What are the responsibilities and job description for the Accountant/CPA position at Spivey and Morton, CPA, PA?
We are seeking a detail-oriented and experienced Accountant or Certified Public Accountant (CPA) to join our dynamic team, with a strong focus on individual and business tax preparation. The ideal candidate will have hands-on experience in preparing and reviewing tax returns, along with a solid foundation in regulatory reporting, corporate accounting, and financial management. This role offers the opportunity to work closely with clients, ensuring compliance and delivering accurate, timely tax services that support their financial goals.
Key Responsibilities
- Communicate professionally with clients via phone and email
- Assist with tax preparation and filing for individuals and businesses
- Maintain accurate, up-to-date financial records and documentation
- Prepare, review, and analyze financial statements
- Support day-to-day accounting operations and assist with private equity matters
- Work efficiently with accounting software such as QuickBooks and UltraTax
Qualifications
- 2-4 years of experience in tax accounting
- QuickBooks proficiency (Excellent to Strong)
- Microsoft Excel proficiency (Strong to Excellent)
- Familiarity with Microsoft 365 (Average to Excellent)
- UltraTax experience (Excellent to Strong)
- CPA license preferred but not required
- Willingness to work overtime during tax season
Job Type: Full-time
Pay: $75,000.00 - $85,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Schedule:
- Monday to Friday
- Weekends as needed
Ability to Commute:
- Wilson, NC 27896 (Required)
Work Location: In person
Salary : $75,000 - $85,000