Cornerstone Financial Solutions, Inc. is a reputable financial planning firm dedicated to providing comprehensive financial services to our clients. We specialize in all five areas of financial planning: retirement planning, investment planning, tax planning, estate planning, and insurance planning and are committed to delivering exceptional value and personalized solutions.

Job Description:

We are seeking an experienced Certified Public Accountant (CPA) to join our team on a 1099 basis. The ideal candidate will have a strong background in tax preparation, planning, and analysis, with the ability to work independently and efficiently. This role will primarily involve providing tax services and analysis internally for our firm, including tax return preparation, tax planning strategies, and advising on tax implications for our clients' financial plans.

Responsibilities:

- Prepare and review individual, business, and trust tax returns, ensuring accuracy and compliance with tax laws and regulations.

- Conduct tax planning and analysis to optimize tax outcomes for our clients.

- Provide expert advice on tax-related matters, including deductions, credits, and strategies for minimizing tax liabilities.

- Collaborate with financial planners and other team members to integrate tax considerations into clients' overall financial plans.

- Stay current on changes to tax laws and regulations

- Assist with special projects and initiatives as needed, leveraging your expertise in tax and financial planning.

Qualifications:

- Certified Public Accountant (CPA) designation is required.

- Bachelor's degree in accounting, finance, or a related field.

- Minimum of 3 years of experience in tax preparation and planning, preferably in a public accounting firm or financial services environment.

- Proficiency in tax software (e.g., Lacerte, ProSeries, TurboTax) and Microsoft Excel.

- Strong understanding of tax laws and regulations, with the ability to interpret and apply complex tax concepts.

- Excellent analytical skills and attention to detail.

- Effective communication and interpersonal skills, with the ability to collaborate with cross-functional teams and communicate complex tax concepts to clients.

Compensation: Competitive hourly rate or project-based fees, commensurate with experience and qualifications.

How to Apply:

Please submit your resume and a cover letter outlining your qualifications and interest in the position to Michelle Stahl at michelle@mycfsgroup.com