- Manage clients' financial operations, including taxation, accounting, bookkeeping, and payroll management
- Ensure compliance with US taxation laws and regulations, including timely filing of tax returns and payments
- Collaborate with sales and business development to support client acquisition and grow the firm's client base
- Manage accounts receivable and accounts payable, including invoicing, collections, payments, and reconciliation
- Maintain current financial records and documentation using accounting software such as QuickBooks
- Analyze financial data and trends to provide recommendations for financial performance and operational efficiency
- Foster cross-department collaboration to align financial strategies with business objectives
- Mentor and guide junior accounting staff
- Facilitate client onboarding for assigned engagements
- Contribute to client acquisition and retention efforts while providing customer service
- Organize and update digital and physical financial records
- Participate in external audits and provide documentation as needed
- Prepare year-end audit schedules and support the audit process
- Assist in documenting, designing, and testing processes and procedures affecting financial statements or company performance
- Assist with automating systems and spreadsheets to streamline accounting functions and processes
Requirements
- Bachelor's Degree in Accounting, Finance, Business Administration, Economics, or related; Master's degree is a plus
- CPA license or Enrolled Agent (EA) credential is a must
- 5+ years of professional experience in full-cycle accounting and tax; experience in Public Accounting is preferred
- Comfort with, and interest in, client acquisition and business development activities
- Growth-oriented mindset, with a genuine interest in long-term career advancement
- International Tax Law knowledge is a plus
- Proficiency in Microsoft Word, Excel, Outlook
- Experience with QuickBooks and/or other accounting software
- Experience with UltraTax and/or other tax preparation software
- Excellent verbal and written communication skills
- Must be dependable, able to work independently, and stay on task
- Positive and team player personality
- Strong attention to meticulous details
- High perseverance and end-result-oriented work habits
- Fast learner, ability to master new concepts quickly
Core Competencies
Demonstrates expertise in managing financial operations, including taxation, accounting, and payroll management, while ensuring compliance with US taxation laws. Proficient in utilizing accounting software like QuickBooks and UltraTax to analyze financial data and support client acquisition efforts.
Highest-signal resume keywords
- CPA License
- Full-Cycle Accounting
- Tax Compliance
- Client Acquisition
- QuickBooks Proficiency
ATS Optimization Keywords
Hard Skills
- Accounting
- Taxation
- Bookkeeping
- Payroll Management
- Financial Analysis
- Accounts Receivable
- Accounts Payable
- Financial Documentation
- Process Automation
- International Tax Law
Soft Skills
- Communication Skills
- Dependability
- Team Player
- Attention to Detail
- Perseverance
Certifications & Qualifications
- CPA License
- Enrolled Agent (EA)
Industry Keywords
- Public Accounting
- Financial Operations
- Client Onboarding
- Audit Process
- Financial Records Management
Tools & Technologies
- QuickBooks
- UltraTax
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook