Gray Locey CPA PLLC is looking for qualified professionals to join our team!
Below is a list of career opportunities currently available at our firm. E-Mail your resume to info@grayloceycpa.com

1. Tax Principal - We are looking for an experienced Tax Principal with a potential for a future partnership position for the right candidate. This person must have their CPA license with a minimum of 10 years of experience.

Responsibilities include:

• Review federal and multi-state tax returns for individuals, corporations, partnerships, trusts, and estates
• Mentor staff in all facets of work, including workflow, project management, professional development. technical expertise, and small business support.
• Conversing directly with clients and their advisors, serving as the primary point of contact
• Building relationships and interacting with clients to provide excellent planning, consulting and superior service
• Providing tax research and consulting services in response to tax return issues, client requests and identifying opportunities for tax savings and project work for the firm.

Functional/Technical Skills:

• Be a team player
• Good at meeting deadlines and solving problems
• Excellent knowledge of tax accounting, tax compliance and all types of tax returns
• Exceptional client service along with the ability to develop excellent client relationships
• Strong leadership and personnel management skills

• Balance of tax technical knowledge with practical application of tax rules
• Strong technical and analytical skills, including tax research skills

2. Tax Manager - We are looking for an experienced Tax Manager to lead and manage multiple operations of the tax practice area and to deliver quality tax services. This person must have a CPA license with 7-10 years of experience.

Responsibilities include:

• Deliver a full range of tax services in compliance with laws and regulations within timeframe
• Building relationships and interacting with clients to provide excellent planning, consulting and technical expertise and small business support.
• Keep businesses and individuals compliant with various local, state and federal tax regulations
• Providing innovative tax planning while reviewing business and individual income tax returns
• Mentor, supervise and delegate duties to staff

Functional/Technical Skills:

• Be a team player – willing to roll their sleeves up and prepare tax returns when necessary
• Good at meeting deadlines and solving problems
• Excellent knowledge of tax accounting, tax compliance and all types of tax returns
• Financial statement experience is a plus but the tax aspect is most important for this role
• Exceptional client service along with the ability to develop excellent client relationships
• Strong leadership and personnel management skills

3. Senior Accountant - We are looking for an accountant with at least 5 years of experience.

Responsibilities include:

• Perform the completion of financial statement reviews and compilations
• Support multiple client engagements of varying size and complexity
• Helps to complete financial engagements on time and communicates progress and results to supervisors, help to train staff.
• Proactively interact and communicate with clients to gather information to ensure timely engagement wrap-up and superior client service.

Functional/Technical Skills:

• CPA preferred or actively studying for the CPA exam
• Experience with private sector entities, closely held business and industry specific knowledge of construction is a plus.
• Tax preparation experience is a plus but the financial statement aspect is most important for this role provided this candidate is willing to learn the tax aspect of the business.
• Be a team player
• Good at meeting deadlines and solving problems

4. Bookkeeper / Tax Preparer – We are looking for an experienced bookkeeper with some experience in tax preparation.

Responsibilities include:

• Working with multiple clients across many industries

• Reconciliation of bank and credit card statements
• Analyzing balance sheet and profit and loss accounts for any needed adjustments
• Interaction with clients to collect information as well as follow up with questions.
• Assisting clients with any clean up and catch up accounting/bookkeeping work

Functional/Technical Skills:

• Experience with Quickbooks Desktop as well as Quickbooks Online
• Exceptional client service along with the ability to develop excellent client relationships
• Strong verbal and written communication skills
• Detail oriented with strong organization skills
• Tax preparation experience is a plus but the bookkeeping is most important for this role
• Ability to work with many clients simultaneously

Administrative Assistant – We are looking for an experienced administrative assistant.

Responsibilities include:

• Answering multi-line phone system and greet clients
• Help clients with questions and schedule appointments
• Maintain electronic and paper filing systems

Functional/Technical Skills:

• Experience with Microsoft Office
• Exceptional client service with strong verbal and written communication skills
• Detail oriented with strong organization skills
• Ability to work with many clients simultaneously in a fast-paced environment
• Proactively approaches professional responsibilities

• Completes work in a timely manner