Tax and Business Advisor / Fractional CFO, CPA - Remote

  • Full-time

Company Description

Tax and Business Advisor CPA needed to advise a portfolio of clients. Must have passion for client relationship management and heavy tax knowledge.

Our client is a public accounting firm providing outsourced CFO, accounting, payroll, and tax services to the fitness industry. With oversight from the firm's founder, you will provide fractional CFO, advisory, and tax services directly to the clients based upon financial data provided by senior staff accountant. Occasionally, you will need to roll up your sleeves and assist staff complete transactional financial work. This entirely remote position is a full-time, telecommuting role. As such, the ability to communicate clearly via video, email, and telephone is critical.

Job Description

This is an advisory level role that requires: 

  • Prepare outlines and lead all Monthly and Quarterly Strategy Calls with clients.

  • Assist in timely and courteously answering client questions via email and video; meeting virtually with our clients.

  • Oversee tax process and review income tax returns.

  • Manage Accounting Associates’ month-end client reports to verify the highest quality of work is being delivered to clients including punctuality, completeness, and accuracy.

  • Manage Accounting Associates’ month-end process to ensure client reports are delivered by the 15th of the month. This includes assisting in client communication and problem-solving to move the process along when needed.

  • Be a resource to accounting associate staff by answering questions and helping to solve accounting issues.

  • Review and prepare adjusting journal entries.

  • Interacts with customers and resolves customer complaints.

  • Represent the company in a courteous, efficient, and friendly manner in all customer and employee interactions to ensure customer satisfaction.

  • Handle multiple special accounting-related projects simultaneously.

  • Encourage and promote a company culture that is consistent with our core values and mission statement.

Qualifications

  • CPA designation required.

  • 6+ Years of public accounting experience.

  • Success in virtual environment.

  • A dedicated, secure, and quiet room to work from home with no interruptions to conduct video calls.

  • Have a strong, consistent internet connection.

  • Ability to manage stress and demands of tax season while meeting various client and firm demands.

  • Self-assured, capable, comfortable, and adept in both written and video client communication to clearly and effectively to explain financial and tax-related technical issues to fitness owners.

  • Ability to compile and translate often complicated financial data into terms clients can understand so they can make better business decisions for themselves and their stakeholders.

  • Exceptional interpersonal skills and client interaction.

  • Excellent verbal, written, and video communication skills.

  • Proactively communicate with each client, staff, and the firm founder.

  • Ability to multitask to manage multiple clients simultaneously.

  • Self-starter - able to identify work that needs to be done and do it without being instructed to do so.

  • Ability to work independently, be self-directed, and motivated.

  • Desire to learn, seek new challenges, and take on additional responsibilities.

  • High degree of confidentiality.

  • Proficiency with technology including Microsoft suite, Gmail, zoom, Xero, QuickBooks, Dropbox, Payroll Relief, Practice Ignition are all pluses. Must have the ability to quickly learn new platforms.

Additional Information

Before, during, and after COVID19 our client understands the work environment is changing and the paramount importance of their team members' responsibilities outside of work. They are supportive and are flexible to your and your family’s needs provided your work responsibilities are met timely, efficiently, and with excellence. 

  • No commute – work from home!
  • Flexible work schedule
  • Competitive salary/incentive package.
  • Consistent annual growth with 14 years in business
  • Ongoing training
  • Required 21 PTO days off per year 
  • Client provides your workstation and related electronics, reimburses $100/month for cell phone and internet.

If you feel you have the necessary qualifications and enjoy working in an advisory capacity please forward your resume and state what you would require on a salary basis.