CERTIFIED PUBLIC ACCOUNTANT JOB DESCRIPTION

Certified Public Accountant Roles and Responsibilities:

• Coordinate with other departments to obtain supporting information for 10-Q and 10-K disclosures.
• Input data into the company’s financial reporting application.
• Compile financial statements for joint venture entities.
• Perform monthly variance analysis and reconciliation of financial statement data.
• Draft and provide support for quarterly press releases.
• Coordinate and review XBRL tagging.
• Assist in the development, implementation, and maintenance of accounting and reporting policies and procedures.
• Coordinate with internal and external auditors on annual audits and quarterly review processes, including both financial and controls testing.
  
• Draft financial statements (balance sheet, income statement, statement of cash flows, etc.)
• Prepare and review the company’s 10-Q and 10-K filings with the SEC.

Certified Public Accountant Skills, Abilities and Experience:

• Minimum of 5 years public company financial reporting experience, with a minimum of 3 years Big 4 public accounting experience.
• Certified Public Accountant or equivalent.
• Highly organized and detail-oriented with the ability to meet tight deadlines.
• Strong knowledge of US GAAP and SEC reporting.
• Understanding and knowledge of accounting/auditing theory, technical research, and financial analysis and reporting.
• Knowledge and understanding of internal controls, general accounting (G/L, A/R, A/P, etc.), and operational accounting (revenue, volumes, etc.).
• Ability to multi-task and prioritize assignments.
• Good interpersonal and communication skills within all levels of the organization.
• Adapts effectively to new and changing environments.
• Can strategize, understand the goals of the company and create effective plans to achieve those goals.
• Can grasp complex subjects and effectively strategize how to achieve optimal results.

Certified Public Accountant Roles & Responsibilities:

• Build and maintain strong client relationships while delivering tailored tax solutions for small businesses and entrepreneurs.
• Conduct client consultations to assess financial practices, tax needs, and compliance requirements.
• Review financial statements, general ledger activity, tax returns, and supporting documentation for accuracy and completeness.
• Prepare and oversee tax filings, forms, and attestation audit activities in compliance with regulatory standards.
• Develop and improve processes related to tax advisory services, tax preparation, and filing operations.
• Establish and maintain tax policies and procedures aligned with industry regulations and evolving compliance requirements.
• Collaborate cross-functionally as a subject matter expert to support the development of educational and tax-related client resources.

Certified Public Accountant Qualifications:

• Active CPA license required.
• Experience preparing and reviewing Federal and State business income tax returns, quarterly estimates, tax notices, and dispute resolutions.
• Familiarity with Form 1120/5472 for Non-U.S. residents and Form 1065 for partnerships.
• Ability to operate effectively in a fast-paced startup environment with minimal supervision.
• Strong critical thinking, analytical, and problem-solving capabilities.
• Excellent organizational skills with strong attention to detail.
• Effective written and verbal English communication skills.

Certified Public Accountant (CPA) Roles:

• Implement, maintain, and adhere to internal controls and accounting procedures ensuring compliance
• Regularly maintain and reconcile journal entries
• Maintain depreciation, fixed asset ledgers, and reconciliation
• Perform Accounts Payable function for a subset of company accounts
• Compose journal entries and conduct the month end close with minimal supervision
• Knowledge of reconciling month end balance sheet accounts
• Produce analyses for monthly balance sheets and income statements for reporting by management
• Assist in the month end, quarter end and year end closing process including monthly financial close workbook preparation
• Impromptu reporting and special projects, when requested
• Coordinate and analyze a variety of financial data, then report it in a way that is useful and understandable
• Prepare journal entries and account reconciliations which include, but are not limited to, accounts payable, prepaid expenses, and payroll, intercompany
• Prepare and submit reports
• Ensure accuracy of financial transactions
• Co-ordinate, assign and review work

Certified Public Accountant (CPA) Qualifications:

• Familar with inercompany
• Excellent written and verbal communication skills
• Strong attention to detail
• Strong organizational skills
• Goal oriented
• Outgoing and Positive
• Proficient in Quickbooks, Excel, Word and ZOOM/TEAMS/ GoTo MEETING platforms.

CPA Roles:

• Support the tax team with planning strategies to minimize the company’s effective tax rate, reduce tax impact in P&L, and lower cash tax expense.
• Support corporate M&A activities, including due diligence, acquisition integration, transfer pricing policy integration, and legal entity and IP integration.
• Partner with business and legal teams to provide tax guidance and identify tax planning opportunities related to operational or business process changes.
• Collaborate with legal teams to support corporate governance initiatives and maintain foreign jurisdiction positions.
• Monitor the effectiveness of tax policies, practices, and processes while recommending improvements to enhance efficiency and results.
• Support the Tax Director and VP, Tax Planning & Controversy on global tax projects, including tax law analysis and coordination with U.S. and international tax advisors.
• Support the VP of Corporate Tax & Reporting to ensure tax planning activities are accurately reflected in financial statements and aligned with SOX compliance requirements.
• Assist with transfer pricing policies, calculations, documentation, and transfer pricing report reviews, including organizational and supply chain planning initiatives.
• Support Federal, State, and international income tax audits.
• Assist the Director of Tax Planning & Controversy with business practice analysis, financial statement metrics, and ongoing tax-related initiatives.

CPA Qualifications:

• Bachelor’s degree in Accounting with 5+ years of tax experience, preferably including TCJA, GILTI, and FDII exposure.
• Master’s degree in Tax and CPA certification preferred.
• Proven experience leading international tax planning and structuring projects, including acquisitions, divestitures, reorganizations, and operational initiatives.
• Creative and strategic problem-solving mindset.
• Strong interpersonal skills with the ability to collaborate effectively across Legal, Finance, Accounting, Human Resources, Strategy, Brand Management, and Product Development teams.
• Excellent written and verbal communication skills with the ability to adapt messaging for diverse internal and external audiences.
• Strong project management, organizational, and multitasking abilities, including prioritization, issue identification, and proactive problem resolution.

CPA Responsibilities:

• Perform and complete field work to include preparation of workpapers and financial statements for Audits, Reviews and Compilations
• Prepare business and individual tax returns
• Tax planning for corporate and individual clients, participate in tax research projects for clients
• Demonstrate competency in technical skills, work quality, and application of professional and firm standards
• Recognize complex technical issues, evaluate facts efficiently and uses strategic decision-making skills to assist management in solving problems
• Assists management in planning and managing engagement activity and follow through to achieve results
• Perform diversified accounting and tax assignments
• Prepare routine correspondence to clients
• Build relationships with clients and provide timely and responsive services and work products
• Work with others on the team to complete client service tasks timely and accurately
• Invest in professional development through active participation in training sessions and networking events both internally and externally

CPA Qualifications:

• Must have a degree in accounting and hold a CPA certification
• Minimum of 3+ years of related experience in a professional services environment
• Have a working knowledge of Microsoft Office products (Word, Excel, Outlook), tax return preparation software and assurance application and research tools
• Strong drive and motivation
• Ability to manage multiple projects, priorities, deadlines, and budgets
• Strong verbal and written communication skills
• Commitment to continuous learning and development
• Enthusiasm for helping others be successful
• Out-of-the-box thinking and an entrepreneurial spirit

Certified Public Accountant Duties:

• Organize and update financial records as needed (digital and physical)
• Analyze transactions and prepare reports
• Perform regular, detailed audits to ensure accuracy in financial documents, expenditures and investments
• Forecast revenue and analyze profit margins
• Oversee ledger reconciliation and manage accounts payable/receivable
• Participate in budgeting processes
• Brief senior managers regularly on the company’s financial status
• Liaise with Tax Accountants to track tax payments and returns
• Monitor bookkeeping activities regularly
• Keep company financial information confidential
• Establish accounting policies and procedures
• Stay informed on industry developments and changes in regulations

Certified Public Accountant Requirements:

• BSc degree in Accounting or Finance and a CPA certification
• Proven work experience as a Certified Public Accountant or Senior Accountant
• Thorough knowledge of accounting and financial procedures
• Understanding of Generally Accepted Accounting Principles (GAAP)
• Experience with accounting software, like FreshBooks and Zoho
• Advanced MS Excel knowledge (familiarity with formulas, VLOOKUPs and pivot tables)
• Excellent analytical skills with an attention to detail
• Integrity, with an ability to handle confidential information

Certified Public Accountant (CPA) Functions:

• Conduct tax interviews with clients.
• Request, collect, and compile all necessary documents required to complete required tasks.
• Prepare corporate, personal and fiduciary income tax returns.
• Prepare Financial Statements (review and compilations)
• Accounting & Bookkeeping functions.
• Corporate reorganizations.
• Payroll and Sales Tax.
• Tax Research & Writing
• Update clients with the relevant changes in tax laws.
• Maintain existing and new relationships.
• Mentor clients and (or) their bookkeepers on best accounting practices.
• Detect and address potential compliance issues proactively.
• Maintain compliance with all state and federal regulations.
• Uphold the excellent reputation of our firm.
• Maintain communication with IRS, State Agencies, and our clients.
• Be the firm’s point-of-contact on accounting-related matters.
• Maintain highly organized and updated client files.
• Work collaboratively with Enrolled Agents to participate in Tax strategy planning and to achieve shared goals.
• Foreign Bank account reporting & FATCA.
• Tax strategy & minimization.
• Other accounting-related tasks as assigned.

Certified Public Accountant (CPA) Requirements:

• Required: Bachelor’s degree in accounting
• Required: 5+ years in public accounting (MBA Finance is an added advantage)
• Required: Must possess a Certified Public Accountant (CPA) license in good standing
• Required: Familiarity with QuickBooks
• Business and personal tax experience is a plus
• Exceptional computer skills, including Microsoft Office
• Exceptional organizational skills and aptitude for numbers
• Outstanding communication skills, written and verbal
• Able to thrive in deadline-driven environment
• General Business Knowledge
• Customer Service

Certified Public Accountant Duties:

• Prepare and examine accounting records, financial statements, taxes, and other financial reports.
• Develop and analyze reporting for business operations and budgets.
• Perform audits, ensuring adherence to standard requirements.
• Create new processes to improve financial efficiency.
• Report analysis and findings to management team.
• Oversee accounts payable and receivable.
• Forecast revenue and analyze ledgers.
• Identify and investigate variances.
• Participate in strategic planning, fraud prevention, and budget development.
• Maintain and organize digital and physical financial records.
• Assess all business transactions and prepare accurate reports on your findings.
• Conduct periodic audits to guarantee accuracy in financial records, expenses, and savings.
• Ensure you remain up-to-date on industry changes and changes in regulations.
• Respond to tax and accounting related issues.

Certified Public Accountant Experience and Qualifications:

• CPA status must be Active.
• Previous experience in accounting or other related fields.
• Proven work experience as a Certified Public Accountant
• Fundamental knowledge of GAAP.
• Experience with current computer accounting programs and reporting tools.
• Detail and deadline-oriented.
• Strong analytical and problem solving skills.
• Bachelors degree or higher in accounting or similar field.
• Active CPA status.