Certified Public Accountant (Business Tax & Accounting)

TMS Financial; Green Bay (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Family-friendly culture

Great work life balance

Job summary

TMS Financial in Green Bay, WI seeks an experienced CPA to join our firm focused on business and individual tax returns, financial review, and comprehensive business accounting.

The ideal candidate holds a CPA designation, a degree in accounting, and at least 1 year of tax experience, with proficiency in accounting software and tax software to support client advisory.

This role offers a collaborative, client-focused environment with steady year-round work and favorable work-life balance.

Qualifications

• CPA designation required for the role.
• Bachelor’s degree in Accounting, Finance, or related field; Master’s degree or equivalent experience preferred.
• Minimum of 1 year of experience with business and individual tax filings.
• Strong knowledge of tax code and financial regulations.
• Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte).
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills and ability to explain complex financial and tax matters to clients.
• Ability to work independently and as part of a team, managing multiple clients and deadlines.
• Experience with S-Corporations, C-Corporations, Partnerships, and LLCs.
• Knowledge of estate planning, trust taxation, and wealth preservation strategies.
• Advanced proficiency in Excel.

Responsibilities

• Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs).
• Ensure compliance with all tax regulations and deadlines.
• Identify opportunities for tax minimization, credits, and deductions.
• Develop and implement tax strategies for businesses and individuals.
• Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions.
• Conduct research on new tax laws and regulations and communicate their impact to clients.
• Perform financial reviews and provide recommendations to improve financial performance.
• Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed.
• Provide advisory services on cash flow, budgeting, and financial forecasting.
• Assist with accounting functions for business clients.
• Ensure accurate financial records and documentation, performing regular audits as necessary.
• Provide guidance on financial systems, internal controls, and accounting software tools.
• Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year.
• Maintain strong relationships with existing clients while identifying opportunities to expand service offerings.
• Collaborate with clients to understand their financial goals and provide customized solutions.

Job description

Certified Public Accountant (CPA)

TMS Financial is seeking an experienced and detail-oriented Certified Public Accountant (CPA) to join our firm with experience in business and individual tax returns, financial review, and business accounting. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has a strong attention to detail and provides the highest level of customer service. This individual will be able to work independently as well as collaboratively as part of our group.

The Ideal Candidate:

• Holds Certified Public Accountant (CPA) designation
• Bachelor’s degree in Accounting, Finance, or related field (Master’s degree or equivalent experience preferred).
• Minimum of 1 year of experience with a preferred focus on business and individual tax filings.
• Strong knowledge of tax code and financial regulations.
• Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte).
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills, with the ability to explain complex financial and tax matters to clients.
• Ability to work independently and as part of a team, managing multiple clients and deadlines simultaneously.
• Experience working with S-Corporations, C-Corporations, Partnerships, and LLCs.
• Knowledge of estate planning, trust taxation, and wealth preservation strategies.
• Advanced proficiency in Excel.

Responsibilities:

• Business Tax Preparation & Filing:
  • Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs).
  • Ensure compliance with all tax regulations and deadlines.
  • Identify opportunities for tax minimization, credits, and deductions.
• Tax Planning & Strategy:
  • Develop and implement tax strategies for businesses and individuals.
  • Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions.
  • Conduct research on new tax laws and regulations and communicate their impact to clients.
• Financial Statement Review:
  • Perform financial reviews and provide recommendations to improve financial performance.
  • Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed.
  • Provide advisory services on cash flow, budgeting, and financial forecasting.
• Business Accounting Services:
  • Assist with accounting functions for business clients.
  • Ensure accurate financial records and documentation, performing regular audits as necessary.
  • Provide guidance on financial systems, internal controls, and accounting software tools.
• Client Relationship Management:
  • Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year.
  • Maintain strong relationships with existing clients while identifying opportunities to expand service offerings.
  • Collaborate with clients to understand their financial goals and provide customized solutions.

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance.