Job Description
Job Full Description Job Title: Certified Public Accountant (CPA) - Financial Planning Firm Job Summary We are seeking a detail-oriented and client-focused
Certified Public Accountant (CPA) to support our financial planning team. The CPA will play a key role in tax planning, financial analysis, compliance, and strategic advisory services for individuals and families. This position works closely with financial advisors to deliver integrated, long-term financial solutions.
Key Responsibilities - Prepare, review, and analyze individual, trust, and small business tax returns
- Develop and implement tax-efficient strategies aligned with clients' financial plans
- Provide proactive tax planning related to investments, retirement, estate planning, and cash flow
- Analyze financial statements and client financial data to support planning recommendations
- Ensure compliance with federal, state, and local tax regulations
- Stay current on changes in tax laws and accounting standards and communicate implications to clients and advisors
- Collaborate with financial planners, investment advisors, and other professionals
- Assist clients with IRS and state tax notices, audits, or inquiries when necessary
- Maintain accurate documentation and uphold confidentiality and ethical standards
Qualifications - Active CPA license (required)
- Bachelor's degree in Accounting or Finance (Master's preferred)
- Experience in public accounting, tax planning, or financial services (preferred)
- Strong understanding of individual taxation, investments, and retirement planning
- Proficiency with accounting and tax software
- Excellent analytical, organizational, and communication skills
- Ability to explain complex financial concepts in a clear, client-friendly manner
Preferred Skills - Experience working with high-net-worth individuals
- Knowledge of estate and retirement planning strategies
- Familiarity with financial planning tools and investment concepts
- Strong attention to detail and time management skills
Roanoke, VA
2541
1910 Electric Road
Roanoke, VA 24018
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