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CPA Advisor/Sr. Manager

Company: Pro-Fi 20/20, CPAs
Location: Suwanee
Posted on: April 11, 2021

Job Description:

Would others describe you as being---.

  • A superior communicator?
  • A person with a magnetic personality?
  • A person that revels in building and maintaining relationships?
  • A person with amazing organizational skills?
  • A person that consistently meets deadlines?
  • A person with a strong client service focus?
  • A person that is both "the best advisor and co-worker ever"?If the above describes you, then please keep reading---.Pro-Fi 20/20, CPAs is a fast-growing boutique CPA firm that specializes in advisory, accounting, and tax services for the dental industry. Our quest is to be our clients' key advisor. We provide year-round services and support to educate and empower clients to achieve growth and profitability. We are a young, dynamic company that is growing rapidly and is recognized as experts in the dental industry.Pro-Fi 20/20, CPAs is looking for a CPA Advisor / Sr. Manager to join our team in our Suwanee, GA office OR tele-commuting from your current location.Are you ready to elevate your Tax career to the next level? Are you ready for a leadership team that believes Personality is as important as Technical Skills? Do you love the technical aspect of your career but more than that, love building relationships? We are adding a CPA Advisor/Sr. Mgr. with 7+ years of tax experience to our team. We provide the necessary tools, leadership and unlimited growth potential; you provide the charisma and exceptional accounting skills!Got it? The MISSION is to build and nurture relationships.Duties include, but are not limited to:
  • Review of individual, corporate, partnership, fiduciary and other types of tax returns.
  • Review of income tax projections involving multiple scenarios and complex analysis.
  • Identify potential tax problems areas and propose solutions to clients.
  • Serve as technical resource and mentor to lesser experienced Tax team members.
  • Manage multiple tax and accounting projects and client engagements - communicate with partners, staff & clients regarding expectations, status of engagement and other matters as needed.
  • Provide client with complete and accurate work in an efficient and timely manner based on agreed upon budgets and time expectations.
  • Anticipate areas of concerns regarding client engagements and proactively recommend solutions.
  • Analyzes/Reviews IRS notices and drafts responses.9. Participate in team member evaluations and critical personnel decisions.
  • Consult with clients as needed on special projects.
  • Support the firm by participation in committees, training, recruitment & proactive involvement in planning for the future.
  • Follow all applicable policies and procedures.
  • Participate as a member of the firm and develop positive working relationships with team members.Qualifications:
  • Minimum 7+ years of recent TAX and ACCOUNTING experience, preferably with a public accounting firm
  • Bachelor's degree required; Master's degree preferred.
  • Active CPA license
  • Experience with QuickBooks Online, CCH Axcess or CCH Pro System desired
  • Intermediate experience in Windows environment as well as Excel and Word required
  • Detail-oriented with excellent organizational skills
  • Technical knowledge of accounting and tax concepts
  • Self-motivated
  • Superior verbal and written communication skills
  • Strong analytical and research skills
  • Willingness to adapt to changing priorities as the organization grows.
  • Client-oriented work ethic, delivering high quality results.
  • Due to dealing with sensitive information, a criminal background check is required.
  • Discretion when handling confidential information.
  • Healthy comfort level with technology and ability to learn new technology quickly. We are a high-tech paperless firm.What you should expect from us:We strongly believe every team member plays an important role in our company's success! That is why we strive to provide you and your family with a competitive and comprehensive benefit program.We offer: Flexible Paid Time Off (PTO), Paid Holidays, Comprehensive Healthcare (Medical, Dental and Vision), 401k, Long-Term Disability (LTD) Insurance, and Flexible Spending Accounts (FSA). Employees can also take advantage of countless discounts through ADP TotalSource "LifeMart"-- and access to the ADP Employee Assistance Program (EAP).We are going to ask you to talk about your accomplishments and what makes you unique. Here is what makes us unique:
    • Innovation: We think well beyond the debits and credits!
    • Technology: We employ the latest technologies to streamline processes to get our work done as efficiently as possible while best serving our clients
    • Proactive Client Support: Year-round accounting, bookkeeping, tax preparation and consulting services on an ongoing basis. Not just during "tax season".
    • Advisory Services: Expert guidance for dental practice owners who want to take their business to the next level.
    • Professional Network: We provide our clients access to a network of professionals in a variety of fields such as financial services, practice management, legal services, mortgage, banking, and risk management.

Keywords: Pro-Fi 20/20, CPAs, Roswell , CPA Advisor/Sr. Manager, Accounting, Auditing , Suwanee, Georgia

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