ABOUT PLATINUM CFO & ACCOUNTING

The founders are experienced entrepreneurs that have started, run, and grown several successful businesses, the last one to 400 employees. Platinum is our latest endeavor. We are looking to partner with highly motivated people that want to get in on the ground floor of this next venture and work with us to grow this company to a very successful endeavor that we can all benefit from.

OVERVIEW

We are seeking a detail-oriented and knowledgeable CPA to join our team. As a CPA, you will assist clients with various tax and bookkeeping related matters. This role requires a deep understanding of tax laws and regulations, as well as the ability to provide sound financial advice. Ideal candidates will possess strong analytical skills and a commitment to delivering exceptional service.

SKILLS

• Strong knowledge of tax accounting principles and practices.
• Proficiency in financial statement reports and analysis.
• Experience with double entry bookkeeping systems.
• Excellent budgeting skills to help clients manage their finances effectively.
• Ability to write clear and concise financial reports that convey complex information simply.
• Strong organizational skills with attention to detail in all tasks performed.
• Effective communication skills for interacting with clients and representing them before the IRS.
• Proficient in using accounting software, particularly QuickBooks, for managing client accounts.
• Experience with Drake software a plus
• This is not a training position, you must be able to do tax returns for individuals and businesses on Day 1.

• Prepare and review tax returns for individuals and businesses, ensuring compliance with federal and state regulations.
• Provide expert advice on tax planning strategies to minimize liabilities and maximize benefits for clients.
• Conduct thorough financial analysis to support tax positions taken on returns.
• Assist clients with budgeting and financial report writing to facilitate informed decision-making.
• Perform bookkeeping and accounting tasks for business clients including recording financial transactions, maintaining general ledgers, payroll, bank reconciliations.
• Prepare financial reports in accordance with applicable standards.
• Utilize QuickBooks Desktop and Online for accurate bookkeeping and financial management.
• Maintain up-to-date knowledge of tax laws, regulations, and best practices.
• Manage 1-2 bookkeepers/accountants to include reviewing their work and assigning work.