RES Consultant Group

Business and Tax Advisor CPA

RES Consultant Group

Remote job description

Company Description

Remote CPA needed to advise a portfolio of CPA firm clients.

This role is for you if you have a passion for client relationship management and helping small businesses succeed, CPA firm experience and CPA license required. Our client offers an engaging, fully remote workplace with lots of perks!

If you have experience in both business and tax advisory services then this could be the career you have been waiting for. We will also look at business advisors willing to learn the tax advisory side or tax managers ready to learn how to be a business advisor. Either way this is a great growth opportunity.

Job Description

This is an advisory level role that requires:

  • Building financial models to guide the clients' operational decisions.
  • Comfortably lead the ongoing accounting and client relationship and serve as the main point of contact with the client
  • Communicate findings to the client, and use financial info to advise on business action items.
  • Understand tax implications and incorporate the tax team's work into the client communication and planning.
  • Prepare outlines and lead all Monthly and Quarterly Strategy Calls with clients.
  • Assist in timely and courteously answering client questions via email and video; meeting virtually with clients.
  • Perform some basic but necessary hands-on accounting work that's needed to pull together the client reporting for deeper level analysis.
  • Lead exceptional client onboarding experience, hold staff accountable for milestones, initial oversight provided by firm founder.
  • Encourage and promote a company culture that is consistent with our core values and mission statement.
  • CPA designation REQUIRED
  • 5 to 7+ years (minimum) public accounting experience.
  • Solid employment tenure at previous employers; 4-5 year minimum with each.
  • Comfortable leading the ongoing accounting and client relationship and serving as the main point of contact with the client
  • Ability to analyze and read the numbers, find patterns; drawing conclusions; make recommendations through meaningful contact with clients.
  • Ability to compile and translate often complicated financial data into terms clients can understand so they can make better business decisions for themselves and their stakeholders.
  • Experience managing the needs of multiple clients.
  • Some hands-on accounting work and tax experience required.
  • Building financial models to guide the clients' operational decisions.
  • Proficiency with technology including Microsoft Suite, Gmail, Zoom, Xero, QuickBooks, Dropbox, Payroll Relief, Practice Ignition are all pluses. Must have ability to quickly learn new platforms.
Additional Information

The Firm Offers:

  • No commute – work from home!
  • Consistent annual growth with 14 years in business
  • Ongoing training
  • Flexible work schedule provided your work responsibilities are met timely, efficiently, and with excellence.
  • Competitive salary/incentive package
  • 21 PTO days off per year
  • 11 paid holidays
  • Health insurance.
  • QSEHRA (ability to have medical expenses be pretax)
  • The firm provides your workstation and related electronics, reimburses $100/month for cell phone and internet.

If you feel you have the necessary qualifications and enjoy working in an advisory capacity please forward your resume and state what you would require on a salary basis.

RES Consultant Group
Business and Tax Advisor CPA

Tags: finance and insurance

  • location or timezone

    United StatesUnited States
  • category

  • posted

    37 days ago

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