Tax & Accounting Professional
Flavin Nooney & Person
Job Description
Job Description
We are not a typical CPA firm. Our practice combines tax expertise with high-level advisory services, allowing our team to work closely with clients on both compliance and long-term financial strategy. We are seeking a talented Tax & Accounting Professional who wants to grow beyond routine return preparation and become a trusted advisor.
Key Responsibilities
- Prepare and review complex individual, corporate, partnership, and trust tax returns
- Perform tax planning and research on a wide range of client matters
- Prepare and review financial statements and workpapers
- Analyze financial data and provide insights to clients on business performance
- Manage multiple client engagements and deadlines efficiently
- Communicate directly with clients regarding tax and accounting matters
- Assist in mentoring junior staff and reviewing their work
- Ensure compliance with federal, state, and local regulations
Qualifications
- 5–15 years of experience in public accounting
- Strong experience with tax compliance and planning
- CPA license or actively pursuing preferred
- Proficiency in tax and accounting software (e.g., UltraTax, QuickBooks)
- Strong analytical, organizational, and problem-solving skills
- Ability to manage multiple projects and deadlines
- Excellent written and verbal communication skills
- Long-term career focused preferred
- Proven ability to manage client relationships
What We Offer
- Competitive compensation based on experience
- Opportunity for growth into senior leadership roles
- Diverse client base (individuals, small businesses, and high-net-worth clients)
- Collaborative and professional team environment
- Exposure to both tax compliance and advisory services
- Exposure to wealth management
A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.
Company Description
A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.
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