Senior CPA - Partner Track Opportunity

Daniel Rogers, CPA, PC; Montoursville (Lycoming County); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health and retirement benefits

Professional development opportunities

Partner-track potential / equity path

Job summary

Daniel Rogers, CPA, PC in Central Pennsylvania is seeking an experienced CPA with at least five years of public accounting experience to join our team. The successful candidate will provide tax, accounting, advisory and client service, serving individuals, partnerships, trusts, estates, and nonprofits.

This role offers a long-term career path with leadership opportunities and potential future equity ownership as part of succession planning, with responsibilities including client management,

Qualifications

• Active CPA license required.
• Minimum of five years of public accounting experience.
• Strong tax preparation and tax planning experience.
• Excellent communication and interpersonal skills.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, C corporations, trusts, estates, and nonprofits.
• Provide tax planning and consulting services.
• Prepare and review financial statements and related accounting engagements.
• Mentor staff and support workflow and process improvements.

Skills

Strong tax preparation

Excellent communication

Multitasking & deadlines

Analytical problem-solving

Education

CPA license

Job description

An established and respected Central Pennsylvania CPA firm is seeking an experienced CPA with at least five years of public accounting experience to join our team.

The successful candidate will provide a broad range of services to closely held businesses, individuals, trusts, estates, and nonprofit organizations. Responsibilities will include tax compliance and planning, accounting and financial reporting services, consulting, and client advisory services. The ideal candidate will possess strong technical skills, a commitment to exceptional client service, and the ability to develop and maintain trusted relationships with clients.

This position offers a unique opportunity for a CPA seeking a long-term career path with an established firm. The successful candidate will work closely with firm leadership and have the opportunity to assume increasing responsibility in client management, staff development, business advisory services, and practice growth.

As part of the firm's long-term succession planning efforts, the right candidate will have the opportunity to play a meaningful role in the future leadership of the firm. For a qualified individual demonstrating the necessary technical, leadership, and relationship-management skills, this position may provide a pathway to future equity ownership.

Key Responsibilities

Tax Services

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations.
• Provide tax planning and consulting services.
• Research tax issues and communicate recommendations to clients.
• Identify tax-saving opportunities and assist clients with implementing tax strategies.

Accounting and Advisory Services

• Prepare and review financial statements and related accounting engagements.
• Assist clients with accounting, financial reporting, and operational matters.
• Provide business advisory and consulting services to business owners and management teams.
• Assist clients with succession planning, entity selection, and other strategic business matters.

Client Service and Relationship Management

• Develop and maintain strong client relationships.
• Serve as a trusted advisor to clients.
• Respond to client inquiries and provide timely solutions.
• Identify opportunities to expand services and enhance client value.

Team Development

• Mentor and support professional staff.
• Review work product for accuracy, quality, and completeness.
• Assist with workflow management and process improvement initiatives.
• Contribute to a collaborative and positive firm culture.

Qualifications

Required

• Active CPA license.
• Minimum of five years of public accounting experience.
• Strong tax preparation and tax planning experience.
• Excellent communication and interpersonal skills.
• Ability to manage multiple engagements and deadlines.
• Strong analytical and problem-solving skills.

Preferred

• Experience serving closely held businesses and their owners.
• Interest in business development and long-term firm leadership.

Compensation and Benefits

• Salary Range: $100,000-$115,000, commensurate with experience and qualifications.
• Health and retirement benefits.
• CPA license, professional dues, and continuing professional education reimbursement.
• Professional development and leadership opportunities.
• Partner-track opportunity with potential future equity ownership for the right candidate.

About the Opportunity

This position offers a rare opportunity to join an established public accounting firm with a loyal client base and a long-standing reputation for exceptional client service. We are seeking a professional who wants to build a meaningful long-term career, become an integral part of our firm's future, and potentially participate in future ownership as part of the firm's succession plan.