Trusted CPAs & Advisors LLC is a full-service CPA and Wealth Management firm (located in Menomonee Falls, WI) looking for an experienced Accountant/CPA to join our team. Off on Friday afternoons from mid April to December. Reasonable overtime during tax season. The right person will join a team dedicated to excellent client service in a friendly and professional environment. The firm performs a variety of financial services including tax compliance and planning, accounting, consulting and wealth management. Tax services focus on high net worth individuals, closely held corporations and estates & trusts. Wealth management services include planning and implementation. Financial/accounting services include financial statements, QuickBooks services, high-end payroll and consulting.
Ideal candidate is passionate about client service and has great experience with small businesses and their owners. Candidate must possess excellent verbal/written communication skills as the position has full interaction with clients and team members.
Our firm provides a friendly, professional and supportive team environment that allows for excellent client service and professional growth.
Position Summary:
- Assist clients with accounting, QuickBooks and payroll. Prepare financial statements
- Advise clients on business matters
- Prepare and review income tax returns
- Identify and research issues related to tax compliance matters
- Prepare tax projections and perform tax planning
- Complete research, reconciliations, projects or special assignments
______________________________________________________________________________
Qualifications:
- Bachelor’s degree in Accounting or equivalent work experience
- A minimum of 5 years of public accounting experience in accounting and tax
- Proven ability to interact professionally with a wide range of individuals
Work Remotely
Job Types: Full-time, Part-time
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
Supplemental pay types:
Education:
Experience:
- Accounting and tax: 5 years (Required)
License/Certification:
Work Location: In person