BNA CPAs & Advisors ยท 1 month ago
CPA
BNA CPA & Advisors is a rapidly growing, relationship-driven CPA and advisory firm seeking a Certified Public Accountant (CPA) to join their expanding team. The role involves preparing and reviewing tax returns, ensuring compliance with tax regulations, and providing strategic tax planning recommendations while maintaining strong client relationships.
AccountingConsultingFinanceFinancial Services
Responsibilities
Prepare and review individual, corporate and partnership tax returns
Ensure compliance with federal, state, and local tax regulations
Conduct tax research and provide strategic tax planning recommendations
Make year-end adjusting entries and apply accounting knowledge to help ensure clientโs financial records are accurate, complete, and properly organized
Review financial statements and provide insights to clients
Assist with year-end planning, quarterly estimates, and multi-state tax situations
Support implementation of tax strategies, advisory recommendations, and internal process improvements
Maintain strong client relationships through consistent communication and support
Collaborate with CAAS, wealth advisory, and admin teams to ensure a seamless client experience
Provide training, coaching, and support to coworkers to help strengthen their skills and contribute to consistent, high-quality work across the team
Utilize firm software systems such as Xero, CCH Axcess, Karbon, and others (training provided)
Qualification
Required
Active CPA license required
Bachelor's degree in Accounting, Finance, or related field
2+ years of public accounting or tax experience
Strong understanding of federal and state tax laws
Excellent attention to detail and organizational skills
Strong communication skills and ability to work directly with clients
Comfortable working in a tech-forward environment
Ability to manage multiple projects and deadlines
Benefits
Health Insurance
401(k) with employer contribution
PTO + paid holidays
Professional development, CPA/CFP support, and ongoing training
A supportive culture with a tight-working team environment
Modern systems and streamlined workflows
Opportunity for growth
Flexible schedule that supports work-life balance
Comfortable and casual environment
No time-tracking
Company
BNA CPAs & Advisors
๐ช๐ฒ๐น๐ฐ๐ผ๐บ๐ฒ ๐๐ผ ๐๐ก๐ โ ๐ฌ๐ผ๐๐ฟ ๐ฃ๐ฟ๐ฒ๐บ๐ถ๐ฒ๐ฟ ๐๐ฃ๐ ๐ฎ๐ป๐ฑ ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ ๐ฃ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ ๐๐ข๐๐ง๐ฉ๐๐ง ๐๐๐ฃ๐๐ฃ๐๐๐จ, ๐๐๐จ๐ฉ๐๐ง๐๐ฃ๐ ๐๐๐๐ก๐ฉ๐ ๐๐๐ฃ๐๐๐๐ข๐๐ฃ๐ฉ โ With over 45 years of CPA expertise leading the way and integrated Wealth Management services, BNA stands as a beacon of trusted and innovative financial solutions, expertly combining tax strategy with wealth planning for optimal efficiency and growth.