Overview
This role supports clients with accounting, tax, payroll, and related financial services while ensuring compliance with U.S. tax laws and regulations. The employer is headquartered in Atlanta, GA, and the team works with individuals, entrepreneurs, and businesses of all sizes.
Responsibilities
- Manage clients’ financial operations, including taxation, accounting, bookkeeping, and payroll management.
- Ensure strict compliance with U.S. taxation laws and regulations, including timely filing of tax returns and payments.
- Lead tax planning and advisory for assigned clients, identifying opportunities to reduce tax liability and support long-term financial goals.
- Collaborate with the sales and business development team to originate and pursue new client opportunities, including proposals, pitches, and client meetings.
- Manage accounts receivable (AR) and accounts payable (AP), including invoicing, collections, payments, and reconciliation.
- Maintain accurate, up-to-date financial records and documentation using accounting software such as QuickBooks.
- Analyze financial data and trends to provide actionable insights and recommendations to improve financial performance and operational efficiency.
- Coordinate across departments to align financial strategies with business initiatives and strategic objectives.
- Provide mentorship and guidance to junior accounting staff.
- Support smooth client onboarding for assigned engagements, following established protocols.
- Contribute to client acquisition and retention efforts and deliver strong customer service in client interactions.
- Organize and update financial records (digital and physical) to ensure accuracy and accessibility.
- May participate in external audits by collaborating with auditors and providing required documentation.
- Prepare comprehensive year-end audit schedules and provide support throughout the audit process.
- Assist in documenting, designing, and testing processes and procedures affecting financial statements or company performance.
- Drive efficiency by supporting automation of systems and spreadsheets to streamline accounting functions and processes.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related; Master’s degree is a plus.
- CPA license or Enrolled Agent (EA) credential is a must.
- 5+ years of professional experience in accounting and tax, with strong focus on tax planning and advisory; public accounting experience is preferred.
- Demonstrated experience advising clients on tax strategy/planning beyond compliance and preparation is a huge plus.
- Proven experience in client acquisition and business development, such as originating new engagements, leading proposals and pitches, or growing existing client relationships.
- Strategic, growth-oriented mindset and interest in long-term career advancement; strong performers may grow into leadership responsibilities over time.
- Ability to build trusted relationships with clients and referral partners.
- International tax knowledge is a strong plus.
- Excellent verbal and written communication skills, including confidence presenting to clients.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Experience with QuickBooks and/or other accounting software.
- Experience with UltraTax and/or other tax preparation software.
- Dependable, self-directed, and detail-oriented with an end-result-oriented work style.
- Positive team player and fast learner who masters new concepts quickly.
Preferred Qualifications
- Openness to relocating to the Marietta office now or in the future (not required, but considered a big plus and will be an advantage in the selection process).
Compensation & Benefits
- Competitive salary based on experience plus performance-based bonus
- Medical, dental, and vision insurance
- Life insurance
- 401K plus company match
- Paid vacation and holidays
- Great international work environment
- Excellent ongoing training
- Growth opportunities
Location
- Atlanta, GA
- Marietta office relocation is a plus (not required).