💼 About This Role

You'll join a regional CPA firm to assist clients with accounting services, preparing financial statements and trust accounting reports. You'll make an impact by interpreting financial data and effectively communicating with clients. This role offers the chance to work in a collaborative team with an open-door policy.

🎯 What You'll Do

• Prepare financial statements and trust accounting reports
• Interview clients to gather information for accounting services
• Reconcile trial balances and convert cash basis to accrual
• Mentor and develop staff to ensure exceptional client service

📋 Requirements

• Bachelor's degree with 2-5 years of tax, auditing, or accounting experience
• Experience in a professional office setting with extensive client contact
• Proficiency in reconciling bank statements and making journal entries

✨ Nice to Have

• Experience with write-up software
• Ability to train clients and staff on accounting software

🎁 Benefits & Perks

• 🏖️ Open door policy with managers and partners
• 🎉 Team building events including holiday parties and BBQs
• 💰 Modernized equity incentives

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 1 hour