The successful candidate will demonstrate polished communications skills, a professional and positive attitude and confident command of accounting rules and tax law.
JOB RESPONSIBILITIES: • Prepares and ensures the accuracy of individual and business tax filings • Informs, guides, and advises clients on tax and financial planning • Identifies and communicates ethical strategies for clients to mitigate tax liabilities • Provides Mentorship and Management for the Tax Associate role • Reviews monthly accounting reports and financials • Provides business advisory services to client base, researching, analyzing and developing best practice and strategies for business clients
JOB DUTIES: • Conducts new and established client meetings • Maintains current clients and identifies future clients through a natural and positive rapport • Displays analytical skills by ensuring consistency and completeness of tax information • Records and reports client information in an accurate and timely manner • Maintains the stability and reputation of the firm by complying with ethical and legal requirements • Contributes to team cohesion by creating a positive morale and enhancing the firm culture • Oversight of month-end accounting procedures for assigned accounting clients (month-end journal entries, balance sheet reconciliations, review of account detail) • Review and provide monthly financial statements for assigned accounting service clients, in a timely manner • Provide fractional CFO level services for business clients such as cost analysis, revenue projections, cash flow analysis, etc. • Communication with assigned accounting clients: Email and phone support and conducts established accounting client meetings as required
PROFICIENCIES: • 1040, 1120, 1120-S, and 1065 filings • Excel and data analysis • Report and project presentation • Book-to-tax year-end adjustments • Accounting software • Microsoft Office
REQUIREMENTS: • Masters of Accountancy • Strong understanding of individual and business tax legalities • Professional oral and written communication skills • Able to work efficiently and independently • Able to work well in a team setting • Interest in personal and professional development • Strong ethical compass • Dependable
PREFERENCES: • Certified Public Accounting License • 6+ years professional work experience • 3+ years accounting/tax preparation experience in regional, public accounting field
About Fisher, PA
Fisher, P.A. Certified Public Accounting Firm was established to provide efficient, expert solutions for both businesses and individuals. We measure our success by the success of our clients and the success of our team at Fisher, P.A. Through positive teamwork and leadership, we cultivate an environment of integrity, care and respect allowing us to focus on personal growth of our team, clients and leaders. It is this foundation that provides the platform to educate and give back to our community.
Our primary services include business advisory, CFO outsourcing, accounting, tax compliance, IRS representation and tax planning. We also offer a host of specialty services to cater to the unique needs of our clients. We serve a wide range of individuals, corporations, limited liability companies and partnerships and are experts in the accounting issues and tax laws that impact our clients. We are a growing accounting firm and are seeking a motivated person to become part of our team and contribute to our progressive and innovative firm environment.