About Us
We are looking for a brilliant CPA with experience as a tax advisor who has an entrepreneurial spirit. If you are an experienced tax professional and are looking for an opportunity to grow your own business then you have found it. We are a diverse, woman-owned, independent family office located in Westwood, MA, and are looking for a CPA to join the team so that we can add tax services offerings in-house. Our elite team currently consists of seven members and we are looking for just the right fit as we grow strategically. Our already established brand, location, marketing strategy, and book of business so you would already have a client base to get started with and more as we grow. Serious inquiries only, please.
CPA & Tax advisor Qualifications
- Bachelor's degree in Accounting or Finance and a CPA certification
- Proven work experience as a Certified Public Accountant (CPA)
- Experience with Business AND Personal tax advising
- Thorough knowledge of accounting and financial procedures
- Understanding of Generally Accepted Accounting Principles (GAAP)
- Experience with accounting software, like Quickbooks
- Advanced MS Excel knowledge (familiarity with formulas, VLOOKUPs, and pivot tables)
- Ability to create financial projections of cash flows, pro forma, and all necessary financial support and schedules for inclusion in Seed & Series A Funding Presentations for Start-Ups
- Excellent analytical skills with an attention to detail
- Integrity, with an ability to handle confidential information
- Team Player, we play as a team, and win as a team
- Outgoing personality and enjoys socializing at
- Excellent communication skills verbally & written
We Expect Our Team To...
Drive Strategy and Innovation
Motivate and influence others to act
Motivate and influence others to act
You’re a strategy setter who can generate innovative and nuanced solutions to complex challenges, provide strategic vision, anticipate challenges, and assess the effectiveness of our work.
Motivate and influence others to act
Motivate and influence others to act
Motivate and influence others to act
We’re counting on your ability to clearly communicate complex information in a compelling and strategic way. You know how to tell a clear story and persuade your audience to take action. You understand how to find common ground with stakeholders and to build coalitions to support ambitious goals.
Support sustainability and growth
Contribute to leadership and management teams
Contribute to leadership and management teams
You understand and consider external conditions that affect the organization’s work, actively advocate for change, and successfully propose new services that align to strategic priorities when necessary. You build and maintain a strong external network and are viewed as a leader within the larger field.
Contribute to leadership and management teams
Contribute to leadership and management teams
Contribute to leadership and management teams
You have experience working with teams of senior leaders to lead organizations. You contribute valuable perspectives to colleagues managing functions outside your core expertise and understand how to be a constructive senior leader. .
CPA & tax Advisor Essential functions
- Create and maintain a robust financial forecast and budget (expected to master forecasting tools and methodology)
- Create and maintain a 13-week cash flow forecast
- Meet with the clients regularly to review in detail the monthly reporting package and the forecast
- Provide clients with strategic insight into the financial performance of the company
- Analyze financial statement trends and KPIs and make recommendations for client actions to address insights from such
- Develop strong working relationships with clients and other stakeholders
- Suggest and implement operational best practices within the finance and accounting department
- Employ good, sound judgment and become a trusted advisor within the company
- Develop and manage financial controls in accordance with the company's procedures
- Generate qualified leads for future engagements by networking with other professional trusted advisors
- Know how to have a good time!