Role Description
Weβre hiring a career-motivated, data-driven certified public accountant for a key position on our team. Youβll be responsible for maintaining the financial integrity of our company by:
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Overseeing our financial planning
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Keeping our general ledger up-to-date
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Ensuring the accuracy of our financial information
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Making recommendations for budget optimization
Candidates should be experienced problem-solvers, well-organized, detail-oriented, and time-efficient.
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Lead the preparation, review, and delivery of comprehensive tax plans and strategies for law firm clients.
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Review and approve financial statements, tax returns, and reconciliations prepared by team members.
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Conduct in-depth financial and operational analysis to help clients improve profitability, reduce tax liability, and enhance cash flow.
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Manage the most complex three-way trust account reconciliations, ensuring compliance with IOLTA regulations.
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Oversee and advise on budgeting, forecasting, and financial planning for clients.
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Collaborate with the leadership team to identify new service opportunities and develop client-focused solutions.
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Lead training sessions and provide mentorship to junior accountants and staff, fostering a culture of continuous learning and development.
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Represent the firm in client consultations, industry events, and networking opportunities to drive client retention and acquisition.
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Establish accounting policies and procedures to ensure the business runs smoothly.
Qualifications
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Bachelorβs degree in Accounting, Finance, or a related field.
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6+ years of accounting experience, with expertise in tax preparation, tax planning, and legal trust accounting.
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CPA designation required.
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Advanced proficiency in accounting and tax preparation software (e.g., QuickBooks Online, Drake, Lacerte) and legal practice management tools.
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Proven leadership and client management skills, with the ability to lead complex engagements and develop strong client relationships.
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Exceptional analytical, problem-solving, and communication skills.
Requirements
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Please do not apply if you do not meet ALL of the above qualifications.