Tax-Driven CPA: Client Advisory & Compliance

GAGE PERSONNEL; Ephrata (Lancaster County); On-site; USD 75,000 - 120,000; Full time

Job summary

GAGE PERSONNEL is seeking a Certified Public Accountant in Ephrata, PA. The role focuses on preparing, reviewing and analyzing financial reports and tax returns, while ensuring legal compliance and accounting accuracy.

Responsibilities include client meetings, identifying deductions, advising on tax laws, and handling bookkeeping, payroll and audits. Requires CPA and 5+ years of tax experience; some overtime during tax season may be required.

Qualifications

• Bachelor’s degree in Accounting and CPA qualification.
• Minimum of 5 years’ experience as a tax accountant or similar role preferred.
• A minimum of 2+ years’ experience required.
• Ability to analyze client financial records and advise on tax law.
• Strong communication and client rapport skills.

Responsibilities

• Meet with clients and analyze client financial records.
• Identify potential tax deductions and savings clients have not considered.
• Advise clients about tax laws and how to meet requirements.
• Prepare and review bookkeeping, sales tax returns, payroll and tax returns.
• Keep track of industry trends and changes related to taxes.
• Assess and research difficult tax issues to identify solutions.
• Offer support and guidance during audits.
• Other duties as assigned by the supervisor.
• Ability to work overtime during tax season.

Skills

Client advisory

Tax planning

Communication

Multi-tasking

Education

Bachelor's degree in Accounting

CPA qualification

Tools

QuickBooks

Microsoft Office

Job description

GAGE PERSONNEL is seeking a Certified Public Accountant in Ephrata, PA. The role focuses on preparing, reviewing and analyzing financial reports and tax returns, while ensuring legal compliance and accounting accuracy.

Responsibilities include client meetings, identifying deductions, advising on tax laws, and handling bookkeeping, payroll and audits. Requires CPA and 5+ years of tax experience; some overtime during tax season may be required.