Job Description

Company Description Jonathan White CPA, PLLC is currently seeking an experienced CPA with 5 - 10 years of recent Tax and Public Accounting experience.

ABOUT US

Based in Matthews NC, Jonathan White CPA, PLLC is proud of our legacy of service to both clients and the local community in the greater Charlotte Metro area. Today we provide Elite Dental Specific Accounting and Advisory Services to clients Nationwide.

Why do we stand out from the crowd? We have built a reputation for providing excellent service and forming long-lasting relationships with our clients. We offer the personal service only possible from a small organization, combined with quality and expertise on par with larger accounting firms.

Job Description As part of the JWW accounting team, you will plan, prepare and review high-end business and individual tax returns, engage in complex tax research and strategic tax planning, ensure compliance, prioritize tax projects and develop and cultivate professional client and staff relationships. This is a great permanent role that offers the opportunity to work for a company with an entrepreneurial culture, where leadership and new ideas are recognized and rewarded. Successful applicants will thrive in a forward thinking, collaborative work environment, and be an enthusiastic contributor to an energetic and talented firm culture.

ESSENTIAL JOB FUNCTIONS

• Oversee and coordinate tax planning and projections
• Review / Prepare Federal/State Income Corporate/Individual Tax Return, including multi-state returns
• Review or complete tax research projects
• Gather and prepare information for federal and state tax auditors
• Proactively communicate relevant emerging tax issues and industry information to clients
• Provide proactive advisory and consulting services
• Service consulting engagements on an as needed project basis
• Leveraging your project management, analytical, interpersonal and communication abilities

Qualifications

• Bachelor’s Degree in Accounting is required, master’s in Taxation preferred
• Active Licensed CPA
• 5 - 10 years of recent tax preparation and reviewing experience in public accounting
• Industry experience in professional services, dental, healthcare, and high net worth individuals
• Experience with compliance, heavy tax planning, and IRS communication
• Requires strong background and understanding of C and S Corporations, LLCs and Partnerships
• Demonstrated background working with pass through entity taxation, particularly with partnerships
• Strong skills in Corporate compliance, Multi-State Taxation
• Tax return review experience required
• Excellent problem solving and client relations skills
• Preferred partnership experience includes entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related maters
• Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus
• Strong communication and writing skills, including the ability to succinctly communicate recommendations and document procedures performed
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong computer skills with general office use software and an ability to adapt to new software applications

Additional Information WHY JWW, CPA?

We put our employees first. We work hard for our clients and they are the top priority, but we recognize that our team needs balance as well. Some companies say they offer balance. We actually do; revolutionizing what it means to work in the public accounting field. Being a part of our exceptional team means you’ll get hands-on experience working alongside some of the leading experts in the financial and consulting field, while enjoying the freedom and autonomy to manage your career and make a positive impact. Our mission is to make a difference for everyone. We are committed to fostering an environment and providing opportunities which brings our associates maximum potential to fruition.

BENEFITS:

We value our employees’ time and efforts. Our commitment to your success is enhanced by our:

• Competitive salary and bonus program
• Extensive benefits package including training, generous paid time off, retirement, medical benefits and future growth opportunities within the company
• We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy
• We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
• Uncompromising integrity, a passion for excellence and mutual respect