Note: The job is a remote job and is open to candidates in USA. Pivotal Wealth and Tax is a wealth advisory firm providing integrated wealth management and accounting services to individuals, families, and businesses. The Accountant will manage daily accounting and bookkeeping activities, prepare financial statements, assist with tax preparation and filing, analyze financial data, and support accurate reporting and regulatory compliance while collaborating with advisors and clients.
Responsibilities
- Recording and reconciling financial transactions
- Preparing financial statements
- Assisting with tax preparation and filing
- Maintaining accurate ledgers for individuals, families, and business clients
- Analyzing financial data
- Supporting budgeting and forecasting
- Ensuring compliance with relevant accounting standards and tax regulations
- Collaborating with advisors and other team members to provide clear financial reporting
- Responding to client inquiries
Skills
- Candidates should possess strong skills in general accounting, including journal entries, account reconciliations, and preparation of financial statements
- Candidates should possess tax-related skills, such as basic tax preparation, understanding of individual and business tax concepts, and familiarity with tax filing processes
- Candidates should possess proficiency with accounting software and tools (e.g., QuickBooks or similar platforms), as well as solid Excel and spreadsheet skills
- Candidates should possess analytical skills, attention to detail, and the ability to interpret financial data for reporting and decision support
- Candidates should possess effective communication and collaboration skills, with the ability to explain financial information clearly to clients and colleagues
- Experience in wealth management, tax advisory, or working with high-net-worth individuals and business clients is beneficial
- Ability to work independently in a remote environment, manage multiple priorities, and maintain confidentiality of sensitive financial information
- Relevant qualifications such as a bachelor's degree in Accounting, Finance, or a related field are preferred; professional certifications (e.g., CPA, EA, or progress toward such credentials) are a plus
Benefits
- Full-time remote role
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