Are you a CPA with an established client base looking to enhance your practice and expand your capabilities?
Join our established insurance and financial planning firm as a Certified Public Accountant. We are seeking a highly motivated, client-focused CPA to integrate tax preparation services with our existing insurance/financial offerings. This unique opportunity allows you to service our firm's existing clients while also bringing your own book of business to a supportive and growth-oriented environment.
You will receive a competitive base salary and a generous commission based on the tax services you provide, with the overall compensation structure being open for negotiation to align with your career goals.
The opportunity
Built-in client base: Immediately expand your services to our existing 6,000+ client base and growing clientele of individuals and businesses who need expert tax planning and preparation.
Integrated planning: Collaborate with our team of financial planners to provide a holistic approach to our clients' financial health, covering tax, insurance, and investments.
Professional autonomy: Enjoy the stability of a salaried position while having the freedom to manage and grow your own client base.
Lucrative compensation: Earn a competitive base salary with additional commission incentives for tax services rendered.
Key responsibilities
Prepare and file accurate federal and state tax returns for individuals and business entities, including S-Corps and LLCs.
Provide strategic tax planning advice to clients, identifying opportunities for savings and proactive financial management.
Serve as the primary point of contact for all client tax-related questions, and communicate effectively with existing and prospective clients.
Maintain the highest level of professional and ethical standards, ensuring client confidentiality and accuracy.
Stay informed on current tax laws, rules, and regulations to ensure compliance and provide expert guidance.
Qualifications
Active Certified Public Accountant (CPA) license is required.
Pryer experience in preparing tax returns and providing tax planning services.
An existing, portable client base is a significant asset.
Strong knowledge of tax laws and regulations.
Excellent interpersonal, communication, and client service skills.
High level of accuracy, efficiency, and attention to detail.
Why join our team?
A supportive office environment is offered where you will be an integral part of the mission to provide comprehensive financial solutions. This is more than just a job; it is a long-term partnership with significant income potential.
To apply: Please submit your resume and a cover letter detailing your experience and why you would be a great fit for this role.
