Certified Public Accountant (CPA)
Job description
Job Summary:
Dexian is seeking a Certified Public Accountant (CPA) for an opportunity with a client located in Mason City, IA.
Responsibilities:
- Provide strategic tax planning and advisory services for business clients, including entity structuring, succession planning, and transactional tax implications
- Assist clients with estate and tax planning strategies, including income tax and estate tax considerations
- Prepare and/or review corporate tax returns, including Forms 1120, 1120S, and 1065
- Prepare and/or review individual income tax returns (1040), estate and trust income tax returns (1041), estate tax returns (706), and gift tax returns (709)
- Advise business clients on tax-efficient strategies for business acquisitions, sales, and restructuring
- Work directly with clients to address tax-related questions and provide tailored financial solutions
- Manage and nurture long-term client relationships, delivering high-quality service and building trust
- Review and submit 1099’s
Internal Firm Financial and Operational Management:
- Oversee and manage the firm’s financial operations, including trust accounting, internal financial reporting, and tax compliance
- Prepare and analyze monthly, quarterly, and annual financial statements and budgets
- Supervise and collaborate with the firm’s bookkeeper and administrative staff on financial matters
- Ensure compliance with all regulatory and trust accounting requirements
- Lead firm-wide financial planning, including cash flow management, budgeting, and profitability analysis
- Oversee tax preparation and reporting for the firm and its attorneys and affiliates
- Identify opportunities for process improvements and automation within the firm’s accounting systems
- Develop and update standard operating procedures for firm accounting and financial management
- Train staff in various financial processes, including compliance, reporting, and technology systems
- Manage and oversee the firm’s 401(k) retirement plan administration
- Consult with and retain vendors for hardware, software, and accounting system solutions to enhance financial operations
Requirements:
- 5+ years in tax advisory, financial planning, and accounting within a professional services environment
- Proven ability to manage financial operations and oversee staff effectively
- Demonstrated skill in developing and implementing tax and financial plans for both clients and the firm
- Strong command of tax software and financial systems
- Extensive experience in corporate, individual, estate and trust tax preparation, reporting, and budgeting
- Exceptional verbal and written communication skills for effective client and internal interactions
- CPA license required; a Master’s degree in Accounting, Finance, or Business is preferred
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian’s platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian’s brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.