Certified Public Accountant

Job description

Certified Public Accountant (CPA)

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Waukesha, WI is seeking to add an CPA to our Team!

This CPA will have the opportunity to meet one-on-one with our clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, who has built a beautiful office and team!

Minimum Requirements:

• College degree preferred

• 5+ years of accounting experience in a busy office

• Strong organizational, prioritization, interpersonal & management skills

• Strong mathematical and analytical skills

• Excellent communications skills; both verbal and written

• Proficient with MS Office Suite (Outlook, Excel, Word)

• Knowledge in QuickBooks or Accounting Software

CPA Traits:

This position requires that you possess the following skills:

• Ability to prioritize and manage time

• Provide outstanding customer service

• Good-natured, positive attitude

• Self-directed initiative

• A desire for continuous learning

• Ability to adhere to complex regulatory and compliance requirements from CFO

Job Requirements:

• Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
• Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
• Maintains customer confidence and protects operations by keeping financial information confidential
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
• Client Tax Returns
• Contributes to team effort by accomplishing related results as needed

Presented by Advisor Employee Services Thank you for your interest in the CPA role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!