We're a fast-paced CPA/Wealth Advisory firm hiring a driven accountant for an integral position on our team. You’ll assist with various accounting functions including client accounting services, tax planning, tax preparation, and advisory. This position is open for part-time or full-time hours. This position has a great opportunity for personal development, position advancement, and client engagement within our organization. This position works directly with the firm's founder and visionary. Candidates should be experienced problem-solvers, well-organized, detail-oriented, and time-efficient. Responsibilities: • Monthly, quarterly, and annual client service accounting tasks through the general ledger • Proven ability to provide technical accounting support to bookkeeping staff • Assist firm in supporting QuickBooks Online/Desktop for clients accounting needs/client questions • Setup and conversion of client accounting systems to QuickBooks Online/Xero • Trial balance preparation and year-end journal entries • Tax Planning • Preparation of tax returns - Individuals, corporate, partnership, and LLC's • Preparation of payroll, payroll taxes, quarterly returns, W-2's and other necessary forms • Preparation of business license, sales tax returns, and unsecured property tax statements • Review and response to government notices Qualifications: Must possess exceptional communication, problem-solving, and time management skills • Bachelors Degree • CPA Eligible/In Process • Minimum of 2 years of PRIOR CPA FIRM experience which includes 2 tax seasons • Team player; Outgoing, warm personality - we are high touch, relationship-based firm • Detailed and technology-oriented • Ability to multi-task and execute multiple projects and assignments • Ability to work independently • Solid computer skills and competence with Microsoft Office - Word, Excel, PowerPoint, Outlook; QuickBooks Online/QuickBooks Desktop; Ability to learn software quickly Compensation: $68,000+ depending on experience

• Monthly, quarterly, and annual client service accounting tasks through the general ledger • Proven ability to provide technical accounting support to bookkeeping staff • Assist firm in supporting QuickBooks Online/Desktop for clients accounting needs/client questions • Setup and conversion of client accounting systems to QuickBooks Online/Xero • Trial balance preparation and year-end journal entries • Tax Planning • Preparation of tax returns - Individuals, corporate, partnership, and LLC's • Preparation of payroll, payroll taxes, quarterly returns, W-2's and other necessary forms • Preparation of business license, sales tax returns, and unsecured property tax statements • Review and response to government notices