Certified Public Accountant
About The Position
Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Certified Public Accountant who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work. The Certified Public Accountant provides proactive tax planning, strategic consulting, and tax preparation services to our clients. The role is designed to balance year-round tax strategy and client consulting with seasonal tax preparation and compliance. Working closely with Financial Advisors, the CPA helps clients make tax-efficient decisions that support their broader financial goals. The ideal candidate is a relationship-focused tax professional who enjoys solving complex tax issues and delivering value beyond tax season.
Requirements
- Active CPA license in good standing.
- Bachelor's degree in Accounting; Master's degree preferred.
- 5+ years of public accounting or tax advisory experience.
- Experience preparing complex individual and business tax returns.
- Strong knowledge of federal and state tax laws and regulations.
- Experience with tax preparation and research software.
- Strong analytical, problem-solving, and organizational skills.
- Excellent written and verbal communication skills with the ability to explain technical tax concepts to clients.
Nice To Haves
- Master's degree
Responsibilities
- Meet with clients throughout the year to identify tax planning opportunities and strategies to minimize current and future tax liabilities.
- Partner with Financial Advisors to integrate tax strategies into comprehensive financial plans.
- Prepare tax projections, estimated payments, and scenario analyses.
- Research federal and state tax laws and provide guidance on complex tax matters.
- Identify planning opportunities involving retirement distributions, Roth conversions, charitable giving, capital gains, business entities, estate planning, and other tax-efficient strategies.
- Assist with IRS and state notices, examinations, and tax-related issues.
- Clearly communicate tax recommendations, risks, and planning opportunities to clients.
- Prepare and review federal, state, and local tax returns for individuals, trusts, partnerships, corporations, and other business entities.
- Gather and analyze client financial information to ensure accurate and timely filings.
- Utilize tax preparation and research software to prepare returns, supporting schedules, and documentation.
- Identify potential tax issues and ensure significant tax positions are appropriately researched and documented.
- Respond to client questions regarding filings, estimated payments, and compliance requirements.
- Stay current on changes in tax laws and regulations.
- Build trusted client relationships through responsive, high-quality service.
- Participate in client meetings and explain complex tax concepts in a clear, understandable manner.
- Maintain confidentiality and professionalism when handling sensitive client information.
- Identify opportunities to improve tax workflows, technology, automation, and overall client service.
- Contribute ideas that strengthen the firm's tax practice and create additional value for clients.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
