Business Advisor (CPA/EA)
W3Global
Minneapolis, MN
Finance / Banking / Insurance, Accounting / Auditing
As a Business Advisor, you will play a crucial role in providing strategic leadership and oversight, as well as exceptional financial and tax services to our clients.
We are seeking a highly skilled professional with a minimum of 5 years of experience in both individual and corporate tax return preparation, as well as bookkeeping experience. A hybrid work schedule is an option for the right candidate!
Responsibilities
- Tax Compliance: Prepare and review individual and corporate tax returns, ensuring accuracy and compliance with current tax laws and regulations.
- Client Advisory: Provide expert advice to clients on tax planning and financial strategies to optimize their financial positions.
- Financial Analysis: Analyze financial statements, assess financial performance, and identify opportunities for improvement.
- Bookkeeping: Maintain accurate and up-to-date financial records for clients, including general ledger entries, accounts payable and receivable, and bank reconciliations.
- Client Engagement: Build and maintain strong client relationships by providing excellent service and addressing their financial concerns and needs.
- Research and Development: Stay updated on tax laws, regulations, and industry trends to ensure the highest level of service to clients.
- CPA/EA eligible preferred
- Minimum of 5 years of experience in public accounting, with a focus on individual and corporate tax return preparation.
- Strong knowledge of tax laws and regulations.
- Experience in bookkeeping and financial statement analysis.
- Excellent communication and interpersonal skills.
- Detail-oriented and able to meet strict deadlines.
- Proficiency in accounting software and Microsoft Office Suite.
For ambitious individuals, we also offer the possibility to obtain an Investment Advisory License. This additional qualification will allow you to expand your service offerings and provide investment advisory services to clients, based on financial planning, further enhancing your career prospects within the firm
Bonuses and Incentives: Up to 15% tax season bonus, 5% bonus on new revenue generation (at our min fee) and quarterly production bonus.
About the company
Company website•Staffing and Recruiting
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations. With over 15 years of experience, we have a proven track record of delivering innovative and effective solutions across a wide range of industries.
Our Mission
At W3Global, we are committed to helping businesses of all sizes achieve their full potential. We believe that by combining our deep industry expertise with our innovative approach, we can deliver exceptional results that exceed our clients' expectations.
Our Services
We offer a comprehensive suite of consulting services designed to address the specific needs of our clients. Our services include:
Strategy Consulting: We help businesses develop and implement winning strategies to achieve their long-term goals.
Business Process Improvement: We identify and optimize business processes to enhance efficiency, reduce costs, and improve customer satisfaction.
Technology Consulting: We provide expert guidance on technology selection, implementation, and integration to support business objectives.
Talent Acquisition: We help businesses find and hire the right talent to support their growth and success.
Human Capital Management: We provide comprehensive HR solutions to help businesses manage their workforce effectively.