Accounting/Auditing CPA
Herbert Financial Group
Herbert Financial Group is seeking an experienced and motivated Certified Public Accountant (CPA) to join our expanding tax and accounting team. This is an excellent opportunity for a tax professional who thrives in a public accounting environment, enjoys direct client interaction, and has extensive experience preparing and reviewing complex business tax returns.
We are looking for a professional who can serve as a trusted advisor to clients, represent taxpayers before the IRS, and help lead tax engagements with a high level of technical expertise and professionalism.
Active CPA license in good standing.
Minimum 5 years of experience in public accounting .
Partnership returns (1065) a plus.
Strong understanding of federal and state tax compliance.
Experience with tax planning strategies for small businesses and high-net-worth individuals.
Familiarity with tax resolution matters and IRS correspondence.
Bilingual English/Spanish is a plus.
Prepare and review corporate tax returns, with a strong emphasis on S-Corporation (1120S) returns .
Represent clients before the IRS regarding audits, notices, and tax matters.
Conduct tax research and provide technical guidance.
Advise business owners on tax planning opportunities and compliance requirements.
Review financial statements and supporting documentation.
Collaborate with accounting and advisory teams to deliver exceptional client service.
Assist in training and developing junior tax professionals.
Performance-based bonuses.
The ideal candidate is a technically strong CPA who comes from a public accounting background , has significant experience with 1120S tax returns , is comfortable dealing directly with the IRS, and enjoys helping business owners navigate complex tax matters while building long-term client relationships.
Herbert Financial Group is a growing financial services and tax advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. We provide tax, accounting, financial planning, and insurance solutions with a commitment to integrity, professionalism, and exceptional client service. J-18808-Ljbffr Herbert Financial Group
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