Dream opportunity to live and work at the beach!

(the office is three blocks from the ocean)

Join a Growing Company! SBDP is a public accounting and business advisory firm that is expanding both its team and its office size as it takes on more business. Within the company, you can create your own growth opportunities and advance at your own pace.

Beach Lifestyle with a Low-Key Work Environment Everyone gives lip service to work-life balance, but SBDP lives it out with a truly supportive team that is more like family than staff. And did we mention that you can visit the beach on your lunch break?

All the Benefits of a Career in Professional Services with None of the Headaches! This is a rare opportunity in a public accounting firm with NO SALES REQUIREMENTS. However, profit-sharing is available for any new clients that you bring in on your own.


Administrative Assistant Position Summary:

Our new administrative team member would help enhance the client experience daily and be a vital part of the SBDP Team. Below are the job responsibilities included in the position along with skills that we find essential.

  • Answering multi-line telephone system
  • Greeting clients
  • Helping in Assembly of Tax Returns
  • Scheduling appointments and Lunches for the Firm
  • Client document intake
  • Sorting mail and distribution
  • Scanning and filing documents
  • Ability to multi-task – this is a must!
  • Very detail oriented and organized
  • Must be a people person!

This position is full-time Monday-Friday 8am-5pm. Saturday hours and overtime are required during tax season which is January 1st – April 30th. Compensation will be based on experience and the position is available with an immediate start date.


Staff Accountant Position Summary:

The Accountant/Tax Associate is responsible for client accounting and tax compliance work. Duties include:

  • Preparation and review of client accounting records including reconciliation of balance sheet accounts, fixed asset ledgers, and periodic journal entries
  • Preparation of compiled financial statements on an interim and annual basis
  • Preparation of individual income tax returns and small business returns
  • Preparation of payroll tax filings and sales tax filings for Federal and state compliance
  • Prepare responses to IRS notices
  • Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters

Requirements:

  • 3+ years of relevant experience
  • Associate or bachelor degree in accounting preferred
  • Quickbooks proficiency required
  • Experience in tax compliance for business and individual returns
  • Sales and payroll tax filing experience
  • Outgoing and friendly personality – a team player
  • Forward-thinking and always looking for ways to improve, learn, and grow

Tax Manager Position Summary:

The Tax Manager is responsible for compliance, research, and special projects in all areas of tax. Additionally, the Tax Manager will oversee one to two interns directly and a total of three to four staff members indirectly. The Tax Manger will:

  • Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types with a focus on Individual
  • Review Compiled financial statements for Corporations, Not for Profit entities, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records
  • Prepare and review complex tax planning projections for individual and corporate estimated tax liability
  • Manage and monitor client deliverables and due dates
  • Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns
  • Conduct complex tax research and prepare memorandum outlining findings and conclusions
  • Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices
  • Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
  • Lead department in knowledge of software, processes, and workflows

Requirements:

  • 4 years minimum of relevant experience
  • Experience in individual tax compliance, planning (experience in CS Suite and UltraTax a plus)
  • Tax research experience (RIA)
  • Gift, estate, and trust return experience would be a plus
  • Experience in partnership tax would be a plus
  • Outgoing and friendly personality – a team player
  • Forward-thinking and always looking for ways to improve, learn, and grow
  • Desire and ability to train, mentor/lead, and develop staff

Audit Manager Position Summary:

The Audit Manager is responsible for compliance, research, and special projects in all areas of tax. Additionally, the Tax Manager will oversee one to two interns directly and a total of three to four staff members indirectly. The Tax Manger will:

  • Coordinate, organize, and schedule engagements to ensure all deadlines are met
  • Prepare audit strategies and assess audit risks
  • Manage multiple audit or review engagements
  • Review financial statements and related disclosures to ensure compliance with reporting requirements
  • Review engagement work papers
  • Research accounting issues and provide solutions
  • Properly plan and manage engagements to ensure completion
  • Become an expert within assigned niches
  • Assist in special projects assigned
  • Assist with peer review planning and compliance
  • Recognize opportunities to provide additional services to existing clients
  • Minimal travel requirements
  • Manage and monitor client deliverables and due dates
  • Lead department in knowledge of software, processes, and workflows

Requirements:

  • 5-7 years minimum of relevant experience
  • Public accounting experience required
  • GAAP research experience (RIA, PPC)
  • Outgoing and friendly personality – a team player
  • Forward-thinking and always looking for ways to improve, learn, and grow
  • Desire and ability to train, mentor/lead, and develop staff

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- Business Clients

- QuickBooks

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Phone: 904.241.8176 • Fax: 904.247.9918
Email: info@beachcpafirm.com