Certified Public Accountant (CPA) Sales - Kewaskum, WI at Geebo

Certified Public Accountant (CPA)

5.
0 Kewaskum, WI Kewaskum, WI Full-time Full-time $30 - $45 an hour $30 - $45 an hour Are you ready to transform the lives of 1,500 families and be a part of something extraordinary? At The Silbernagel Group (SG), we believe in making a real difference in the lives of our clients.
We understand that people worry about money their whole lives, and we're here to change that.
Imagine being part of a team that helps 1,500 families gain financial peace of mind, ensuring they never run out of money and eliminating their financial worries.
That's our Big, Hairy, Audacious Goal (BHAG), and we're seeking an Administrative Assistant to join our team and play a crucial role in achieving this ambitious objective.
Why SG? We're not just an insurance or financial services firm; we're a family united by a shared passion for helping clients navigate their financial futures.
We treat our team members like family too, valuing your unique skills and contributions.
Our culture is built on a strong sense of belonging, where everyone is empowered to thrive, grow, and make a real impact.
Tasks you would oversee and/or be responsible for:
Tax and financial services for businesses, individuals, trusts, and estate Sales & Client Advice:
Review meetings of current client base.
Identify needs, goals, and any risks that stop the clients from reaching those goals.
Tax Planning Tax return preparation Compilation, review, and audits of privately held businesses Consultation services Primary
Responsibilities:
The following responsibilities include, but are not limited to:
Preparation and/or review of tax returns (Forms:
1040, 1041, 1065, 1120, 1120S) across the United States.
Compilation and review services of financial statements for privately held businesses.
Quarterly consultations for our business clients.
Preparation of tax projections.
Develop ongoing relationships with clients.
Support the training and development of staff members.
Review and respond to tax notices.
Requirements:
CPA certification Work 25 -40 hours per week Have PTIN to be used for signing off on tax returns Experience with individual, business, and trust returns Willingness and eager to learn, keep current on tax law and strategies Your dedication and contributions matter, and you should take pride in being an essential part of our team dedicated to making a real difference in our clients' lives.
Join us in our mission to bring financial peace to 1500 families.
Apply now.
We can't wait to meet you! Job Type:
Full-time Pay:
$30.
00 - $45.
00 per hour
Benefits:
401(k) matching Flexible schedule Paid time off Professional development assistance Retirement plan Schedule:
Monday to Friday Work Location:
Hybrid remote in Kewaskum, WI 53040.
Estimated Salary: $20 to $28 per hour based on qualifications.

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