Temporary Salesforce Integration Jobs in Michigan

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 DESCRIPTION
 
Putting 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!