CPA TAX ACCOUNTANT

Companies that succeed are those that provide an outstanding and unforgettable customer experience. Merkle Retirement Planning is a successful and growing retirement planning firm working directly with retirees and pre-retirees to help them achieve their retirement vision. We are looking for an individual that will assist us in our growth by solving our clients’ accounting needs. To offer a full suite of services as we continue to grow our business, we are looking to add a motivated Certified Public Accountant with experience in public accounting to our dynamic team. If you want to participate in a successfully growing organization that puts the client’s needs first and has fun while doing it, then this is the perfect organization for you.

QUALIFICATIONS:

• Degree in accounting, finance, or related field.
• 1+ year of demonstrated experience as a Certified Public Accountant.
• Strong knowledge and understanding of tax regulations, preparation, and filings.
• Proven ability to work on multiple client engagements and adhere to tax and customer-required deadlines.
• Comfortable in a dynamic environment that moves quickly.
• Detail-oriented and accurate.
• Self-starter with the desire to create and grow the position.
• Ability to build strong ongoing relationships with clients.
• Organizational and problem-solving skills.
• Exceptional written, oral, and interpersonal skills.
• Excellent project management and presentation skills.
• Ability to foster a company culture built on collaboration, entrepreneurial spirit, results, teamwork and positive attitude.

• Provide individualized services in tax research, preparation, and filings for individuals, corporations, and partnerships.
• Manage client engagements from start to finish, including planning, executing, directing, and providing tax advice and services.
• Collaborate directly with our Merkle Retirement Planning financial advisers and team to create and implement tax-advantageous strategies for clients.
• Assist in financial statement preparation and review.
• Assist clients with managing federal and state tax audits and negotiating tax positions.
• Provide and develop tax planning strategies for clients and identify new opportunities for appropriate additional services.
• Provide timely, high-quality service that exceeds client expectations.
• Address client concerns and escalate issues as they arise.
• Teach workshops and give presentations to clients and prospects on retirement tax strategies, basic tax strategies, and tax legislation.
• Stay current on new and changing legislation and the impacts on our clients and their retirement plans.