Certified Public Accountant (CPA)
Delivering tax-focused financial planning & wealth management solutions for Financial Professionals.
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Uru Sports is partnering with a fast-growing financial services organization - and top places to work to help them hire a Certified Public Accountants on behalf of it's CPA Affiliates based across the United States.
About
Avantax started in 1983 with one CPA who noticed a growing need for clients to receive investment advice aligned with their tax situations. Today, Avantax has grown to support a network of independent financial and tax professionals, with over 3,100 Professionals managing over $80 billion in assets across all 50 states.
Job Responsibilities:
- Performing financial statement analysis and providing advice on financial matters to clients.
- Preparing and reviewing financial statements, tax returns, and other accounting documents.
- Ensuring compliance with financial regulations and guidelines.
- Managing and reconciling accounts payable and receivable.
- Conducting audits and identifying potential areas of improvement.
- Providing guidance and support to clients on tax planning, financial forecasting, and budgeting.
- Assessing financial risks and proposing strategies to mitigate them.
- Communicating complex financial information effectively to clients and stakeholders.
- Keeping up-to-date with changes in tax laws and regulations and advising clients accordingly.
Essential Qualifications:
- Valid certification as a Certified Public Accountant (CPA).
- Bachelor's degree in Accounting or a related field.
- Proficient in accounting software and MS Office.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Exceptional organizational and time management abilities.
- Effective communication and interpersonal skills.
- Ability to work independently and as part of a team.
Desired Experience:
- Minimum 3 years of experience in public accounting or a related field.
- Experience working with tax-focused financial planning and wealth management.
- Knowledge of financial regulations, tax laws, and IRS guidelines.
- Experience in conducting audits and providing financial advice.
- Previous experience in working with clients and handling their financial needs.