Certified Public Accountant

This entrepreneurial minded CPA certified Accountant will act as a liaison between the wealth management and preservation firm and its clients to offer a concierge tax filing service. This person will be responsible for helping client individuals and organizations file their taxes appropriately while following legal guidelines and obtaining the maximum possible tax return for the clients of EmVision. Great success in this role will come from someone who is ambitious, strategic and eager to grow their existing book of business while gaining the connections of a growing wealth preservation firm. Also, this person will have additional entrepreneurial opportunities to become a licensed financial advisor and create opportunities for additional income.Essential Duties and ResponsibilitiesPrepare requested tax returns for the clients of the firm, to include filing returns with multiple forms and schedulesProvide basic strategic tax filing suggestions to clients and make sure that clients comply with federal, state and local tax regulationsPrepare and file periodic state and local tax filingsPrepare tax provisions schedules, returns, payments, reports and maintain a company’s tax databaseFind tax solutions to complicated tax issues or errors from incorrect tax filingsIdentify legal tax savings and recommend ways to improve profitsAdvise management about the impact of tax liabilities and corporate strategies or new tax lawsAccurately prepare quarterly and annual tax reportsKeep up to date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publicationsOther duties and responsibilities related to the positionQualifications, Education and ExperienceDegree in Accounting or Business Finance and CPA certification requiredStrong organizational skills and ability to prioritize workload to meet deadlines in a fast-paced and dynamic work environmentRobust financial analytics and numerical skillsConsistent strong attention to detailAbility to work both independently and as part of a cohesive teamSalesforce experience a plusStrong knowledge and proficiency with Microsoft Office (Excel, Word, Outlook)Excellent verbal and written communication skills with an ability to communicate easily with all levels of employees and clientsDisplays a positive, friendly, and professional attitude with a strong focus on customer service