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
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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
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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
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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
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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