CPA​/Accountant

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Global

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Our client is a full‑service financial services firm dedicated to bespoke investment and wealth management.

We are seeking a detail‑oriented and experienced Certified Public Accountant (CPA) to join their team. The ideal candidate will provide accurate and efficient tax preparation, planning, and advisory services to a diverse range of individual and business clients. This role requires a thorough understanding of tax laws, strong analytical skills, and a commitment to exceptional client service.

• Prepare and file accurate federal, state, and local income tax returns for individuals, corporations, partnerships, and trusts.
• Review clients' financial records, income statements, and expenses to ensure completeness and accuracy, identifying potential tax credits, deductions, and liabilities.
• Provide proactive tax planning and advisory services, developing customized strategies to minimize tax burdens and maximize financial well‑being.
• Communicate complex tax concepts and issues to clients in a clear and understandable manner, responding to inquiries and providing expert guidance.
• Stay current with changes in federal, state, and local tax laws and regulations, ensuring all filings remain compliant.
• Manage client relationships, ensuring a high standard of client satisfaction and confidentiality of all financial information.
• Utilize tax preparation software and other financial tools effectively (e.g., Quick Books, Drake, Pro Connect).

• Strongly Preferred:
  Active Certified Public Accountant (CPA) license (or in process).
• Bachelor's degree in Accounting, Finance, or a related field;
  Master’s degree is a bonus.
• Valid Preparer Tax Identification Number (PTIN).
• 3 years of experience in public accounting and/or tax preparation.
• Advanced knowledge of tax codes, financial statements, and GAAP.
• Proficiency with relevant tax preparation and accounting software (e.g., Quick Books, Pro Connect).
• Exceptional analytical, problem‑solving, and organizational skills with strong attention to detail.
• Excellent communication and interpersonal skills, with the ability to work collaboratively with both clients and team members.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Staffing and Recruiting

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