Certified Public Accountant (CPA) - FL

Vensure Employer Solutions-posted 4 months ago
FL
1,001-5,000 employees
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We are seeking a detail-oriented and strategic Certified Public Accountant (CPA) to join our team as a Veterinary Financial Strategist. In this role, you will collaborate closely with veterinary practices to enhance their financial health through effective tax planning, cash flow management, and business strategy development. You will guide clients from financial uncertainty to confidence by offering expert insights into tax optimization, financial KPIs, and overall business performance.

  • Provide exceptional client service by managing and nurturing relationships, ensuring client satisfaction and retention.
  • Project manage your book of business to consistently deliver on promises, coordinating tasks and ensuring timely completion.
  • Meet with clients face-to-face via Zoom, providing clear and professional guidance tailored to their specific financial needs.
  • Ensure that client communication is timely and efficient, with initial acknowledgments of client requests delivered via Liscio and/or Loom within 2 business days.
  • Provide actionable responses to client requests within 3 business days, maintaining a high level of responsiveness and reliability.
  • Attend team meetings on time and prepared, contributing to a collaborative and efficient team environment.
  • Use Slack for short communication and quick updates, adhering to prescribed Slack channels.
  • Utilize a comprehensive tech stack including Zoom, Loom, Financial Cents, Liscio, Slack, Google Workplace, and specialized software like Fathom, Intuit QuickBooks, and Intuit ProConnect.
  • Guide estimated tax payments during tax planning sessions to ensure clients are compliant and avoid penalties.
  • Prepare business tax returns, including partnership, S-Corp, C-Corp, and individual returns, ensuring accuracy and adherence to regulations.
  • Manage the information-gathering process for the preparation of tax returns to ensure timely filing.
  • Develop and implement tax strategies that minimize liabilities while ensuring compliance with state and federal regulations.
  • Conduct cash flow trend analysis and forecast future cash requirements.
  • Perform a comprehensive review of financial statements, including Budget vs. Actual analysis and Cost of Goods Sold review.
  • Facilitate and lead goal setting conversations with clients and utilize our proprietary framework to identify key focus areas and related action items for each quarter.
  • Facilitate and coordinate risk assessment conversations with our Wealth Manager team member to ensure appropriate insurance coverage and risk management strategies are in place.
  • Certified Public Accountant (CPA) license required.
  • Extensive experience in tax planning and financial strategy within the veterinary or healthcare industry.
  • Strong project management skills with the ability to oversee a diverse book of business.
  • Proficiency in using a range of technology tools, including Zoom, Loom, Financial Cents, Liscio, Slack, Google Workplace, Fathom, Intuit QuickBooks, and Intuit ProConnect.
  • Excellent communication and interpersonal skills, with a focus on responsiveness and client satisfaction.
  • Ability to take ownership of work, operate with minimal supervision, and show up as a proactive and collaborative team member.
  • Experience with veterinary practice management and financial metrics.
  • Familiarity with industry-specific financial KPIs and benchmarking.
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