About this role
Role Overview
- Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
- Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
- Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
- Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
- Review transactional work and ensure all monthly accounting activities stay on schedule.
Requirements
- At least 5 years of accounting experience within a CPA firm is mandatory.
- CPA or actively pursuing CPA is preferred.
- Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
- Strong hands-on tax planning and preparation skills.
- Prior experience working with dental or healthcare clients (Preferred).
Benefits
- 401(k) plan with profit sharing and life insurance.
- Medical insurance with an employer contribution.
- Short-term and long-term disability plans included.
- Generous PTO policy and a supportive, thriving firm culture.