Oak CPAS is a client focused firm with a mission to combine big-picture strategic thinking and detailed financial expertise to help businesses navigate challenges and prepare for the future. We are committed to providing a broad range of financial services for small and medium sized businesses. This position is for someone who is focused on a career and looking to make a difference in the firm for years to come. You should have a true interest in actual care for clients and success of the firm. You will be part of a fast paced and growing firm and you should also be ready to own the success of your team. This is an in-office position with a brief summary of the position and benefits listed below.

• Oversees the preparation of periodic financial statements and the corporate annual report.
• Ensures that financial reports comply with generally accepted accounting principles or financial reporting standards.
• Assists external auditors and provides required statements and information for the annual audit.
• Reviews budget reports and assists other departments to prepare annual budgets.
• Coordinates the preparation of the corporate tax return.
• Maintains a documented system of accounting policies and procedures.
• Complies with local, state, and federal government requirements.
• Identifies and recommends updates to accounting processes and procedures.
• Performs other related duties as assigned.
• Performs general cost accounting and other related duties in the accounting department.
• Prepares periodic (monthly) balance sheets, income statements, and profit and loss statements.
• Maintains the general ledger.
• Codes invoices, sets up new accounts, reconciles accounts, and closes the monthly books.
• Reconciles bank accounts at least monthly, verifies deposits, and addresses inquiries from banks.
• Reconciles customer accounts and manages accounts receivable collections.
• Verifies payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts.
• Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit.
• Files required tax forms with federal, state, and local government agencies.
• As appropriate, coordinates with software ve

 Requirements:

Degree in Accounting or related field (masters preferred but bachelors with appropriate experience considered)

CPA License (preferred)

5 years of experience in public accounting (required)

Significant current experience reviewing income tax returns (1040/1041/1065/1120/1120S) 

Experience with CCH, QBO, Protax, Office suite, GoFileroom, Karbon, Avalera, Botkeeper

Strong verbal communication skills 

Ability to manage multiple accounts and meet all time requirements

Benefits:

Competitive Salary range starting at $80k with bonus opportunities based on team management and individual goals

Full benefit package including:

• PTO (22 days including vacation, personal and holiday)
• PTO bank for exempt employees (earn 1 hour of PTO for every hour over the standard 40 hour work week)
• Flexible scheduling options during the work week
• Health, Dental and Vision Insurance (Employee only)
• Group Life Insurance
• 401(k) with 4% company provided match
• Employer reimbursement for all industry related licenses (CPA) and association dues (AICPA / MACPA)