Certified Public Accountant (CPA)

$65,000 - $65,000/Yr

Blum & Clark Cpas - San Diego, CA

Full-time - Entry Level

Remote - San Diego, CA

Professional, Scientific, and Technical Services

About the position

The Staff Accountant/CPA at Blum & Clark CPAs LLP plays a crucial role in providing accounting services to a diverse clientele, including businesses and individuals. This position involves preparing and reviewing tax returns, offering tax planning advice, and ensuring compliance with tax laws. The role is designed for a professional who is committed to delivering high-quality service and maintaining strong client relationships.

Responsibilities

• Assist clients with tax planning and strategy; provide clients with recommendations and guidance on how to achieve their goals and identify opportunities for growth
• Prepare accurate and timely tax returns for Individuals, C & S corporations, partnerships, multi-state, high net worth individuals, trusts, estates, and nonprofits
• Responsible for general bookkeeping work which may include entering data, maintaining records, and making journal entry adjustments
• Analyze financial information including balance sheets, income statements, etc.
• Research tax and accounting issues and provide guidance to clients
• Prepare accounting and tax reports in a timely and accurate manner
• Assist with compliance audits under GAAP rules
• Verify and ensure financial data is entered correctly and accurately
• Keep current on trends, tax issues, and changes in tax law
• Comply with federal, state, and local tax laws
• Accurately record time spent on billable and non-billable hours
• Perform other duties as assigned
• Comply with company policies and procedures including ethics, conduct, and safe working expectations

Requirements

• Degree in accounting or finance required
• CPA license preferred
• Proficient with QuickBooks for small to medium sized clients
• Experience working with software such as ProSystemFX, Axcess Tax, Engagement, and BNA tax planning software
• Advanced Excel skills
• Excellent communication skills
• Ability to work independently and as a team

Benefits

• 401(k)
• 401(k) matching
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Profit sharing
• Tuition reimbursement
• Vision insurance