CPA Accountant - No Tax

At Balanced Books, LLP, we are a fast‑growing firm dedicated to providing exceptional bookkeeping services. Based in California’s Central Valley, we support small and medium‑sized businesses locally and nationwide with accurate, timely, and insightful financial services. We believe in creating a professional yet enjoyable work environment, where people are our greatest asset. We invest in your development through ongoing training, mentorship, and leadership opportunities, empowering you to grow and advance in your career.

At Balanced Books, you’re not just an employee; you’re a valued part of our team. If you’re ready to make an impact and grow with a thriving company, we’d love to meet you.

Summary

As a Certified Public Accountant (CPA) at Balanced Books, LLP, you play a key role in managing financial reporting, compliance, and advisory services for clients, ensuring accurate and timely financial information to support decision‑making. You will utilize your expertise in accounting standards, financial management, and regulatory compliance to provide strategic insights and solutions to clients while maintaining the highest level of professional integrity.

Your role will directly contribute to the financial health and success of our clients and the overall success of the company.

• Prepare and review financial statements in compliance with GAAP.
• Analyze financial data to identify trends and improvement opportunities.
• Maintain accurate financial records for reporting.
• Collaborate with teams and clients to verify and ensure timely financial data.
• Review bookkeeping work for accuracy and adherence to best practices.
• Examine payroll reports, sales tax reports, 1099 reports, and business property tax statements for compliance.
• Advise clients on financial obligations and compliance strategies.
• Conduct periodic reviews to strengthen internal controls and data integrity.
• Ensure compliance with ethical, legal, and industry standards.
• Stay current on regulatory changes, advising clients on risk mitigation.

• Develop and maintain strong client relationships with tailored financial guidance.
• Provide insights on financial planning, budgeting, and business strategy.
• Identify cost‑saving opportunities and efficiency improvements to enhance profitability.
• Oversee accounting software implementation and optimization.
• Recommend process improvements for efficiency and accuracy.
• Assist clients in integrating financial software with other business systems.
• Mentor junior accountants and support professional development.
• Foster collaboration, knowledge‑sharing, and training opportunities.
• Delegate tasks effectively to optimize workflow and meet deadlines.

• Participate in company strategic planning and process improvements.
• Leverage new tools and automation to enhance efficiency and accuracy.
• Support business development efforts, including client acquisition and proposal writing.
• Identify market opportunities and contribute to long‑term financial goals.

• Excellent Communication:
  Strong written and verbal skills for effective interaction at all levels.
• Leadership:
  Motivates teams, fosters collaboration, and guides client management best practices.
• Organizational
  
  Skills:
  
  Manages multiple tasks efficiently with clear prioritization.
• Analytical & Problem‑Solving:
  Identifies financial discrepancies and provides strategic solutions.
• Attention to Detail & Accuracy:
  Ensures precision in financial reports and compliance documentation.
• Integrity & Discretion:
  Maintains confidentiality and upholds ethical standards.

• Bachelor’s degree in accounting, Finance, or a related field.
• Active Certified Public Accountant (CPA) license.
• Minimum of 3 years of experience in accounting, financial reporting, or compliance roles.
• Experience with bookkeeping, financial statement review, payroll quarterly reports, sales tax reports, 1099 reports, and business property tax statements.
• Proficiency in Quick Books accounting software (QBO and QB Desktop).
• Proficiency in MS Word, Excel, PowerPoint and Outlook.