Senior Tax & Accounting Advisor

Do you love tax, like accounting, enjoy helping businesses, but tire of the public accounting grind?    

Family Legacy, a premier accounting and investment service provider is seeking an experienced CPA to join the team.  With an all new downtown location near the trendy West End, our offices offer a professional, spacious environment, a friendly and collegial team, excellent pay and benefits, and free parking!

Long-term, we will encourage you to grow professionally and obtain your PFS and/or CFP® designations. We are seeking people who want to be part of a growing team doing meaningful work. We offer paid time off, full health benefits including medical, vision and dental, plus continuing educational benefits, a retirement plan, and other long-term possibilities.

In this position, you will serve our diverse portfolio of business and individual clients and will be responsible for providing a range of services including:

• Tax preparation and planning 
• Quickbooks setup and ongoing consulting
• General accounting
• Financial planning analysis
• Retirement plan planning, set-up, management

Education and Experience:

• Bachelor's degree in Accounting
• Licensed CPA 
• Minimum 3-8 years of experience in tax department
• Quickbooks experience

Skills required:

• Strong Quickbooks skills 
• Problem solver – ability to complete reconciliations and identify solutions/resolutions
• Ability to multi-task and balance multiple priorities simultaneously
• Self-motivated, leadership ability – capable of identifying tasks and prioritizing completion
• Ability to communicate effectively
• Ability and willingness to learn
• Able to deal with stressful situations

For more information about Family Legacy, visit our site at www.familylegacyinc.com