What are the responsibilities and job description for the Certified Public Accountant (CPA) - Financial Firm - San Jose, CA position at Advisor Employee Services?
Certified Public Accountant (CPA)
Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm NIM Retirement Group in San Jose, CA is seeking to add a CPA to our team!
This CPA will have the opportunity to meet one-on-one with our clients and be in charge of the tax planning department. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, who has built a beautiful office and team and an existing book of high net worth clients!
Key Traits:
This position requires that you possess the following skills:
This position requires that you possess the following skills:
- Ability to prioritize and manage time
- Provide outstanding customer service
- Good-natured, positive attitude
- Self-directed initiative
- A desire for continuous learning
- Ability to build a comprehensive retirement focused tax strategy tool kits and implement for clients
Minimum Requirements:
- 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
Requirements:
- Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherences to requirements, and advising management on needed actions
- Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
- Maintains customer confidence and protects operations by keeping financial information confidential
- Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional societies
- Accomplishes the result by performing the duty
- Complex tax returns for clients, full understanding of tax law
Salary Bonus:
- Start with $200-250K
Benefits
- Medical Insurance
- Future company stock options and profit sharing plan
Hours
- Standard working hours
Presented by Advisor Employee Services Thank you for your interest in the Certified Public Accountant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $200,000 - $250,000
