CPA for Virtual Accounting Firm

Job Description: CPA

Job Brief:
We seek experienced Certified Public Accountants (CPAs) to join our team.

Job Requirements:

• Minimum two years of relevant experience.
  

• An active CPA license.
  

• Strong command over General Ledger.
  

• Proficient in Business and Personal Tax.
  

• Certification and handson experience in small business accounting software (QuickBooks Xero etc.).
  

• Excellent soft skills.
  

Job Responsibilities:

1. Client Management:
   

• Manage and nurture relationships with existing clients.
  

• Conduct regular meetings to understand their needs and provide relevant solutions.
  

• Understand client concerns and resolve them as required.
  

2. Team Management
   

• Mentor and Manage a virtual team of Accountants.
  

• Provide required subject matter expertise to the team members as needed.
  

3. Sales Collaboration:
   

• Collaborate with sales personnel to identify opportunities and upsell additional products/services.
  

• Work closely with the sales team providing support in closing deals.
  

4. Networking:
   

• Develop a local social network by attending business and networking events.
  

• Leverage networking opportunities to expand the client base.
  

5. Virtual Office Operations:
   

• Operate efficiently from BFGs virtual office or at the convenience of your home office to deliver topnotch accounting and related services.
  

• Utilize the provided tools and resources to enhance client interactions.
  

6. Project Work:
   

• Perform various financial projects based on your experience and interest including audits tax planning financial projections consultation and other related activities.
  

• Ensure compliance with relevant regulations and industry standards.
  

Skills Required

Hard Skills

• Working experience in fullcycle general ledger accounting and financial reporting.
  

• Experience in US Individual and Business Tax Preparation.
  

• Knowledge of payroll and payroll taxes.
  

• Specialized knowledge in a minimum of one major field (e.g. Auditing Business Planning Tax Planning Nonprofit Industryspecific knowledge Accounting Software knowledge etc.)
  

Soft Skills

• Leadership
  

• Providing clear direction and guidance to the team members.
  

• Leading by example and setting high standards of professionalism.
  

• Communication:
  

• Clear and concise communication (Verbal and written) with team members and clients
  

• Active listening to understand team members concerns/queries
  

• Time Management:
  

• Prioritizing tasks and managing time effectively to meet deadlines.
  

• Delegating responsibilities efficiently within the team.
  

• Balancing multiple projects and tasks simultaneously.
  

• Critical thinking
  

• Understand the concerns of Team Members and Clients analyze evaluate and make a reasoned decision.
  

• Presents analyses and recommendations clearly and understandably.
  

Technical Skills

• Working knowledge of QuickBooks Xero or other accounting software.
  

• Experience in Tax preparation software. (We use Drake Take)
  

• Experience in Mircrosoft Excel and Word.
  

• Experience in Google Sheet and Word.
  

Remuneration:

• Fixed revenue share on income generated by your virtual accounting team.
  

• 70:30 split on other projects.
  

Benefits:

1. Prestigious Virtual Office:
   

• Access to a prestigious local virtual office for daytoday activities and client meetings.
  

• Professional environment to conduct meetings and consultations.
  

2. Digital Presence:
   

• Personalized profile page on our website featuring the CPAs credentials.
  

• You will receive digital marketing strategies including paid campaigns SEO and online and offline promotional activities.
  

Note: BFG (Business Financial Group) will provide continuous marketing and sales support to assist in bringing new clients and ensuring the CPAs success. The focus is creating a collaborative and supportive professional and financial growth environment.

Requirements

• Minimum two years of relevant experience.
  

• An active CPA license.
  

• Strong command over General Ledger.
  

• Proficient in Business and Personal Tax.
  

• Certification and handson experience in small business accounting software (QuickBooks Xero etc.).
  

• Excellent soft skills.