Note: The job is a remote job and is open to candidates in USA. DeLucia CPA is a growing CPA firm that serves closely held professional practices such as med spas and medical practices. They are seeking a Senior Accountant / Client Advisory Manager who enjoys diagnosing financial issues, reviewing accounting work, and helping clients understand their numbers.
Responsibilities
• Review client accounting files after junior staff complete bookkeeping work
• Identify issues in financial statements and determine how to correct them
• Train junior staff on corrections so issues do not repeat
• Communicate with clients to resolve open items and questions
• Ensure financials are accurate and ready for management reporting and tax preparation
• Review business and individual tax returns when needed
• Think through tax planning items such as estimated tax payments and changes in profitability
• Help improve internal workflows and processes
• Occasionally jump in to resolve accounting issues directly when needed
Skills
• 6+ years of public accounting experience
• Strong understanding of both tax and accounting
• Ability to diagnose and correct accounting issues quickly
• Experience reviewing financial statements and staff work
• Comfortable communicating directly with clients
• Experience mentoring or training junior staff
• CPA preferred
Benefits
• Paid sick time
• Work from home
Company Overview
• DeLucia CPA is an accounting company that provides tax preparation and payroll services. It was founded in 2013, and is headquartered in St. Petersburg, Florida, USA, with a workforce of 2-10 employees. Its website is https://deluciacpa.com.