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CPA for Virtual Accounting Firm

Remote: 
Full Remote
Work from: 
Georgia (USA), Illinois (USA)

Offer summary

Qualifications:

Minimum of two years experience, Active CPA license and certifications, Proficiency in General Ledger, Tax, Experience in small business accounting software, Strong command of soft skills.

Key responsabilities:

  • Manage client relationships and provide solutions
  • Mentor and manage virtual team
  • Collaborate with sales for upselling
  • Develop local network through networking events
  • Deliver top-notch accounting services remotely
Business Financial Group logo
Business Financial Group TPE https://www.businessfinancialgroup.biz/
11 - 50 Employees
See more Business Financial Group offers

Job description

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Your missions

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 hands-on 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.

  • Team Management

    • Mentor and Manage a virtual team of Accountants.

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

  • 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.

  • Networking:

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

    • Leverage networking opportunities to expand the client base.

  • Virtual Office Operations:

    • Operate efficiently from BFG's virtual office or at the convenience of your home office to deliver top-notch accounting and related services.

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

  • 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 full-cycle 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, Non-profit, Industry-specific 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 day-to-day activities and client meetings.

    • Professional environment to conduct meetings and consultations.

  • Digital Presence:

    • Personalized profile page on our website featuring the CPA's 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 CPA's 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 hands-on experience in small business accounting software (QuickBooks, Xero, etc.).

    • Excellent soft skills.



    Required profile

    Experience

    Spoken language(s):
    Check out the description to know which languages are mandatory.

    Hard Skills

    Soft Skills

    • Time Management
    • microsoft-excel
    • Critical Thinking
    • google-sheets
    • communication
    • microsoft-word
    • Leadership

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