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ACCOUNTING AND ADVISORY CANDIDATE

FTE Accounting and Advisory | Candidate ID #23535017

• Certifications: QBO ProAdvisor, Xero Advisor, CPA
• Education: BS Accounting, MA Accounting in process
• Experience (years):  5+ years of overall accounting and finance experience
• Work experience (detail): Currently senior accountant with a CPA firm
  • Implements cloud accounting applications
  • Tax preparation experience with business and individual returns
  • Performs SMB bookkeeping, payroll and financial statement preparation
• Client niches: Real Estate, Services
• Tech Stack: QB/QBO, Xero, LiveFlow and RightTool, Karbon, UltraTax
• Remote Work Experience: Y
• Salary: $65k+
• Time Zone: Central
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TAX CANDIDATES

FTE Tax Accounting  | Candidate ID #23531533

• Certifications: EA in process
• Education: BA Accounting
• Experience (years): 10+ years accounting experience
• Work experience (detail): All in public accounting
  • 2+ years as Tax Manager
  • Led 75+ client engagements
  • Prepares and reviews tax returns
• Client niches: HNWIs, Entertainment, SMBs, Financial Services, S & C Corps
• Tech Stack: QB/QBO, ProSystem fx, ProSeries, ProConnect, UltraTax, Lacerte
• Remote Work Experience: Y
• Salary: $110k+ depending on level
• Time Zone: Eastern
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FTE Tax Accounting | Candidate ID #23283819

• Education: BA Accounting
• Experience (years): 8+ years accounting experience
• Work experience (detail): 5+ years with a national CPA firm
  • Prepares complex returns for HNWI
  • Audit experience with HOAs
  • Extensive experience with Trusts and Gift Tax
• Client niches: Trusts, Real Estate, Medical Practices, Professional Services, Manufacturing, Grocery, HOAs
• Tech Stack: CaseWare, GEMS, Axcess, ProSystems fx, SurePrep, Drake, 1099 ETC
• Remote Work Experience: Y
• Salary: $80k with benefits
• Time Zone: Eastern
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FTE Tax Accounting | Candidate ID #19019328

• Certifications: EA in process
• Education: BA Accounting
• Experience (years): 10+ years of overall experience
• Work experience (detail): Currently a tax senior with a CPA firm
  • Prepares business and individual tax returns
  • Some tax review experience
  • Prepares quarterly federal and states estimates
  • Some tax planning and client advisory experience
• Client niches: HNWIs, Real Estate, Hospitality, Retail, Medical Practices, Manufacturing
• Tech Stack: QB/QBO, Axcess, ProSystems fx, UltraTax, Advance Flow, Engagement, OneSource
• Remote Work Experience: Y
• Salary: $95 – $103k
• Time Zone: Eastern
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TAX AND ACCOUNTING CANDIDATES

FTE Tax and Accounting | Candidate ID #23459039

• Education: BA Accounting
• Experience (years): 9+ years of accounting experience
• Work experience(detail): 7 years in public accounting
  • Tax prep and review
  • Full charge bookkeeping, payroll and general accounting
  • Prepares client financials for tax return preparation
• Client niches: Construction, Healthcare and Real Estate
• Tech Stack: QB/QBO, Xero, UltraTax, Drake
• Remote Work Experience: Y
• Salary: $76k, flexible depending on benefits
• Time Zone: Central
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FTE Tax and Accounting | Candidate ID #23571431

• Certifications: CPA in process
• Education: BBA Accounting, MA Accounting
• Experience (years): 5+ years accounting and tax experience
• Work experience(detail): All in public accounting
  • Performs full cycle accounting and tax preparation
  • Financial compilations and reporting with clients
  • Tax projections and estimated calculations
• Client niches: Healthcare, Nonprofits, Construction, Real Estate, Services
• Tech Stack: QB/QBO, NetSuite, Quicken, Blackbaud, MAS 200, Lacerte
• Remote Work Experience: Y
• Salary:  $80k
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #18384643

• Certifications: EA in process
• Education: BS Accounting
• Experience (years): 5 years accounting and tax experience
• Work experience(detail): All in public accounting
  • Tax preparer with some review experience
  • Supervised and trained a team of 5+ associates
  • New client onboarding
• Client niches: Healthcare, Construction, Logistics, Legal Practices, Real Estate, Nonprofits
• Tech Stack: QB/QBO, Xero, UltraTax, Karbon, ProConnect, Thomson Reuters Professional Suite
• Remote Work Experience: Y
• Salary: $75 – $77k w/benefits, $90k wo/benefits
• Time Zone: Central
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FTE Tax and Accounting  | Candidate ID #19941806

• Certifications: CPA
• Education: BSBA, Accounting
• Experience (years): 10+ years accounting experience
• Work experience (detail): 8+ in public accounting
  • 5+ in full cycle accounting and tax
  • 2+ as tax manager, leading a team of 4 associates
  • Federal, state and local tax filing and reporting
• Client niches: SMBs, HNWIs, Partnerships, S-Corps, Services
• Tech Stack: QB/QBO, Axcess, Lacerte, ProSeries, ProConnect
• Remote Work Experience: Y
• Salary: $100k+, depending on role
• Time Zone: Pacific
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FTE Tax and Accounting Candidate ID #23587705

• Certifications: CPA in process
• Education: BBA Accounting
• Experience (years):  5 years accounting and tax experience
• Work experience (detail): All in public accounting
  • Tax preparation and review
  • Provides tax planning, research, estimates and projections
  • Leads client tax engagements from start to completion
  • Performs accounting and bookkeeping services for clients
• Client niches: Real Estate, Construction, Hospitality, Manufacturing
• Tech Stack: QB/QBO, Lacerte Tax and Planner
• Remote Work Experience: Y
• Salary: $95 – $110k
• Time Zone: Pacific
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FTE Tax and Accounting | Candidate ID #23556701

• Certifications: CPA
• Education: BS Accounting, MBA Taxation
• Experience (years):  28 years of accounting and tax experience
• Work experience (detail): 11+ operating own accounting firm
  • 11 years tax preparation and review
  • Handled more complex returns
  • Prepares financials, international accounting, treasury functions, audit projects
  • Accounting software set up and troubleshooting
• Client niches: Manufacturing, Construction, Hospitality, Healthcare, Nonprofits, Real Estate, Tech
• Tech Stack: QB/QBO, Lacerte Tax and Planner
• Remote Work Experience: Y
• Salary: $75k /benefits, $90k wo/benefits
• Time Zone: Central
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FTE Tax and Accounting | Candidate ID #22824954

• Certifications: EA in process
• Education: AA Accounting
• Experience (years): 20+ years of overall experience
• Work experience (detail): senior accountant with a CPA firm
  • Payroll and payroll tax experience
  • New client onboarding, software implementations
  • Business and individual tax return preparation and review experience
• Client niches: Construction, Medical Practices, Hospitality, Real Estate, Services
• Tech Stack: QB/QBO, Accounting CS, UltraTax, ProSeries, Drake Tax
• Remote Work Experience: Y
• Salary: $75 – $80k
• Time Zone: Eastern
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FTE Accounting and Tax | Candidate ID #23594499

• Education: BS and MS Accounting
• Experience (years): 4 years of experience, all in public accounting
• Work experience (detail): Currently a senior tax associate
  • Provides full cycle accounting services for 20 clients
  • Prepares business and individual tax returns
  • Experience training junior staff
• Client niches: SMBs, Real Estate, Manufacturing, Services, Medical Practices
• Tech Stack: QB/QBO, Axcess Tax, Caseware, ProSystem fx Engagement and Fixed Assets
• Remote Work Experience: Y
• Salary: $80 – $90k
• Time Zone: Mountain
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FTE Tax and Accounting | Candidate ID #23571137

• Certifications: CPA in process
• Education: BS Accounting, MBA
• Experience (years): 4 years public accounting experience
• Work experience (detail): Currently a senior accountant with a CPA firm
  • Prepares individual tax returns for business clients
  • Experience reviewing business returns
  • Performs monthly bookkeeping and maintained client relationships
• Client niches: Manufacturing, Real Estate, Medical Practices
• Tech Stack: QB/QBO, CCH, UltraTax
• Remote Work Experience: Y
• Salary: $85k, flexible
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #23530375

• Certifications: EA in process
• Education: BBA, Accounting
• Experience (years): 3+ years tax and accounting
• Work experience (detail): All in public accounting
  • Prepares federal, state, and local tax returns
  • 100 individuals and 50+ SMBs in 2024 tax season
  • Filed indirect tax returns in 10+ states
• Client niches: HNWIs, Real Estate, Trusts, Partnerships, S-Corps
• Tech Stack: QB/QBO, CCH Axcess, Engagement, Caseware
• Remote Work Experience: Y
• Salary: $75k+
• Time Zone: Eastern
• Sign up for FREE to learn more about this candidate

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About the Author: Liz Branch is the COO of Accountingfly. Don’t hesitate to reach out to liz@accountingfly.com.