Current Openings

Department: Client Accounting Services
Job Type: Full - Time

Essential Duties & Responsibilities:

In this role, you will assist our clients with various CFO services including:

• Providing strategic financial planning and consulting to clients
• Preparing and maintaining financial models and forecasts
• Managing budgetary processes and analyzing budget vs. actual variances
• Assisting clients with M&A activities and succession/exit planning
• Establishing and implementing accounting systems, processes and internal controls
• Providing cash flow and treasury management for clients
• Developing and maintaining executive dashboards and KPI monitoring and reporting
• Providing financial reporting and analysis to clients
• Providing interim or transitional CFO support
• Explaining our services and value to prospective clients
• Onboarding clients into new CFO services
• Collaborate with the CAS team on engagements and project delivery

Qualifications:

Education – Bachelor's degree in accounting, finance or related field (Master's degree or CPA license a plus)
Skills – Ability to assist in developing a newly created position with the drive to take on leadership role, strong technical skills with the ability to professionally manage multiple client engagements, ability to multi-task, manage priorities and meet deadlines, positive attitude and sound judgment with strong communication, organizational, leadership, supervisory, and computer skills including Word, Excel and accounting software proficiency
Experience – 8-10 years of recent CFO-related financial experience

This job description does not list all of the duties of the job. You may be asked by your Advisor and/or other members of the firm to perform other instructions and duties as well. You will be evaluated in part based upon your performance of the tasks listed in this job description.

We offer a competitive salary, great benefits and a professional work environment. We value the opportunity to grow our individuals both personally and professionally while striving to meet firm goals.

Department: Tax
Job Type: Full - Time

Essential Duties & Responsibilities:

50% -

Quality, Client Service and Expertise

• Ensures that tax returns and tax planning recommendations are prepared in accordance with professional and firm standards 

25% -

People Management and Relationships

• Shows ability to train other professionals including interns and newer staff
• Understands the client and properly communicates issues with the entire team

25% -

Productivity and Growth

• Demonstrates ability to recognize problems and propose solutions, while considering the clients’ needs and the firm’s risk
• Works collaboratively with client team members to build rapport and strong client relationships
• Identifies, resolves, and makes recommendations on potential tax and accounting issues
• Balance multiple tasks on engagements, including staff training, and client management
• Research technical issues and utilizes tax software
• Collaboratively working with client team members to build rapport and strong client relationships

Qualifications:

Education – Fulfillment of the 150-hour CPA certification requirement
Knowledge – Basic accounting and bookkeeping skills, QuickBooks knowledge and familiarity
Skills – Judgment, accountability, planning, goal setting/accomplishment, excellent people skills to interact with clients and firm members, outstanding communication skills, initiative, positive attitude, team oriented, efficient, and proficient in Word, Excel and online research
Experience – Prior work experience is required
Exams – In pursuit of or obtained CPA licensure

Travel: Very little, if any, out of town travel

This job description does not list all of the duties of the job. You may be asked by your Advisor and/or other members of the firm to perform other instructions and duties as well. You will be evaluated in part based upon your performance of the tasks listed in this job description.

We offer a competitive salary, great benefits and a professional work environment. We value the opportunity to grow our individuals both personally and professionally while striving to meet firm goals.