Location: Matthews, NC | Hybrid | Full-Time
Seeking a licensed CPA with 3+ years of public accounting experience in individual and business tax preparation, tax planning, and financial statement preparation.
Responsibilities include tax return review, trust and estate tax returns, financial statement reviews and compilations, client advisory, staff supervision, and client relationship management.
Experience with monthly accounting, Fractional CFO services, Client Accounting and Advisory Services (CAAS), business valuations, and M&A transaction support is valuable. Must be client-focused, organized, accountable, and able to provide proactive tax and business recommendations. Opportunity to help grow the firm, implement AI-powered tax workflows, and progress toward partnership/ownership.
Work Arrangement: First 90 days on-site; thereafter, up to 2 remote days per week based on performance.
Benefits: Health Insurance, 401(k), PTO, and Paid Holidays.
Pay: $115,000.00 - $125,000.00 per year
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Work from home
Application Question(s):
Can you work on-site in Matthews, NC for the first 90 days, followed by a hybrid schedule? (Yes or No)
Do you hold an active CPA license and have 3+ years of public accounting experience? (Yes or No)
Do you have substantial experience with individual and business tax returns, financial statements, and client-facing tax advisory? (Yes or No)
Work Location: On the road