CPA

Located in Roanoke, VA

Job Title: Certified Public Accountant (CPA) – Financial Planning Firm

Job Summary

We are seeking a detail-oriented and client-focused Certified Public Accountant (CPA) to support our financial planning team. The CPA will play a key role in tax planning, financial analysis, compliance, and strategic advisory services for individuals and families. This position works closely with financial advisors to deliver integrated, long-term financial solutions.

Key Responsibilities

• Prepare, review, and analyze individual, trust, and small business tax returns
• Develop and implement tax-efficient strategies aligned with clients’ financial plans
• Provide proactive tax planning related to investments, retirement, estate planning, and cash flow
• Analyze financial statements and client financial data to support planning recommendations
• Ensure compliance with federal, state, and local tax regulations
• Stay current on changes in tax laws and accounting standards and communicate implications to clients and advisors
• Collaborate with financial planners, investment advisors, and other professionals
• Assist clients with IRS and state tax notices, audits, or inquiries when necessary
• Maintain accurate documentation and uphold confidentiality and ethical standards

Qualifications

• Active CPA license (required)
• Bachelor’s degree in Accounting or Finance (Master’s preferred)
• Experience in public accounting, tax planning, or financial services (preferred)
• Strong understanding of individual taxation, investments, and retirement planning
• Proficiency with accounting and tax software
• Excellent analytical, organizational, and communication skills
• Ability to explain complex financial concepts in a clear, client-friendly manner

Preferred Skills

• Experience working with high-net-worth individuals
• Knowledge of estate and retirement planning strategies
• Familiarity with financial planning tools and investment concepts
• Strong attention to detail and time management skills