Certified Public Accountant (Business Tax & Accounting)
TMS Financial
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- Location
- Green Bay, WI
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 6
- 14 days ago
Career path
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About the company
TMS Financial
Financial services · 11 to 50 employees
What you'll do
- Prepare and review business tax returns, develop tax strategies, and advise clients on tax matters.
- Review financial statements, support business accounting, and manage client relationships.
What you need
- Requires a CPA designation, a bachelor’s degree in Accounting, Finance, or a related field, and at least 1 year of experience.
- A master’s degree or equivalent experience is preferred.
- Education: a professional certificate, a bachelor's degree or a postgraduate degree
Key skills
Certified Public Accountant (CPA)tax codefinancial regulationsQuickBooksXeroSageDrakeProSeriesLacerteanalyticalorganizationalproblem-solvingcommunicationS-CorporationsAdvanced proficiency in Excel
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Perks
- Family-friendly culture
- great work life balance
See full description on company page, apply now
Read the full posting here
Certified Public Accountant (CPA)
TMS Financial is seeking an experienced and detail-oriented Certified Public Accountant (CPA) to join our firm with experience in business and individual tax returns, financial review, and business accounting. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has a strong attention to detail and provides the highest level of customer service. This individual will be able to work independently as well as collaboratively as part of our group.
The Ideal Candidate:
Holds Certified Public Accountant (CPA) designation
Bachelor’s degree in Accounting, Finance, or related field (Master’s degree or equivalent experience preferred).
Minimum of 1 year of experience with a preferred focus on business and individual tax filings.
Strong knowledge of tax code and financial regulations.
Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte).
Excellent analytical, organizational, and problem-solving skills.
Strong communication skills, with the ability to explain complex financial and tax matters to clients.
Ability to work independently and as part of a team, managing multiple clients and deadlines simultaneously.
Experience working with S-Corporations, C-Corporations, Partnerships, and LLCs.
Knowledge of estate planning, trust taxation, and wealth preservation strategies.
Advanced proficiency in Excel.
Responsibilities:
Business Tax Preparation & Filing:
Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs).
Ensure compliance with all tax regulations and deadlines.
Identify opportunities for tax minimization, credits, and deductions.
Tax Planning & Strategy:
Develop and implement tax strategies for businesses and individuals.
Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions.
Conduct research on new tax laws and regulations and communicate their impact to clients.
Financial Statement Review:
Perform financial reviews and provide recommendations to improve financial performance.
Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed.
Provide advisory services on cash flow, budgeting, and financial forecasting.
Business Accounting Services:
Assist with accounting functions for business clients.
Ensure accurate financial records and documentation, performing regular audits as necessary.
Provide guidance on financial systems, internal controls, and accounting software tools.
Client Relationship Management:
Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year.
Maintain strong relationships with existing clients while identifying opportunities to expand service offerings.
Collaborate with clients to understand their financial goals and provide customized solutions.
The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance.