Certified Public Accountant Enrolled Agent (Financial Firm)
Our client's
Financial Firm based in the
Farmington, MI area is looking to add a key employee to the team. They are seeking a professional, full-time, in-office (seasonal hybrid schedule available),
Certified Public Accountant / Enrolled Agent who is ready to grow and advance their career. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills. Having a "team player" mentality is a must, as our client's advisors and tax professionals work as an integrated team, providing clients a coordinated approach to retirement income planning and tax strategy. If you want to join a Financial Services Team that has extensive experience in the industry, is dedicated to their clients and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS- 3+ years of successful Tax Preparation, Tax Filing, Tax Return Review, Tax Planning, Business Accounting, Financial Reporting as a Senior Tax Accountant / CPA / EA with State Tax Return and Federal Tax Return experience
- Current CPA Certification or Enrolled Agent Designation
- College Degree in Finance, Accounting and/or related field of study
- Accounting Software experience (Example: UltraTax, Intuit Pro-Connect, QuickBooks Online (QBO), Drake, A.T.O.M (Automated Tax Office Manager, etc.)
- Financial Services Software experience (Example: Wealthscape, eMoney, Money Guide Pro, Holistiplan, Advisor360, etc.)
- Office Software experience (Example: DocuSign, Google Workplace (G-Suites), Ring Central, MS Suite, Outlook, Excel, Power Point, Word, Etc.)
- CRM Software experience (Example: Salesforce, Redtail, Hubly, Zoho, Etc.)
- Video Meeting Application experience (Example: Zoom, Go-To-Meeting, Google Meets, etc.)
ROLE DESCRIPTIONPutting client needs first and supporting the team process is an important part of our client's culture and at the core of everything they do. As a
Certified Public Accountant / Enrolled Agent you will:
- Collaborate with clients and team members on income tax preparation and planning
- Calculating annual Required Minimum Distributions (RMDs) & Roth IRA Conversion projections
- Work closely with clients to ensure performance of tax planning and special projects
- Schedule and conduct Annual Tax Review meetings with clients as needed
- Prepare and review 1040, 1041, 1120S and 1065 Tax Forms/Filings
- Manage workflow and daily operations related to tax planning business
- Assist with internal company accounting, bookkeeping, reports, filings, etc.
- Review of completed tax forms, suggest necessary edits to team members prior to filing
- Research and resolve tax and accounting issues as needed
- Develop and maintain strong relationships with clients through ongoing communication, exceptional service, and effective collaboration with other financial professionals
- Represent and assist clients with IRS, State or other audits and correspondence as needed
- Ensure policies and procedures are within compliance of professional standards, state and federal regulatory requirements
- Other related job duties as required
REQUIRED SKILLS
- Effective time management skills and the ability to effectively prioritize tasks
- Excellent interpersonal, written, and oral communication skills
- Exceptional attention to detail
- Professional and proactive work ethic
- An ownership mindset with an entrepreneurial spirit
- Highly motivated to work in a collaborative environment
COMPENSATION & BENEFITS- $100,000 - $150,000 Annual Compensation (Salary + Bonus/Incentives)
*Based upon Experience, Education, Certifications &/or Licensing* - Health Coverage + 401k + Profit-Sharing
- Generous PTO Policy + Paid Holidays
- Seasonal Hybrid Work Schedule
- Great Work/Life Balance
Presented by Humans Being Resources, Inc. Thank you for your interest in our client's
Certified Public Accountant / Enrolled Agent position located in the
Farmington, MI area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for this opportunity, you may be asked to participate in items such as personality profiling, integrity survey, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please
submit your resume today!