Certified Public Accountant CPA

Job Description

Job Description

Job Title:

Tax Preparer / CPA

Location:

Hickory, NC

Department:
Tax & Financial Planning

Reports To:

Managing Partner

We are a fast-growing firm committed to delivering holistic, tax-efficient financial solutions. We are seeking a detail-oriented and client-focused Tax Preparer/CPA to join our team. This role is pivotal in integrating tax planning with investment advisory services, ensuring clients receive coordinated, forward-looking financial guidance.

The ideal candidate will bring technical expertise in tax preparation and compliance, a collaborative mindset, and a passion for empowering clients through strategic tax planning.

• Prepare and review individual (1040), business (1120, 1065), trust, and estate tax returns
• Ensure compliance with federal, state, and local tax regulations
• Respond to IRS and state agency notices and represent clients when necessary
• Maintain accurate documentation and client records in accordance with firm policies

• Collaborate with financial advisors to develop tax-efficient distribution strategies (e.g., Roth conversions, RMD planning, bracket management)
• Analyze retirement income plans to identify tax-saving opportunities
• Participate in annual tax projection meetings and year-end planning sessions

• Review client financial data and understand goals
• Communicate complex tax concepts in a clear, empowering manner
• Provide proactive updates and reminders regarding tax deadlines and planning opportunities

• Coordinate with advisory and operations teams to ensure seamless client experience
• Track workflow status and contribute to process improvements
• Stay current with tax law changes and contribute to internal knowledge sharing

• CPA designation preferred
• Minimum 3 years of experience in tax preparation, preferably in a financial advisory or public accounting setting
• Proficiency in tax software (e.g., Ultra Tax, Drake, or similar) and financial planning tools (e.g., Holistiplan, Right Capital)
• Strong understanding of retirement planning concepts and tax-efficient withdrawal strategies
• Excellent communication and interpersonal skills
• Commitment to client confidentiality, integrity, and professionalism

• Continuing education support for tax law updates and planning strategies
• Opportunity to contribute to educational content (e.g., webinars, client guides)
• Pathway to leadership roles within the tax planning division

Southeast Retirement Planners is a fast growing investment firm dedicated to delivering holistic, tax-efficient financial solutions.