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Form of workJob Description
Job Title: Certified Public Accountant (CPA) / Enrolled Agent (EA) - Tax Specialist (In-Person Role with Flexible Work Schedule)
Company Overview:
Potentia is a team of Financial Professionals that serves clients with a holistic approach. We are renowned for providing comprehensive and personalized financial solutions, and over the past four years, we have experienced significant growth in our client base. To meet the high demand for our services, we are looking for a talented CPA/EA to join our team. This is an excellent opportunity for someone proficient in their field, with excellent client communication skills, to take on the challenge of growing our firm within a beautiful office alongside an extraordinary team. This position offers competitive compensation and benefits, as well as schedule flexibility.
Qualifications
· 10+ years of experience as a Certified Public Accountant (CPA) or Enrolled Agent (EA).
· Proficient in effectively and eloquently communicating with clients to build strong ongoing relationships.
· Strong organizational skills with the ability to implement efficient processes.
· Demonstrated expertise in tax preparation and compliance.
· Ability to multitask, stay organized, and take ownership of projects from start to finish.
· Experience with business returns, including S-corporation, C-Corporation, and partnership tax returns.
Responsibilities include but are not limited to
· Provide timely, high-quality service and solutions that exceed our client’s expectations.
· Prepare complex individual, corporate, partnership, and fiduciary returns.
· Interface and manage client engagements to ensure exceptional service delivery.
· Handle individual and small business tax returns with accuracy and efficiency.
Ideal Candidate
Our ideal candidate is an ambitious professional looking to grow their client base and is ready to embrace the new clients we bring to them without worrying about marketing themselves. They possess the drive and expertise to help build our tax planning and preparation business alongside our support staff and seasoned professionals with many years of industry experience.
· Seeking a full-time position from January to December with a competitive salary and benefits package.
· Focused on a business opportunity with significant growth potential.
· A desire to play a key role in establishing an infrastructure to support numerous clients effectively.
· Seeks schedule flexibility and values a great working environment.
We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
For more information about our company, please visit our website https://potentiatax.com/
If you’re interested in this opportunity, please send your resume and letter of interest to Nicole Morris at Nicole@potentiatax.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.
