Bookkeeper - CPA Firm

$60,000 - $80,000/Yr

Jobot - Raleigh, NC

posted about 2 months ago

Full-time - Mid Level
Raleigh, NC
Administrative and Support Services

About the position

This position is for a Bookkeeper at a boutique CPA firm located in Raleigh, which specializes in providing tailored solutions to complex tax, financial, and business challenges for high-net-worth individuals and small businesses. The firm prides itself on delivering personalized service and fostering an environment that encourages both career progression and personal development. The ideal candidate will have a strong background in public accounting, with at least 3 years of experience, and will be eager to contribute to a dynamic team culture while managing top-tier clients. The firm offers competitive pay, medical benefits, and a strong emphasis on work/life balance, including paid holidays and vacation time. As a Bookkeeper, you will be responsible for compiling, scrutinizing, and managing financial accounting data necessary for the preparation of tax returns. This role involves assisting tax managers and partners in managing client engagements effectively and keeping management updated on the progress of these engagements. You will need to understand and apply tax theories to meet client needs and ensure compliance with relevant regulations, all while working with moderate to minimal guidance. The firm values individuals who are proactive in their learning and growth, and who possess strong client interaction skills, as well as the ability to work both independently and collaboratively within a team.

Responsibilities

  • Compile, scrutinize, and handle financial accounting data for tax return creation.
  • Assist tax managers and partners in consistent client engagement management.
  • Regularly update management on client engagement milestones.
  • Grasp and investigate tax theories and tailor them to address client demands.
  • Implement compliance facets with moderate to minimal guidance.

Requirements

  • Holding a bachelor's degree in accounting from a distinguished program; a master's in taxation is advantageous.
  • 3-5 years of professional background in a CPA firm.
  • Robust expertise in tax preparation, compliance, jurisdiction communication, and tax research.
  • Previous experience in tax return preparation for affluent individuals, trusts, and estates.
  • Outstanding verbal and written communication proficiency.
  • Zeal for continuous growth, learning, and taking initiative.
  • Superb client interaction skills.
  • Self-reliant work ethic, yet comfortable working collaboratively.
  • Aptitude for innovative and logical problem-solving.
  • Sharp analytical and structuring skills.
  • Effective time management capabilities, focusing on prioritization and budget adherence.
  • Holding a CPA license is beneficial.
  • Familiarity with CCH Prosystem fx or Axcess Tax software is an added advantage.
  • Skill in BNA Tax Planner software is commendable.

Benefits

  • Competitive Pay
  • Medical benefits
  • Strong culture with a great work/life balance
  • Paid Holidays
  • Vacation
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