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Certified Public Accountant (CPA)

Delivering tax-focused financial planning & wealth management solutions for Financial Professionals.
Various Locations
Various Locations
Mid-Sr. Level
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Uru Sports is partnering with a fast-growing financial services organization - and top places to work to help them hire a  Certified Public Accountants on behalf of it's CPA Affiliates based across the United States.


Avantax started in 1983 with one CPA who noticed a growing need for clients to receive investment advice aligned with their tax situations. Today, Avantax has grown to support a network of independent financial and tax professionals, with over 3,100 Professionals managing over $80 billion in assets across all 50 states.

Job Responsibilities:

  • Performing financial statement analysis and providing advice on financial matters to clients.
  • Preparing and reviewing financial statements, tax returns, and other accounting documents.
  • Ensuring compliance with financial regulations and guidelines.
  • Managing and reconciling accounts payable and receivable.
  • Conducting audits and identifying potential areas of improvement.
  • Providing guidance and support to clients on tax planning, financial forecasting, and budgeting.
  • Assessing financial risks and proposing strategies to mitigate them.
  • Communicating complex financial information effectively to clients and stakeholders.
  • Keeping up-to-date with changes in tax laws and regulations and advising clients accordingly.

Essential Qualifications:

  • Valid certification as a Certified Public Accountant (CPA).
  • Bachelor's degree in Accounting or a related field.
  • Proficient in accounting software and MS Office.
  • Strong analytical and problem-solving skills.
  • Excellent attention to detail and accuracy.
  • Exceptional organizational and time management abilities.
  • Effective communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Desired Experience:

  • Minimum 3 years of experience in public accounting or a related field.
  • Experience working with tax-focused financial planning and wealth management.
  • Knowledge of financial regulations, tax laws, and IRS guidelines.
  • Experience in conducting audits and providing financial advice.
  • Previous experience in working with clients and handling their financial needs.