Certified Public Accountant (CPA)

$70,000 - $78,165/Yr

Evergreen Wealth Advisors - Spokane Valley, WA

Full-time - Mid Level

Spokane Valley, WA

About the position

Evergreen Wealth Advisors is looking for a motivated and experienced Certified Public Accountant (CPA) to join their team. This full-time, contract position is ideal for a CPA with an existing book of tax return business who is eager to expand their clientele in a collaborative environment. The role focuses on providing tax planning and preparation services, implementing tax minimization strategies, and collaborating with financial advisors to develop comprehensive wealth management strategies.

Responsibilities

• Provide tax planning and preparation services for individuals and businesses.
• Implement tax minimization strategies and educate clients on tax implications of financial decisions.
• Collaborate with financial advisors to develop comprehensive wealth management strategies.
• Expand your book of business through networking, referrals, and relationship-building.
• Maintain up-to-date knowledge of tax laws and regulations to ensure compliance and best practices.
• Prepare and review tax returns, ensuring accuracy and timeliness.
• Provide ongoing support and guidance to clients regarding their financial goals.

Requirements

• Certified Public Accountant (CPA) designation.
• Proven experience in tax preparation and planning, with a strong emphasis on tax coaching.
• Existing book of business in tax returns is highly desirable.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of financial planning and investment principles is a plus.

Benefits

• Access to a fully equipped office suite in a high-traffic professional office building.
• Collaborative and supportive work environment.
• Ability to quickly grow your book of business.
• Bonus opportunities.