CPA Tax Accountant

Palmer Group is partnering with a quickly growing retirement planning firm in their search for a CPA Tax Accountant. This successful organization aims to offer an exceptional customer experience while assisting with and solving clients’ accounting needs. If you have public accounting experience and want to join a fun and dynamic team, apply today! 

Responsibilities:

• Provide individualized services in tax research, preparation, and filings for individuals, corporations, and partnerships
• Manage client engagements from start to finish, including planning, executing, directing, and providing tax advice and services
• Collaborate directly with financial advisers and teams to create and implement tax-advantageous strategies for clients
• Assist in financial statement preparation and review
• Assist clients with managing federal and state tax audits and negotiating tax positions
• Provide and develop tax planning strategies for clients and identify new opportunities for appropriate additional services
• Provide timely, high-quality service that exceeds client expectations
• Address client concerns and escalate issues as they arise
• Teach workshops and give presentations to clients on retirement tax strategies, basic tax strategies, and tax legislation

Requirements:

• 4 year degree in accounting, finance, or a related field
• 1+ year of demonstrated experience as a Certified Public Accountant
• Strong knowledge and understanding of tax regulations, preparation, and filings
• Proven ability to work on multiple client engagements and adhere to tax and customer-required deadlines
• Comfortable in a fast pace work environment 
• Detail-oriented and accurate
• Self-starter with the desire to create and grow the position
• Ability to build strong ongoing relationships with clients
• Exceptional written, oral, and interpersonal skills
• Excellent project management and presentation skills

Work Model:

• On-Site

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.

Ref: JOB-43371