Tax Certified Public Accountant (CPA) - Financial Firm - Murray, UT

Advisor Employee Services - Murray, UT

Full-time - Mid Level

Murray, UT

About the position

Wealth Management CPAs, a well-established financial firm located in Murray, UT, is seeking a Tax Certified Public Accountant (CPA) to join our dynamic team. This role is ideal for individuals who are driven, self-motivated, and customer-focused. As a CPA, you will have the opportunity to work closely with clients, developing long-term relationships while providing superior customer service and expertise. The ideal candidate will enjoy building relationships and will be committed to putting clients first. In this position, you will be responsible for preparing tax returns for both businesses and individuals, collaborating with fellow CPAs who have created a supportive and collaborative team environment. You will be expected to manage your time effectively, prioritize tasks, and maintain a high level of attention to detail. Your role will also involve ensuring compliance with federal, state, and local financial legal requirements, preparing special financial reports, and maintaining confidentiality of client information. To succeed in this role, you should possess strong organizational, interpersonal, and management skills, along with excellent mathematical and analytical abilities. You will be expected to maintain professional knowledge by attending educational workshops and participating in professional societies. This position offers a chance to accomplish significant results by performing duties related to complex tax returns and understanding tax law thoroughly.

Responsibilities

• Prepare tax returns for businesses and individuals.
• Ensure compliance with federal, state, and local financial legal requirements.
• Prepare special financial reports by collecting, analyzing, and summarizing account information and trends.
• Maintain customer confidence and protect operations by keeping financial information confidential.
• Maintain professional and technical knowledge by attending educational workshops and reviewing professional publications.
• Collaborate with fellow CPAs to provide superior client service.

Requirements

• Valid CPA license required.
• College degree required.
• 5+ years of accounting experience in a busy office.
• Strong organizational, prioritization, interpersonal, and management skills.
• Strong mathematical and analytical skills.
• Excellent communication skills, both verbal and written.
• Proficient in MS Office Suite.
• Knowledge of QuickBooks or accounting software.

Nice-to-haves

• Experience in a financial firm environment.
• Ability to work independently and as part of a team.
• Desire for continuous learning and professional development.

Benefits

• 401(k) after 1 year
• Partial paid health benefits after 90 days
• 2 weeks paid time off (PTO)
• Paid holidays