CPA Accountant

Job DescriptionJob DescriptionSummaryAs a Certified Public Accountant (CPA) at Balanced Books, LLP, you play a key role in managingfinancial reporting, compliance, and advisory services for clients, ensuring accurate and timelyfinancial information to support decision-making. You will utilize your expertise in accountingstandards, financial management, and regulatory compliance to provide strategic insights andsolutions to clients while maintaining the highest level of professional integrity. Your role will directlycontribute to the financial health and success of our clients and the overall success of the company.Key Responsibilities Financial Reporting & Analysiso Prepare and review financial statements in compliance with GAAP.o Analyze financial data to identify trends and improvement opportunities.o Maintain accurate financial records for reporting.o Collaborate with teams and clients to verify and ensure timely financial data. Review & Complianceo Review bookkeeping work for accuracy and adherence to best practices.o Examine payroll reports, sales tax reports, 1099 reports, and business property taxstatements for compliance.o Advise clients on financial obligations and compliance strategies.o Conduct periodic reviews to strengthen internal controls and data integrity.o Ensure compliance with ethical, legal, and industry standards.o Stay current on regulatory changes, advising clients on risk mitigation. Client Relations & Advisoryo Develop and maintain strong client relationships with tailored financial guidance.o Provide insights on financial planning, budgeting, and business strategy.o Identify cost-saving opportunities and efficiency improvements to enhanceprofitability. Accounting System Managemento Oversee accounting software implementation and optimization.o Recommend process improvements for efficiency and accuracy.Leadership & Team Developmento Mentor junior accountants and support professional development.o Foster collaboration, knowledge-sharing, and training opportunities.o Delegate tasks effectively to optimize workflow and meet deadlines. Strategic Planning & Business Developmento Participate in company strategic planning and process improvements.o Leverage new tools and automation to enhance efficiency and accuracy.o Support business development efforts, including client acquisition and proposalwriting.o Identify market opportunities and contribute to long-term financial goals. Professional Attributeso Excellent Communication: Strong written and verbal skills for effective interaction at alllevels.o Leadership: Motivates teams, fosters collaboration, and guides client managementbest practices.o Organizational Skills: Manages multiple tasks efficiently with clear prioritization.o Analytical & Problem-Solving: Identifies financial discrepancies and provides strategicsolutions.o Attention to Detail & Accuracy: Ensures precision in financial reports and compliancedocumentation.o Integrity & Discretion: Maintains confidentiality and upholds ethical standards.Minimum Qualifications Bachelors degree in accounting, Finance, or a related field. Active Certified Public Accountant (CPA) license. Minimum of 3 years of experience in accounting, financial reporting, or compliance roles. Experience with bookkeeping, financial statement review, payroll quarterly reports, sales taxreports, 1099 reports, and business property tax statements. Proficiency in QuickBooks accounting software (QBO and QB Desktop) Proficiency in MS word, Excel, PowerPoint and OutlookPreferred Qualifications Masters degree in accounting, Finance, or Business Administration. 5+ years of accounting experience, preferably in a client-facing or consulting environment. Experience in a bookkeeping firm, outsourced accounting service, or public accountingsetting. Previous experience reviewing financial records for businesses in multiple industries. Knowledge of financial process improvement and internal controls best practices. Experience mentoring junior accountants or leading a small accounting team. Ability to present financial data to non-accounting professionals in an understandable way.Physical DemandsThe physical demands described here are representative of those that must be met by an employeeto successfully perform the essential functions of this job. Reasonable accommodation may be madeto enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk or hear,as well as use hands and fingers to handle or feel.

Created: 2025-04-02