CPA Tax Professional

What you will do:

- You will be working as a CPA in a client-facing role to build and maintain strong relationships with a portfolio of clients providing appropriate tax solutions for small businesses and entrepreneurs

- You will conduct meetings with clients to discuss their current practices and financial needs, reviewing financial statements and tax return preparation, filing forms, general ledger, and financial statement reviews checking for errors, and performing attestation audits to ensure compliance with required organization

- You will develop the process for providing tax advice and tax filings for our customers.

- You will establish policies and procedures based on industry standards, developments, and regulations and adapt them as changes arise to maintain and innovate best-in-class tax practices

- You will collaborate with other team members as a subject matter expert to help with the creation of educating content for our customers.