Tax CPA

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. 

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

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

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

Submit your resume with the email subject [your first and last name – Name of Position Resume For Fusion CPA]