CPA Account Manager — Path to Equity Ownership

Teksky LLC; Niles (OH); On-site; USD 90,000 - 115,000; Full time

Job summary

This full-time on-site role offers a direct pathway to equity ownership in the firm and opportunities to improve processes, collaborate with the team, and deliver strategic financial guidance.

Qualifications

• Active CPA license required.
• Public accounting and client management experience preferred.
• Strong tax preparation and accounting/financial analysis skills.
• Experience with individual, corporate, and non-profit tax returns.

Responsibilities

• Manage a portfolio of individual, business, and non-profit clients.
• Prepare and review individual, corporate, and non-profit tax returns.
• Prepare and analyse financial statements and identify variances.
• Provide tax planning, accounting analysis, and financial recommendations.
• Coordinate attestation and consulting engagements.
• Communicate directly with clients and address accounting/tax questions.
• Ensure compliance with federal, state, and local tax regulations.
• Collaborate with the internal team and support process improvements.

Skills

Client management

Tax planning

Financial analysis

Communication with clients

Education

Bachelor's degree in accounting or finance

Tools

Excel

Tax software

Job description

This full-time on-site role offers a direct pathway to equity ownership in the firm and opportunities to improve processes, collaborate with the team, and deliver strategic financial guidance.