Entry Level CPA

Key Responsibilities:

• Financial Reporting & Analysis:
  Assist in preparing monthly, quarterly, and annual financial statements in accordance with Tax Basis of Accounting.
• Tax & Audit Support:
  Help prepare federal, state, and local tax returns both business and personal
• General Ledger Maintenance:
  Prepare and post journal entries, perform bank reconciliations, and maintain general ledger accounts.
• Compliance & Research:
  Stay current on changing accounting standards, tax laws, and financial regulations.
• Client & Team
  
  Collaboration:
  
  Communicate with internal teams and clients to gather documentation and resolve basic accounting inquiries. Must be good at communicating with clients and client interactions.

• Education:
  
  Bachelor’s or Master’s degree in Accounting, Finance, or a related field required.
• CPA Status:
  Active CPA license OR actively working toward CPA licensure (e.g., CPA eligible with 150 credit hours, or actively sitting for exams).
• Technical
  
  Skills:
  
  Proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, basic formulas). Familiarity with accounting software (e.g., Quick Books, Net Suite, SAP, or Ultra Tax Thompson Reuters) is a plus.
• Soft Skills:
  
  Strong analytical thinking, high attention to detail, excellent written/verbal communication, and strong organizational skills.