Are you a CPA or EA who crunches numbers like a pro and lights up a room with your people skills? Do you dream of stepping into a leadership role where your work truly matters? We're looking for someone with the right experience who will take the reins when the principal retires. This is more than a job. It's THE opportunity to grow into a leadership role with a local firm in the Valley. If this is you, let's talk!

Responsibilities/Duties:

Business solutions:

·     Collaborate with clients to understand their business needs and challenges

·     Develop customized solutions to address clients' financial and operational goals

·     Provide strategic advice on business expansion, mergers and acquisitions, and other growth opportunities

·     Maintain confidentiality and security of sensitive company and client information

Financial Management:

·     Oversee all aspects of financial planning, budgeting, and forecasting

·     Manage cash flow, investments, and financial reporting

·     Analyze financial data to identify areas for improvement and cost-saving opportunities

·     Ensure compliance with accounting principles and regulations

Tax Compliance:

·     Develop and implement tax strategies to minimize tax liabilities while ensuring compliance with relevant laws and regulations

·     Prepare, review, and file tax returns, including but not limited to corporate, individual, and partnership returns

·     Provide guidance on tax planning and optimization strategies for clients

Leadership:

·     Participate in and grow to lead team meetings while actively engaging in decision-making processes

·     Coach junior team members in an ongoing basis to ensure the long-term growth and success of individuals and the company

·     Work closely alongside the company Principal to fully understand the company’s vision, direction, and culture

·     Engage in professional development regularly while staying abreast of industry trends and regulations

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

·     Must possess excellent communication skills and exchange information with others accurately

·     Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

·     Exceptional organization in managing time with the ability to prioritize multiple projects simultaneously, with a keen attention to detail, and meet strict deadlines while working independently or with a team

·     Apply critical thinking skills to solve complex problems while supporting the growth of a team

Required Skills, Education and Experience:

·     Certified Public Accountant (CPA) designation or Enrolled Agent (EA), required

·     Bachelor's degree in related field, required

·     Public accounting experience, required

·     Private accounting experience, preferred

·     Financial management, tax planning, compliance, TPT, and payroll tax experience, required

·     Experience with leading and motivating teams, required

·     Demonstrated track record of driving business growth, required

·     Experience in succession planning and leadership development, preferred

·     Proficient in QuickBooks Desktop and Online, MS Office Suite, required

·     Proficient in Lacerte, preferred

Supervisory responsibilities: None to start, will be expanded over time.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

·     Office environment

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

·     Must be able to remain in a stationary position for long periods of time

·     Minimal lifting and carrying up to 25 pounds

Travel Required: None

Job Classification: Full-time

We provide equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.