Job Title: CPA
Company: YTS Wealth Management
Location: Export, PA
Job Type: Full-Time
Salary: $90,000 - $100,000
About Us:
YTS Wealth Management is a different kind of wealth management firm. We put the personalized relationship back into Wealth Management. Our firm was founded in 2019, with the goal of helping people of all walks of life accomplish all of their financial goals. Instead of looking for reasons to disqualify a new client, we look for reasons to help clients. We have created a financial platform, where clients can solve their financial planning, investment, insurance, and tax problems in one place. Today, we proudly serve over 4,000 families, across 10 cities, with $1B in assets, in our care. And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest. When you join our team, you will find that it is different from what you typically see in our industry. Our mission is to bring the best talent together, from all across the nation, to carry the torch forward for our clients for generations to come. We are looking for an experienced CPA to join our team.
Key Responsibilities:
· Preparing forms 1040, 1041, PA-40, PA-41 and possibly tax returns for other states.
· Preparing financial statements, reports and/or spreadsheets, as requested.
· Utilizing tax programs, tax return preparation software and tax research software. Intuit ProSeries software experience a plus.
· Reviewing fiduciary accounting.
· Working on highly confidential client matters.
· Intercompany/Internal accounting across entities.
Qualifications:
· BA / BS in business, finance, accounting or related discipline.
· CPA Required.
· Advanced degree a plus.
· Minimum of three (3) years of professional work (tax preparation) experience required.
· Registered tax preparer with active PTIN a plus.
· Law firm, accounting firm or trust department experience a plus.
Benefits:
· 401(k)
· 401(k) matching
· Dental insurance
· Health insurance
· Life insurance
· Paid time off
· Vision insurance
Schedule:
· Monday to Friday
· On call
· Overtime
Work Location: In person
Job Type: Full-time
Pay: $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience level:
Physical setting:
Schedule:
Experience:
License/Certification:
Ability to Commute:
- Export, PA 15632 (Required)
Ability to Relocate:
- Export, PA 15632: Relocate before starting work (Required)
Work Location: In person