Job Description

Job Description
Job Description: CPA

Job Brief:
We seek experienced Certified Public Accountants (CPAs) to join our team.

Job Requirements:

• Minimum two years of relevant experience.
• An active CPA license.
• Strong command over General Ledger.
• Proficient in Business and Personal Tax.
• Certification and hands-on experience in small business accounting software (QuickBooks, Xero, etc.).
• Excellent soft skills.

Job Responsibilities:

1. Client Management:
• Manage and nurture relationships with existing clients.
• Conduct regular meetings to understand their needs and provide relevant solutions.
• Understand client concerns and resolve them as required.
2. Team Management
• Mentor and Manage a virtual team of Accountants.
• Provide required subject matter expertise to the team members as needed.
3. Sales Collaboration:
• Collaborate with sales personnel to identify opportunities and upsell additional products/services.
• Work closely with the sales team, providing support in closing deals.
4. Networking:
• Develop a local social network by attending business and networking events.
• Leverage networking opportunities to expand the client base.
5. Virtual Office Operations:
• Operate efficiently from BFG's virtual office or at the convenience of your home office to deliver top-notch accounting and related services.
• Utilize the provided tools and resources to enhance client interactions.
6. Project Work:
• Perform various financial projects based on your experience and interest, including audits, tax planning, financial projections, consultation, and other related activities.
• Ensure compliance with relevant regulations and industry standards.

Skills Required

Hard Skills

• Working experience in full-cycle general ledger accounting and financial reporting.
• Experience in US Individual and Business Tax Preparation.
• Knowledge of payroll and payroll taxes.
• Specialized knowledge in a minimum of one major field (e.g., Auditing, Business Planning, Tax Planning, Non-profit, Industry-specific knowledge, Accounting Software knowledge, etc.)

Soft Skills

• Leadership

• Providing clear direction and guidance to the team members.
• Leading by example and setting high standards of professionalism.

• Communication:

• Clear and concise communication (Verbal and written) with team members and clients
• Active listening to understand team members' concerns/queries

• Time Management:

• Prioritizing tasks and managing time effectively to meet deadlines.
• Delegating responsibilities efficiently within the team.
• Balancing multiple projects and tasks simultaneously.

• Critical thinking

• Understand the concerns of Team Members and Clients, analyze, evaluate, and make a reasoned decision.
• Presents analyses and recommendations clearly and understandably.

Technical Skills

• Working knowledge of QuickBooks, Xero or other accounting software.
• Experience in Tax preparation software. (We use Drake Take)
• Experience in Mircrosoft Excel and Word.
• Experience in Google Sheet, and Word.

Remuneration:

• Fixed revenue share on income generated by your virtual accounting team.
• 70:30 split on other projects.

Benefits:

1. Prestigious Virtual Office:
• Access to a prestigious local virtual office for day-to-day activities and client meetings.
• Professional environment to conduct meetings and consultations.
2. Digital Presence:
• Personalized profile page on our website featuring the CPA's credentials.
• You will receive digital marketing strategies, including paid campaigns, SEO, and online and offline promotional activities.

Note: BFG (Business Financial Group) will provide continuous marketing and sales support to assist in bringing new clients and ensuring the CPA's success. The focus is creating a collaborative and supportive professional and financial growth environment.

Requirements

• Minimum two years of relevant experience.
• An active CPA license.
• Strong command over General Ledger.
• Proficient in Business and Personal Tax.
• Certification and hands-on experience in small business accounting software (QuickBooks, Xero, etc.).
• Excellent soft skills.

Skill Set
CPA

Job Tags

Work experience placement, Local area, Remote job, Home office,

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