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Certified Public Accountant

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LifeTime Asset Management and LifeTime Tax Management

2021-12-03 09:08:12

Job location Raleigh, North Carolina, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

LifeTime is seeking an Experienced CPA to join our team. At LifeTime, we are on a mission to support our clients' financial confidence.

Our firm offers a friendly and supportive work environment with competitive compensation and benefits.

Job responsibilities:

  • Prepare and review individual and business tax returns
  • Work collaboratively with clients; identify opportunities to minimize the effective tax rate of our clients
  • Perform tax research
  • Provide tax planning as needed

Requisite qualifications:

  • Current CPA license
  • Bachelor's degree or equivalent experience in Accounting or Finance
  • 7+ years of experience of professional tax experience
  • Experience with tax planning


Valued experience (not required):

  • Proficient in Ultra Tax Software
  • Experience with research, and with tools like Thomson Reuters Checkpoint
  • Experience with multi-state sales tax and filing tax returns in multiple states
  • Experience with non-profit, trust, corporate and partnership returns
  • Knowledge of options for clients who are considering mergers and acquisitions
  • Experience with Quickbooks, online or desktop, and experience in payroll and/or bookkeeping
  • Proficient in Salesforce


Base salary depends on education, experience, designations, and credentials; bonus packages are tied to individual and company performance; employees are supported with paid education opportunities to acquire or maintain licenses; additional benefits include paid medical, vision, dental, disability, and life insurance, 401(k) with an employer match, paid vacation and sick leave, and paid maternity/paternity leave.

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