CPA: Client Advisory & Tax Strategy

Marietta CPAs; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Simple IRA (matching)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Job summary

Marietta CPAs is seeking a CPA with 5+ years of experience to advise clients and prepare tax work. The role emphasizes client interaction, accurate tax documentation, and collaboration with colleagues to deliver quality results.

In this position, you will review client QuickBooks data, explain tax implications, and ensure submissions are solid before passing to the next step. A growth-oriented firm offers advancement opportunities and a supportive team environment.

Qualifications

• CPA license with 5+ years of experience in tax and accounting.
• Strong technical skills and ability to explain tax concepts clearly.
• Excellent client communication and problem-solving abilities.

Responsibilities

• Review and fix client QuickBooks files to correct entries.
• Enter information in tax returns, interpret data, and discuss with clients.
• Collaborate with team members to complete projects.
• Read notices, determine required actions, and contact the tax authority.
• Engage with clients, take ownership, and problem-solve to deliver quality work.
• Hand a file back 80% ready for the next stage when possible.

Skills

Client communication

Team collaboration

Problem solving

Tools

QuickBooks

Job description

Marietta CPAs is seeking a CPA with 5+ years of experience to advise clients and prepare tax work. The role emphasizes client interaction, accurate tax documentation, and collaboration with colleagues to deliver quality results.

In this position, you will review client QuickBooks data, explain tax implications, and ensure submissions are solid before passing to the next step. A growth-oriented firm offers advancement opportunities and a supportive team environment.