Who We Are
Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm based in Atlanta, GA. We are a very technologically forward-thinking and growth-minded firm, which extends to our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we’re growing and are looking to bring on a highly skilled and motivated Tax CPA to join our remote team!
Our Tax CPA will work closely with firm leaders as well as staff and clients. As we continue to grow our business, a critical part of this is the continued development of an accurate and efficient back office.
Who You Are
Tax CPA Job Description
Our ideal candidate would be:
- An experienced CPA with 5+ years of US tax compliance and planning expertise, with both large and small businesses and a strong background in high-net-worth individual returns, including multi-state filings
- Able to assist the Tax Director with return reviews and client tax-planning sessions
- A QBO Proadvisor with experience and comfortability with integrating interfaces
- Comfortable in one-on-one interactions with CEOs/owners and can manage difficult client situations
- A quick learner and a self-starter
- Someone who thrives in a work-from-anywhere environment
- Excellent at time management and have phenomenal organizational skills
Requirements:
- CPA (non-negotiable)
- 5+ years of US tax compliance and planning expertise
- Bachelor’s degree in Accounting or Finance
- QuickBooks ProAdvisor with experience and comfortability with integrating interfaces
- 2 – 5 years of Quickbooks Online and Quickbooks Desktop experience
- Advanced Excel – DSUM, DCOUNT, Pivot Table, Pivot Chart, Formulas, Functions, and Macros
- Deep knowledge of accounting software (TurboTax, QuickBooks, Bill.com, Expensify, Webgility, Hubdoc, Xero, as well as NetSuite), recognizes opportunities to advance client processes and procedures
What the role entails:
To succeed in this role, you must be someone who enjoys doing all of the essential tasks:
- Assist with new client onboarding and through the process of product adoption
- Advise and assist with data migration
- Assist clients with accounting best practices
- Communicate effectively with owners/management regularly to establish performance expectations
- Assess internal control environment and implement process improvements
- Evaluate the effectiveness of accounting software and supporting database, as needed
- Prepare budgets by establishing schedules; collecting, analyzing, and consolidating financial data; and recommending plans. Achieve budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions
- Forecast short-term cash needs and assist in managing costs and cash flow
- Guide financial decisions by establishing, monitoring, and enforcing policies and procedures
- Provide status of financial condition by collecting, interpreting, and reporting financial data
- Protect assets by establishing, monitoring, and enforcing internal controls
- Protect operations by keeping financial information and plans confidential
- Prepare special reports by collecting, analyzing, and summarizing information and trends
- Comply with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advise management on needed actions
- Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies
Our company values are important to us and we treat each other like real people!
We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is to continue creating a financial foundation & culture of accountability wherein CPAs & clients thrive together!
We are honest about our strengths, weaknesses & intentions with each other and our clients.
We align the needs and wants of both the Fusion CPA team and clients.
We take immense pride in our work and constantly strive to meet and exceed our client’s expectations.
We hold ourselves independently accountable to the work we are entrusted with.
How to apply
Submit your resume to careers@fusiontaxes.com with the email subject [your first and last name – Name of Position Resume For Fusion CPA]