Company

Jody Davis and AssociatesSee more

addressAddressSunnyvale, CA
type Form of workContractor
CategoryAccounting/Finance

Job description

We are not accepting applicants who need their visas transferred or sponsored.
This is an on-going contract position that is remote. Must live in the U.S.
Must have an active CPA, previous public accounting experience and solid client interaction experience.
COMPANY SUMMARY
Situated in the heart of the San Francisco Bay area, our boutique CPA firm is dynamic and client focused.
They provide advisory services (financial and tax related) to individuals, partnerships, closely held corporations and multinational publicly traded corporations. Services include tax compliance, tax provisioning (ASC 740), tax credits, site selection, financial planning, retirement planning, and tax audit representation.
JOB SUMMARY
This is a remote position that allows you to work from anywhere in the U.S.
If you value flexible hours, with solid administrative support, and thrive in collaborative environments with talented individuals, this might be the ideal role for you. Your focus will be on reviewing tax returns and handling client closing during peak seasons, while having no responsibilities during non-busy periods.
This is an ongoing contract role tailored to workflow demands, offering flexibility in work hours.
We are seeking a seasoned and technically proficient tax professional who thrives on substantial client interaction. The primary responsibilities include conducting final reviews and facilitating client closings, with a heightened focus during quarterly and annual peak seasons.
This role receives support from administrative staff and advisory specialists as required. It is ideal for someone who thrives on working autonomously and excels at problem-solving.
Qualifications:
•CPA certification is mandatory.
•Minimum of 9 years of relevant experience.
•Proven track record and enthusiasm for delivering personalized, one-on-one advisory services to clients, offering them the utmost care and attention.
•Previous experience in a public accounting firm is a prerequisite.
•Proficiency in corporate, partnership, and individual taxation.
•Exceptional written and verbal communication skills, coupled with strong interpersonal abilities.
•Proficient in working independently and adept at problem-solving.
•Robust organizational skills essential for efficiently managing multiple client engagements.
•Proficient in ProConnect and Canopy or similar systems preferred.
•Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
Refer code: 7088480. Jody Davis and Associates - The previous day - 2023-12-16 03:42

Jody Davis and Associates

Sunnyvale, CA
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