CPA Job at Express Employment Professionals Defunct, Roanoke, VA

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  • Express Employment Professionals Defunct
  • Roanoke, VA

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,

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