Job description
Sykes and Company, P.A. is the premier CPA firm in the nation serving the independent retail pharmacy industry. Our sole focus is the pharmacy niche, and we continue to grow and lead the industry with our pharmacy accounting services, tax, and advisory knowledge. We are recognized by many in the pharmacy as the “gold standard” and we invite you to learn more about what makes us a special place to succeed.
The CPA Advisor role at Sykes and Company, P.A. is a leadership role. CPA Advisor should be expected to lead the Staff Accountants, Senior Accountants, and Managers in terms of workloads, processes, Client deliverables and success metrics. Senior Managers also lead the Client relationship and advisory guidance. Clients will routinely be using you as the CPA Advisor for guidance and questions that are important to them. Your ability to build the client relationship and lead them in terms of tax and or industry guidance and advisory is very important. You will be responsible for the final overview of prepared financial statements. You will also be responsible for tax planning, preparation, and/or overview of various tax returns.
Duties/Responsibilities:
- Preparing and overviewing prepared or compiled financial statements
- Preparing and overviewing various tax returns
- Preparing and overviewing tax planning
- Providing proactive Client Advisory services
- Taking ownership of Client and Team relationships
- Collaborating with Team and ensuring efficient and effective delivery of accounting processes and procedures using latest methods and technologies
- Possessing ability to provide proactive, responsive, and consistent communication
- Ensuring Quality Control
- Willingness to assist in specialty areas in tax and/or buy-sell transactions
- Ability to manage workload and work with a variety of clients
- Willingness to be a mentor to other team members
Required Skills/Abilities:
- Respectful
- Teamwork and collaboration
- Positive attitude
- Dependable and trustworthy
- Open‐minded and coachable
- Self‐motivated
- Responsive communication
- Strong accounting, analytical, and research skills
- Knowledge of the tax code, compliance, and procedures
Education and Experience:
- 3+ years of experience in public accounting
- CPA License
- Experience with individual, corporate, and partnership tax and tax planning
- Ability to complete general ledger functions and month-end/year-end close process utilizing QuickBooks
- 1 year of leadership experience preferred
- Lacerte tax software experience strongly preferred
Benefits:
Work from home
Flexible hours
Time-off
Casual work environment
Access to the company Virtual Fitness Trainer
Travel and Tradeshow opportunities
Ability to specialize in one industry
Hand selected clients
No audits or reviews
401(k)
401(k) matching
Dental Insurance
Vision Insurance
Health Insurance
Disability Insurance