Senior Tax Preparer (CPA or EA)
RoShay Services · Wyomissing, PA · 2 days ago
AccountingFull-time
About the role
We are looking for an experienced CPA or EA tax professional to join a growing independent financial planning and wealth management practice.
Responsibilities
- Preparing and reviewing complex individual and business tax returns
- Delivering proactive tax planning integrated with financial and investment plans
- Maintaining an existing book of 150 clients while maintaining high service standards
- Developing long-term client relationships based on trust and fiduciary advice
- Participating in business development and referral management
Qualifications
- An active CPA or EA license
- Desirable CFP® certification
- Extensive tax experience
- Strong interpersonal and communication skills
Preferred Attributes
- An entrepreneurial mindset
- High ethical standards
- Able to cultivate multi-generational relationships
- Proficiency with modern financial planning, tax, and CRM software
Pay
Competitive compensation
Schedule
A flexible work environment
Benefits
Long-term growth opportunities within a highly personalized practice focused on deep client relationships and comprehensive advice