We’re hiring a career-motivated, data-driven certified public accountant for a key position on our team. You’ll be responsible for maintaining the financial integrity of our company by overseeing our financial planning, keeping our general ledger up-to-date, ensuring the accuracy of our financial information, and making recommendations for budget optimization. Candidates should be experienced problem-solvers, well-organized, detail-oriented, and time-efficient. Responsibilities: • Bookkeeping: Review the company’s financial documents including financial statements, balance sheets, profit and loss statements, and financial transactions and make sure they’re correct and comply with laws and regulations • Establish accounting policies and procedures to ensure the business runs smoothly • Work in an advisory capacity on the organizational budget and strategic planning • Lead the preparation, review, and delivery of comprehensive tax plans and strategies for law firm clients. • Review and approve financial statements, tax returns, and reconciliations prepared by team members. • Conduct in-depth financial and operational analysis to help clients improve profitability, reduce tax liability, and enhance cash flow. • Manage the most complex three-way trust account reconciliations, ensuring compliance with IOLTA regulations. • Oversee and advise on budgeting, forecasting, and financial planning for clients. • Collaborate with the leadership team to identify new service opportunities and develop client-focused solutions. • Lead training sessions and provide mentorship to junior accountants and staff, fostering a culture of continuous learning and development. • Represent the firm in client consultations, industry events, and networking opportunities to drive client retention and acquisition. • Establish accounting policies and procedures to ensure the business runs smoothly. Qualifications: • Strong understanding of generally accepted accounting principles (GAAP) • Must have passed the uniform CPA examination from the AICPA and be CPA certified within the state board of accountancy regulations • Candidate must have a bachelor’s degree in accounting or similar field, Master’s degree preferred • 2+ years of work experience in accounting services, financial services, or similar field • Excellent time management, problem-solving, and communication skills • Bachelor’s degree in Accounting, Finance, or a related field. • 6+ years of accounting experience, with expertise in tax preparation, tax planning, and legal trust accounting. • CPA designation required. • Advanced proficiency in accounting and tax preparation software (e.g., QuickBooks Online, Drake, Lacerte) and legal practice management tools. • Proven leadership and client management skills, with the ability to lead complex engagements and develop strong client relationships. • Exceptional analytical, problem-solving, and communication skills. • Please do not apply if you do not meet ALL of the above qualifications. Compensation: $92,000 - $120,000 yearly
• Lead the preparation, review, and delivery of comprehensive tax plans and strategies for law firm clients. • Review and approve financial statements, tax returns, and reconciliations prepared by team members. • Conduct in-depth financial and operational analysis to help clients improve profitability, reduce tax liability, and enhance cash flow. • Manage the most complex three-way trust account reconciliations, ensuring compliance with IOLTA regulations. • Oversee and advise on budgeting, forecasting, and financial planning for clients. • Collaborate with the leadership team to identify new service opportunities and develop client-focused solutions. • Lead training sessions and provide mentorship to junior accountants and staff, fostering a culture of continuous learning and development. • Represent the firm in client consultations, industry events, and networking opportunities to drive client retention and acquisition. • Establish accounting policies and procedures to ensure the business runs smoothly.