Senior Tax & Business Advisor

ABOUT FISHER, P.A. A CERTIFIED PUBLIC ACCOUNTING FIRM

Fisher, P.A. Certified Public Accounting Firm was established to provide efficient, expert solutions for both businesses and individuals. We measure our success by the success of our clients and the success of our team at Fisher, P.A. Through positive teamwork and leadership, we cultivate an environment of integrity, care and respect allowing us to focus on personal growth of our team, clients and leaders. It is this foundation that provides the platform to educate and give back to our community.

Our primary services include business advisory, CFO outsourcing, accounting, tax compliance, IRS representation and tax planning. We also offer a host of specialty services to cater to the unique needs of our clients. We serve a wide range of individuals, corporations, limited liability companies and partnerships and are experts in the accounting issues and tax laws that impact our clients. We are a growing accounting firm and are seeking a motivated person to become part of our team and contribute to our progressive and innovative firm environment.

The successful candidate will serve as an ambassador for the firm, demonstrate polished communications skills, a professional and positive attitude and confident command of accounting rules and tax law.

JOB RESPONSIBILITIES:

• Provide mentorship for accountants and tax associates
• Contribute to team cohesion by creating a positive morale and enhancing the firm culture, engaging with leadership/executive team to improve firm procedures and processes

JOB DUTIES:

• Prepares and ensures the accuracy of individual and business tax filings
• Prepares scopes for large projects, delegates and manages workflow through span of project
• Provides business advisory strategy to client base, researching, analyzing and developing best practices for complex entities
• Informs, guides, and advises clients on tax and financial planning, communicating ethical strategies to mitigate tax liabilities.
• Develops tax plans and projections for fractional CFO level business clients
• Reviews financial statements and posts adjusting journal entries for tax purposes
• Conducts new and established client meetings
• Identifies current and future client requirements by establishing and maintaining rapport with potential and actual clients
• Reviews, prepares as needed and ensures the accuracy of individual and business tax filings
• Assists and prepares clients for IRS or state audits, develop response to notices as needed
• Research tax issues using internal revenue code, relevant authorities and guidance
• Displays analytical skills by ensuring consistency of year-over-year tax information for new and established clients
• Records and reports client information in an accurate and timely manner
• Maintains the stability and reputation of the firm by complying with ethical and legal requirements

PROFICIENCIES:

• 1040, 1120, 1120-S, and 1065 Tax Compliance
• Tax software, knowledge of UltraTax preferred
• Excel and data analysis
• GAAP accounting standards

REQUIREMENTS:

• CPA with Master of Accountancy
• 6+ years professional work experience
• 3+ years tax preparation experience in regional, public accounting field
• Strong tax and finance advisory proficiency
• Professional oral and written communication skills
• Able to work well in a team setting
• Motivated and takes initiative
• Strong ethical compass
• Accountable and dependable

COMPENSATION:

• Competitive salary
• Full benefits package
• 401K matching
• Continuing education opportunities
• Career growth opportunities
• Flexible hours