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Senior Tax & Accounting Advisor

Family Legacy Inc.
Greenville, SC Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 3/28/2025

Do you love tax, like accounting, enjoy helping businesses, but tire of the public accounting grind?

Family Legacy, a premier accounting and investment service provider is seeking an experienced CPA to join the team. With an all new downtown location near the trendy West End, our offices offer a professional, spacious environment, a friendly and collegial team, excellent pay and benefits, and free parking!

Long-term, we will encourage you to grow professionally and obtain your CFP® designation. We are seeking people who want to be part of a growing team doing meaningful work. We offer paid time off, full health benefits including medical, vision and dental, plus continuing educational benefits, a retirement plan, and other long-term possibilities.

In this position, you will serve our diverse portfolio of business and individual clients and will be responsible for providing a range of services including :

  • Tax preparation and planning
  • Quickbooks setup and ongoing consulting
  • General accounting
  • Financial planning analysis
  • Retirement plan planning, set-up, management

Education and Experience :

  • Bachelor's degree in Accounting
  • Licensed CPA
  • Minimum 3-8 years of experience in tax department
  • Quickbooks experience
  • Skills required :

  • Strong Quickbooks skills
  • Problem solver - ability to complete reconciliations and identify solutions / resolutions
  • Ability to multi-task and balance multiple priorities simultaneously
  • Self-motivated, leadership ability - capable of identifying tasks and prioritizing completion
  • Ability to communicate effectively
  • Ability and willingness to learn
  • Able to deal with stressful situations
  • For more information about Family Legacy, visit our site at

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