Responsibilities
- Analyze and review general ledger accounts to ensure accuracy, closings, and journal entries.
- Work in all phases of tax planning, tax preparation, review, compliance, and research.
- Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, and Multistate.
- Monitor financial performance against budgets and forecasts and identify areas for improvement.
- Work closely with Partners and Managers and assist team with ad-hoc assignments and special projects.
Requirements
- Bachelor’s degree in accounting
- CPA or CPA candidate
- At least 5+ years of experience in a CPA firm
- Able to work independently and within a team environment
- Outstanding communication skills both written and verbal
- Detail oriented and capable of multi-tasking, prioritizing and managing time effectively.
Nice to Have
- Experience using UltraTax CS, Checkpoint, Microsoft Office Suite and Intuit products
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning.
Work Arrangement
Hybrid — Columbia, South Carolina, Lexington, South Carolina
Additional Information
- Job Type: Full-time
- Schedule: 9:00 AM – 5:30 PM (Hybrid schedule with increased hours during busy seasons)
- This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.
- We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
- Relocation Required: This position is initially remote, but will transition to a hybrid role requiring in-office presence 3 days per week once our South Carolina office is established. Candidates must be willing and able to relocate to the Columbia or Lexington, SC area to be considered for the role.
