Certified Public Accountant

1 month ago

Mayfield Heights, United States W3Global Inc. Full time
Job DescriptionJob Description

Full job description

Job description

Qualifications & Skills:

  • Detail and deadline oriented paired with strong analytical abilities

  • Excellent time management and organizational skills

  • Strong written and verbal communication skills

  • Proficiency with the Microsoft Office Suite and Microsoft Teams

  • Proficiency using QuickBooks Desktop and / or Online products

  • A passion for outstanding customer service and helping others

  • Ability to adapt to and embrace new technology

  • CPA license

Primary Responsibilities:

  1. Possess CPA credentials and strong technical expertise in accounting and tax.

  2. Have proven leadership skills to manage and motivate a team effectively.

  3. Demonstrate excellent customer service capabilities.

  4. Bring an entrepreneurial mind-set with the ability to generate new business.

About us

This company is a financial services and accounting firm located in OH. We provide an extensive range of services to position ourselves as the advisors for our customers' financial health and well-being. Our philosophy is different from other firms in that we take a team and integrated approach to developing comprehensive financial solutions utilizing the combined expertise of our Team Members. Our professionals work closely with one another because we believe that, "There is no expertise without collaboration."

Our accountants are not required to track their time like most traditional accounting firms; instead we measure their effectiveness in providing value for our customers and delivering solutions that are congruent with our customers' goals. Our customer base consists of affluent individuals and small businesses primarily in professional services.

Job Description:

The ideal candidate for this position should be a self-driven, organized, and detail-oriented professional with a strong passion for delivering results and helping clients achieve their financial goals. The candidate must exhibit excellent time management, problem-solving, and analytical skills, along with effective written and verbal communication abilities. This individual should thrive in a collaborative environment, demonstrate a strong aptitude for learning, and show a commitment to both professional and personal growth.

The candidate must hold CPA credentials and possess in-depth technical expertise in accounting and tax.

Key qualifications include:

  • Proven leadership skills with the ability to manage and inspire a team effectively.

  • Exceptional customer service capabilities to build and maintain strong client relationships.

  • An entrepreneurial mindset with the capability to generate new business opportunities.

The role involves managing projects related to tax compliance, accounting, and tax planning. Success depends on working closely with team members to develop innovative solutions for tax management strategies, financial planning, investment opportunities, insurance needs, and lending solutions. Effective customer relationship management and superior service are integral to achieving success in this position.

Job Type: Full-time, Onsite

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