Job Description

Job Description

We are seeking a detail-oriented and experienced Certified Public Accountant (CPA) to join our dynamic finance team. The ideal candidate will possess strong financial acumen and a comprehensive understanding of accounting principles. This role involves preparing tax returns, calculating tax projections and providing insightful financial analysis to support client financial planning decisions. The CPA will play a crucial role in assisting existing clients with long term tax planning and will be instrumental in guiding our clients through various financial planning challenges.

Responsibilities

• Prepare and review tax projections for clients
• Manage the tax planning aspect for clients
• Conduct technical accounting research and provide guidance on complex accounting issues.
• Prepare tax returns for existing clients
• Assist in the preparation of client's comprehensive financial plans and provide analytical analysis for financial planning decisions.
• Collaborate with cross-functional teams to streamline existing client experience.

Requirements

• Bachelor’s degree in Accounting or Finance; CPA certification is required.
• Proven experience in public tax preparation
• Proficiency in Microsoft Office
• Strong understanding of tax projections and Roth conversions.
• Excellent forecasting skills with the ability to analyze financial data effectively.
• Solid understanding of wills, trusts, and estate law is advantageous.
• Exceptional attention to detail with strong organizational skills.
• Ability to work collaboratively within a team environment while managing multiple priorities effectively.

We invite qualified candidates who are passionate about accounting and eager to contribute their expertise to apply for this exciting opportunity as a Certified Public Accountant.

Job Type: Full-time

Pay: $95,000.00 - $105,001.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Application Question(s):

• Do you currently hold an active CPA license?
• Please concisely explain your approach to analyzing Roth conversions for clients.

Ability to Commute:

• Nashville, TN 37204 (Required)

Ability to Relocate:

• Nashville, TN 37204: Relocate before starting work (Required)

Work Location: In person