What are the responsibilities and job description for the Certified Public Accountant position at Royal Oak Financial Group?
We are seeking a Certified Public Accountant (CPA) OR someone who is proficient in tax planning and preparation or ready to sell his or her CPA practice in the greater Columbus, Ohio area. As an integral part of our team, you will be responsible for managing various accounting tasks, including tax preparation and filing. Your expertise in financial management and your ability to maintain accurate financial records will contribute to the overall success of our organization.
This is an "in house position"!
Responsibilities
- Financial reporting
- Tax preparation
- Investment strategies
- Bookkeeping
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- Certified Public Accountant (CPA) designation is preferred.
- Proven experience working in accounting or finance roles, preferably in a financial planning or advisory firm.
- In-depth knowledge of generally accepted accounting principles (GAAP) and financial regulations.
- Proficiency in using accounting software and financial management tools (e.g., QuickBooks, Excel, etc.).
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent written and verbal communication abilities.
- Ability to prioritize tasks, meet deadlines, and work effectively both independently and as part of a team.
- Demonstrated integrity and a commitment to maintaining confidentiality.
Compensation:
- Competitive compensation package
- Benefits
- Flexible schedule
About Royal Oak Financial Group:
Royal Oak Financial Group is a full-service financial firm offering investment, retirement planning, business accounting services, and individual financial and tax planning services. Our clients are individuals and families, as well as small to mid-size business owners. The financial advisors are experts in retirement planning, helping clients keep a healthy portfolio throughout retirement, and similarly assisting with other financial matters such as bookkeeping and accounting. With offices in Worthington and Lancaster, we work with clients throughout Central Ohio and beyond.
