work with Performance Coach to build continuing education plans.
- Begin personal professional development program to continuously improve technical and interpersonal skills.
- Begins using Firm resources to find answers to issues encountered in tax compliance and other engagements.
- Take initiative to assist others in completing assignments whenever possible.
- Seek feedback as an opportunity to learn.
- Bachelor's Degree required. Degree in Accounting, Finance, or other financial areas preferred.
- Strong computer skills (Microsoft Word, Excel, etc.).
- Strong verbal, written communication, and analytical skills.
- Ability to work independently on tasks and projects; while also collaborating with peers in a team-oriented environment.
- Motivated to work in a fast-paced environment.
- Working toward the successful completion of the CPA exam (or plans to start soon after employment).
We provide a comprehensive benefits package including health/dental/vision insurance and 401(k) Plan. Our benefits package includes 15 days of paid time off, 10 observed holidays, and a range of programs and benefits designed to support the physical, financial, and social well-being of our employees.
- Community service participation.
- Health, dental, and vision insurance.
- 401(k) employer match.
- CPA review course, license application, and testing fees reimbursement.
- CPA exam testing paid time off.
- Career Development Program.
- Overtime Pay.
- Paid professional license renewals and continuing education courses.
- Master's in Taxation tuition reimbursement.
- Wellness programs and all workstations have a sit/stand option.
- 'Dress for Your Day' policy.
- Busy season socials and activities.
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