At The Financial Gym, we are putting the ‘personal’ back into ‘personal finance’. We focus on providing affordable and comprehensive financial planning for everyone. We’re committed to helping everyone get financially fit so they can achieve balance, decrease stress and become empowered by their money. Our Certified Financial Trainers® work with you one-on-one to define, outline and achieve your goals. Whether you have credit card debt, student loans, challenges with budgeting, saving or investing – our trainers have got you covered!
As our in-house CPA, you will be the expert on all things income tax and accounting related. From January through April, you will partner with our clients to provide them with tax preparation services. Throughout the year we will also rely on your accounting and financial expertise to help guide our Business clients through their most important milestones. It’s essential that you are able to effectively read and interpret our client’s various financial statements and provide them with your professional opinion regarding their financial state.
Preparing tax returns including, payments, necessary paperwork, and reports.
Providing clients with solutions to their tax issues and assisting them with questions.
Offering ongoing accounting support and financial advisement to our Business clients.
Strong Candidate Profile:
Must possess a CPA license through a state board of accountancy.
A minimum of 3 years’ experience as a public accountant, tax advisor or similar role.
Solid understanding of MS Office and accounting software.
In-depth knowledge of accounting and bookkeeping processes.
Strong attention to detail with excellent analytical skills.
Outstanding written and verbal communication skills.
Adaptable and able to work collaboratively.
Ability to keep your cool during particularly busy periods.
Commitment / Compensation:
Must be open to a flexible schedule Monday-Friday. Many of our clients are only available after work hours, so flexibility in this role is important.
This is a full-time salaried position at $85,000 per year.
There is flexibility for this to be a remote position.
Telecommuting is allowed.
About The Financial Gym
The Financial Gym is a personal financial services company that takes a fitness-inspired approach to our clients’ finances.
Like a regular gym, you pay a monthly membership fee; but unlike a regular gym, your monthly fee includes a dedicated financial trainer, we call it your “B.F.F.” (Best. Financial. Friend.) who works with you one-on-one to help you set financial goals, create a plan for accomplishing them, and supports you along the way to achieving these goals. Our financial training program is based on over 7 years of working with clients of all financial shapes and sizes and we have a 90% success rate over this time of our clients achieving their financial goals.