Job Description

Job Full Description

Job Title: Certified Public Accountant (CPA) - Financial Planning Firm

Job Summary

We are seeking a detail-oriented and client-focused Certified Public Accountant (CPA) to support our financial planning team. The CPA will play a key role in tax planning, financial analysis, compliance, and strategic advisory services for individuals and families. This position works closely with financial advisors to deliver integrated, long-term financial solutions.

Key Responsibilities

Prepare, review, and analyze individual, trust, and small business tax returns
Develop and implement tax-efficient strategies aligned with clients' financial plans
Provide proactive tax planning related to investments, retirement, estate planning, and cash flow
Analyze financial statements and client financial data to support planning recommendations
Ensure compliance with federal, state, and local tax regulations
Stay current on changes in tax laws and accounting standards and communicate implications to clients and advisors
Collaborate with financial planners, investment advisors, and other professionals
Assist clients with IRS and state tax notices, audits, or inquiries when necessary
Maintain accurate documentation and uphold confidentiality and ethical standards

Qualifications

Active CPA license (required)
Bachelor's degree in Accounting or Finance (Master's preferred)
Experience in public accounting, tax planning, or financial services (preferred)
Strong understanding of individual taxation, investments, and retirement planning
Proficiency with accounting and tax software
Excellent analytical, organizational, and communication skills
Ability to explain complex financial concepts in a clear, client-friendly manner

Preferred Skills

Experience working with high-net-worth individuals
Knowledge of estate and retirement planning strategies
Familiarity with financial planning tools and investment concepts
Strong attention to detail and time management skills

Roanoke, VA
2541
1910 Electric Road
Roanoke, VA 24018

Job Tags

Local area,

Similar Jobs

Boeing

Radar Target Generator Design Engineer Job at Boeing

...Security has an exciting opportunity for a Radar Target Generator Design Engineer for Flight Simulation Labs, located in Berkeley, MO. The... ...in Engineering, Computer Science, Data Science, Mathematics, Physics, Chemistry or non-US equivalent qualifications directly...

Siemens

Calibre Software Engineer (C++) Job at Siemens

...Electrical Engineering, and Computer Science from an accredited institution. 5+ years of experience in software development in C and C++. Strong analysis, design, and problem-solving skills. Knowledge of high-performance data structures, algorithms, and design...

Department of State Hospitals

Investigator Job at Department of State Hospitals

...accepting applications for at least three (3) Permanent, Full Time Investigators in the Office of Special Investigations. The Investigator is... ...passed prior to being hired. The position(s) require(s) a Background Investigation be cleared prior to being hired. The...

Northwest Consumer Discount Company

Executive Director, Online and Mobile Banking Job at Northwest Consumer Discount Company

Executive Director, Online and Mobile Banking page is loaded## Executive Director, Online and Mobile Bankinglocations: NW Bancshares HQtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R-100681**Job Description**The Executive Director, Online and Mobile...

Confidential

Senior Risk Executive Job at Confidential

...Senior Risk Executive About the Company A well-established banking and financial services organization. Industry Financial Services Type Privately Held About the Role We are seeking a dynamic and experienced Senior Risk Executive to lead...

CPA Job at Express Employment Professionals Defunct, Roanoke, VA

Y05LS080NzdiMU1neG5CL013d3VqY0hlcnc9PQ==