Financial Forecasting Accountant

About the role

We are a national certified public accounting and consulting firm dedicated to fostering a welcoming workplace where all employees feel valued and empowered to grow. Our mission is to provide a supportive, balanced work environment that encourages professional growth and work-life integration.

Responsibilities

• Complete assignments, including the preparation of financial forecasts for tax credit subsidized transactions as directed by the Manager.
• Evaluate and extract financial and non-financial data from information provided by clients, including letters of intent, audited financial statements, tax returns, partnership agreements, loan agreements and other documents.
• Consult with clients on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies, as well as debt and equity financing options.
• Participate in conference calls with clients and project finance team members to discuss issues involved with structuring investments that qualify for federal tax credits from federal opportunity zones, renewable energy, historic rehabilitation and/or new markets tax credits.
• Document and reference assumptions used in the financial forecasts.
• Prepare summarized financial data reports.
• Identify and communicate potential problem areas during engagements.
• Aid in accounting, audit and tax engagements with respect to year-end financial statement audits and tax returns as well as cost certifications and cost segregation studies.
• Assist with other duties and projects as assigned.

Requirements

• Bachelor’s degree, preferably in accounting, finance or economics, and 2+ years of appropriate experience.
• Ability to sit for the CPA exam or passed sections of the CPA exam is a plus.
• Exhibit interest in developing a better knowledge of community development finance and other tax credit subsidized investments.
• Excellent verbal and written communication skills.
• Strong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlines.
• Ability to accept constructive feedback and make adjustments as directed.
• Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools, and ability to learn new programs quickly.
• Maintain a professional demeanor with coworkers and clients.
• Ability to contribute ideas and add value to designated team.
• Knowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts is a plus.

Skills

• Ability to sit for the CPA exam or passed sections of the CPA exam is a plus.
• Knowledge of partnership accounting/taxation, real estate and lending terminology and other related concepts is a plus.

Benefits

• Strong growth opportunities.
• Competitive benefits package.
• 401(k) package with firm profit-sharing.
• Discretionary annual bonuses for eligible positions & CPA bonus plan.
• Emphasis on quality work-life integration.
• Dress for your day policy.
• Resources of a national firm.
• Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment.

Pay

$65,000 to $70,000 depending on experience. More is possible if experience dictates.

Schedule

Available to work evenings and weekends based on position needs and to travel domestically if required.