Redpoint Financial Group

Position: Senior Consultant | Tax Services

Location: Sunnyside / N. Highlands Area

This will be an extremely competitive and rewarding opportunity for the perfect applicant, especially one looking for a vertical career opportunity, but please take the time to read through the job requirements and expectations listed below carefully before submitting your cover letter and resume.  In an effort to reserve this opportunity for only motivated and qualified candidates, we have very strict job requirements and high expectations for the professionals that represent our Company.  Candidates should be prepared for an extensive interview process (technical and behavioral), and candidates will undergo a thorough pre-employment background check.  We are currently a team of 11 high-performing professionals and appreciate this hiring process since it supports the growth of a goal-oriented team that we can all rely on (and achieve success from). If you think you are a perfect fit for us, please take five minutes to apply to this amazing opportunity.

YOU = A motivated accounting professional possessing a very strong work ethic, who genuinely appreciates their role and responsibility as an experienced tax practitioner, and is someone who wants a lucrative opportunity with a smaller firm that is quickly growing.

·        Ideal candidates should be described by employers, coworkers, and friends/family as: Independent (in thinking and execution), technical, confident, hard-working, detail oriented, a go-getter, honest, motivated, positive attitude, proactive, career-centered, professional, organized, personable/amicable, responsible, reliable/dependable, and ambitious.

US = High growth full-service accounting and tax firm with an awesome company culture looking for a professional that can help support and grow the practice.

·        Our employees and clients describe us as professional, having a fun/energetic culture, responsive, cutting-edge (i.e. cloud-based applications and processes), appreciative, hard-working, respectful, thoughtful, and honest.

WHY ARE WE HIRING?

We are currently a team of 11 (+/- a few contractors) and are looking to bring on two full-time professionals immediately -- one in our accounting services department (consulting) and one in our tax services department (this opportunity). We are very fortunate in that we are currently facing a healthy new client pipeline due to word-of-mouth referrals from our existing clients and referral partners.  We are looking to control this growth by strategically hiring the right professionals to join our team. Our short-term goal is to double in size within the next two to three years. Our long-term plan (for now) is to maintain the feel of a smaller boutique-style CPA firm by employing the right team of high caliber professionals to serve our client base, which we’ll eventually limit with strict client acceptance standards. We, therefore, are looking to bring on professionals that enjoy leading by example, learning new tasks, and teaching others in return. In short, building a strong company culture that focuses on client and employee satisfaction has become our number one priority.

This past tax season the Owner of the Company, along with two high-performing Tax Seniors, successfully managed the entire tax side of the practice. The Owner is now looking for a very experienced tax senior who is wanting to work alongside current staff and take ownership and responsibility of the tax practice (under Senior Management’s guidance) in an effort to help manage the current book and grow it in years to come as part of Management, if successfully promoted.

The practice will require the senior tax accountant to jump on board and learn the firm's processes, procedures, and client book of business very quickly. The senior tax accountant will then have extensive involvement and responsibility in the preparation of taxes for our existing book of business for their first tax year, with full-time staff and limited contractor assistance, if/when needed.  The senior tax accountant should be prepared for a tough, but very rewarding, tax season. Their hands-on involvement will be necessary to better learn the clients, the scope and scale of the work to be completed, and to be prepared to grow the tax business the following year (as the Manager of the Tax Services Department, if successfully promoted).

As an experienced tax senior within the tax department, the candidate will also be responsible for leading, mentoring, and managing other staff and senior-level tax associates. The perfect candidate should feel comfortable working alongside our Senior-level staff and collectively share responsibility and efforts as part of the tax team, especially considering that the firm’s Senior talent has been a loyal resource within the Company and understands current technical and managerial processes and procedures.

RESPONSIBILITIES:

·        This role reports directly to the Firm’s Owner and Senior Management

·        Overseeing tax department deadlines while utilizing project management software

·        Supervising, managing, and training new hires and current stuff within the tax department

·        Maintaining & overseeing a file management system, electronically and manually (if/when necessary)

·        Providing timely performance reviews of staff within the tax department

·        Responsible for providing effective and timely communication with clients and internal management

·        Providing quality, technical tax-advisory services and/or in-depth technical guidance (written and verbal communication) for clients, and researching any issues to provide such guidance when warranted

·        Preparing and reviewing income tax returns, as well as (very simple) sales and personal property tax filings

·        Responding timely to federal and state tax notices on behalf of clients

·        Reporting key department metrics and milestones to management

·        Identifying the real-time need for new talent to support the firm’s operations and assistance with the processes in securing and onboarding such talent 

·        Prospecting, identifying, onboarding, and servicing new clients for the firm through business development initiatives

·        Adhering to rights and responsibilities of accountants and practitioners as outlined by IRS IRC Circular 230

·        Adhering to internal (Company) and regulatory (Federal and Statutory) record retention requirements, client acceptance standards, and professional/ethical code of conduct standards

·        Adhering to internal Company policies and procedures and enforcing such policies amongst staff

MUSTS:

·        Bachelor’s Degree in Accounting and/or Finance

·        Possessing or working toward an Enrolled Agent (EA) or Certified Public Accountant (CPA) designation

·        Minimum of 4 years of work experience after obtaining degree, including 1 + years of holding a previous senior position (and having management experience over projects and personnel)

·        Tax prep experience for individuals and a wide range of business structures including sole proprietorships (taxed as DRE's), Partnerships, S Corporations, C Corporations, and very simple non-profits/foundation/trust-related tax work

·        Solid understanding of general ledger and accrual/cash basis accounting, as well as the accounts commonly found on the balance sheet

·        Experience with various tax filings for small businesses (i.e. personal property, sales tax, payroll, etc.)

·        Must be very familiar in Excel and professional tax software programs

·        Ability and confidence to face clients, especially in-person and through daily phone interaction

·        Is great with creating and maintaining client relationships

·        Ability to work in fast-paced environment and adaptable to change

·        Detail oriented and strong organizational skills for handling multiple projects simultaneously

·        Ability to take the lead on tasks, work independently, efficiently, and accurately with minimal supervision

·        Demonstrate confidentiality and discretion when handling sensitive matters and information

·        Comfortable communicating with people at all levels of the organization, and with a variety of personalities

·        Experience with administrative and operational policies, such as PTO and time tracking, and is comfortable presenting and enforcing such policies

·        Proficient in Microsoft Office, especially Microsoft Outlook, Excel, and Word

·        Limited working knowledge with QuickBooks, or similar accounting software for navigating and pulling reports to use in the preparation of income tax returns

·        Has received solid performance reviews and feedback from previous employers

·        Possesses excellent written and oral communication skills 

·        Can process and transpose information very quickly and accurately (i.e. possesses an above average typing speed on keyboard & 10 key)

·        Can quickly research unknown technical issues using various firm tools and resources

·        Positive attitude, dependable, and reliable

PLUSES (NOT REQUIRED):

·        Postsecondary education (i.e. MBA, Masters in Accountancy) is always a plus, but is certainly not a requirement

·        Has working knowledge of how to perform other (small business) accounting-related, such as payroll processing, financial statement preparation & analysis, budgeting & forecasting, etc.

·        Familiarity with Drake Professional Tax Software

·        Possesses an interest in business development and growing a book of business

·        Short tenure with "Big Four" or a larger/mid-size accounting/finance firm, and heavier experience with a boutique firm providing similar services to small businesses

COMPENSATION:

·        The compensation, benefits, and perks meet those of the largest CPA firms and will be tailored to be extremely competitive based on the Candidate’s experience, credentials, and skillset

·        This position is a full-time salaried position with benefits

If this post hits home and you have the required skills, give yourself a shot. It'll be the first step on your path to be a part of an awesome team setting a new standard for CPA firms in the Greater Denver area.

If interested, please submit a cover letter and resume to careers@redpointfinance.com

We look forward to hearing from you!

Best,

Redpoint Financial Group