CPA and Client Lead

Overview

A rapidly growing accounting firm is seeking a qualified professional to join their team in a remote capacity based in Cincinnati, OH. This role offers the opportunity to work full-time or part-time with a flexible schedule.

Responsibilities

• Prepare tax returns and extensions for individuals, nonprofits, partnerships, corporations, and trusts
• Conduct year-end tax projections
• Perform tax research
• Generate trial balances and financial statements
• Develop financial plans and strategies to meet clients' financial goals
• Provide guidance and advice to clients on accounting matters
• Respond to IRS and other taxing authority notices

Requirements

• Bachelor's Degree in Accounting (required)
• CPA license (preferred)
• Proficiency with tax and accounting software; experience with CCH Axcess, QuickBooks, and Drake Software is a plus
• Strong verbal and written communication skills
• Ability to collaborate effectively with team members
• Completion of Advanced Certification with VITA
• Strong time management skills with the ability to meet deadlines and prioritize assignments

Compensation & Benefits

• Salary range: $60,000 to $75,000 per year
• Health and wellness stipend (subject to a 2-month waiting period)
• Unlimited time off with a 4-week minimum
• Flexible scheduling

Location

• Remote work opportunity
• Based in Cincinnati, OH

Additional Information

• Waiting period may apply for benefits
• Schedule to be determined
• Preferred experience: 3 years in tax-related roles
• Job types: Full-time or Part-time