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Certified Public Accountant

Company: Drake & Associates, LLC
Location: Waukesha
Posted on: June 25, 2022

Job Description:

Certified Public Accountant (CPA)
Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Waukesha, WI is seeking to add an CPA to our Team!
This CPA will have the opportunity to meet one-on-one with our clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, who has built a beautiful office and team!

Minimum Requirements:--- College degree preferred--- 5+ years of accounting experience in a busy office--- Strong organizational, prioritization, interpersonal & management skills--- Strong mathematical and analytical skills--- Excellent communications skills; both verbal and written--- Proficient with MS Office Suite (Outlook, Excel, Word)--- Knowledge in QuickBooks or Accounting Software

CPA Traits:This position requires that you possess the following skills:--- Ability to prioritize and manage time--- Provide outstanding customer service--- Good-natured, positive attitude--- Self-directed initiative--- A desire for continuous learning--- Ability to adhere to complex regulatory and compliance requirements from CFO
Job Requirements:

  • Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
  • Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
  • Maintains customer confidence and protects operations by keeping financial information confidential
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
  • Client Tax Returns
  • Contributes to team effort by accomplishing related results as needed
    Money for NothingThree weeks paid time-off each yearAdditional Days OffWhen we meet our goals, we prefer to give employees extra days offFlexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!RetirementWe offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $19,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $26,000 each year and get a 6% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $6,000 per year if under 50 and $7,000 if 50+. We know a lot about money, it's what we do!Let's Stay HealthyBlue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!Hungry?Free Lunches provided for weekly team buildingFree coffee (Nespresso), tea, sodas, water and hot cocoa - all on-siteYou Look Like You to Work out!Free onsite gymWant To Lend a Hand?We support local charities financially and with paid time-off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.How Do I Get There?Waukesha location is just off the Guerke's corner exit on I-94Mequon location is right off I-43 on Mequon and Port Washington RdWow, You're Smart!We'll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner - designation!Want to get your CPA license? Let's do it!Let's have fun!Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!Paid-for Annual TripsCompany hits our goals, lets all travel together!
    Presented by Advisor Employee Services Thank you for your interest in the CPA role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Drake & Associates, LLC, Waukesha , Certified Public Accountant, Accounting, Auditing , Waukesha, Wisconsin

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