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CPA/EA for Small, Growth-Oriented CPA Firm
Santa Rosa, California
Who We Are
We are a successful CPA firm committed to providing exceptional professional services in a personal, respectful, and ethical manner. As an employee with our firm, you will have the opportunity to express initiative, dedication, and conscientiousness as you grow with us to achieve these mutual goals.
Your Role
To succeed as a tax professional in our CPA firm, you must be willing to provide superior financial services to our diverse clientele. Whether our clients require tax preparation, accounting/bookkeeping, financial planning, estate planning, management consulting, or other related services, you will be expected to be creative and diligent to serve their needs in a personable and professional manner. You will be expected to work overtime when deadlines loom and to assist other staff members in meeting deadlines when necessary.
What We Need From You
· Experience as a tax professional for a minimum of three years gained with a public accounting firm
· Committed to superior corporate, individual, fiduciary, and partnership taxation services
· Successful in supervising, training, and motivating staff accountants and enrolled agents
· Capable of independent review of returns, planning, research, and compliance
· Meticulous in checking past client records to maintain continuity in reporting
· Interested in brainstorming and applying cost-saving strategies to save financial exposure for clients and the firm
· Passionate about developing and sustaining excellent client relationships
· Highly motivated to manage multiple client engagements in addition to completing tasks related to business development
· Experienced with ProSystemFX (or comparable program)
· Experienced with QuickBooks and other accounting software
· Proficient in using Excel and Word
· Flexible, hard working, and able to thrive in a small firm, “roll up your sleeves; get the job done” work ethic
· Articulate in written and oral communications
· Able to learn and adapt quickly, juggle multiple projects/assignments
Compensation and Other Perks
We offer a competitive salary commensurate with ability and we maintain an environment that promotes professional development. This position qualifies for health benefits (Kaiser), six (6) days of PTO, seven (7) paid holidays per year,
401 (K) Plan, and continuing professional education.
Interested?
Please submit a resume and cover letter to moranli@sonoma.edu and I will contact the principal of the firm on your behalf.
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