We know of 2 jobs at Smith Patrick PC as of May 2024, including roles such as Senior Client Advisory Team Member - CPA Cannabis Services Group, and Senior Client Advisory Team Member - Cannabis Services Group.
More than 30+ days
Senior Client Advisory Team Member - CPA Cannabis Services Group
Smith Patrick PC
Smith Patrick CPAs has re-imagined the way we service our clients by leading the relationship with Advisory Services. The tax return is the end result of strategic planning. We have moved from the traditional historian role to that of the proactive, strategic partner.
Through Advisory, we partner with our clients by educating them and implementing tax efficient business strategies.
Are you ready to work differently? Are you ready to take your knowledge of tax and accounting and use it to transform client relationships? Are you ready to use your knowledge, skills, and abilities to be part of a team that strives to make our clients better?
If so, we would like to hear from you!
We are a full-service CPA firm located in the Webster Groves area of St. Louis, heavily focused on superior client services for our small business clients, and their families. We pride ourselves on being the family CFO and try to take a proactive role in their financial well-being.
As a Senior member of the Cannabis Team, you will have the opportunity to work closely with our clients to:
Primary Duties
· Proactively interact with client management to make business and tax recommendations
· Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
· Manage complex issues, which require creativity, research, and comprehension of tax law including related implications
· Be more than just the “Tax Person”
· Work will be mainly focused on the Cannabis Industry
Other Duties:
· Create, analyze, and present financial results using various technologies
· Prepare and review tax returns while assuming primary responsibility for client engagements, including scheduling, staffing, timing, technical issues, and additional duties as needed
· Ensure the completion of engagements, including identifying and addressing problem areas with minimal oversight or assistance
· Manage, supervise, and mentor Staff including mentoring in professional development, guiding and teaching through technical challenges, and maintaining a positive team atmosphere
Qualifications:
· Bachelor of Science
· MBA desired
· CPA license required or in active pursuit
· 3+ years public accounting firm experience required
· Demonstrated leadership, problem solving, and strong verbal and written communication skills
· Ability to set and work with goals, objectives, and deadlines
· Experience with various tax, audit, and bookkeeping software
Benefits include competitive salary commensurate with experience, potential for bonus, 401(k) with 3% match and potential profit sharing, health insurance 90% paid by the company, generous vacation policy, flexible working hours, cold-brew coffee on tap, and remote work potential.
Job Type: Full-time
Pay: $75,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Physical Setting:
- Office
Schedule:
- Monday to Friday
COVID-19 considerations:
We are fully open for business and leverage technology to improve efficiency and accessibility.
Experience:
- Tax experience: 1 year (Preferred)
- Public accounting: 3 years (Required)
License/Certification:
- CPA (Preferred)
Work Location: One location
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Senior Client Advisory Team Member - Cannabis Services Group
Smith Patrick PC
Smith Patrick CPAs has re-imagined the way we service our clients by leading the relationship with Advisory Services. The tax return is the end result of strategic planning. We have moved from the traditional historian role to that of the proactive, strategic partner.
Through Advisory, we partner with our clients by educating them and implementing tax efficient business strategies.
Are you ready to work differently? Are you ready to take your knowledge of tax and accounting and use it to transform client relationships? Are you ready to use your knowledge, skills, and abilities to be part of a team that strives to make our clients better?
If so, we would like to hear from you!
We are a full-service CPA firm located in the Webster Groves area of St. Louis, heavily focused on superior client services for our small business clients, and their families. We pride ourselves on being the family CFO and try to take a proactive role in their financial well-being.
As a Senior member of the Cannabis Team, you will have the opportunity to work closely with our clients to:
Primary Duties
· Proactively interact with client management to make business and tax recommendations
· Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
· Manage complex issues, which require creativity, research, and comprehension of tax law including related implications
· Be more than just the “Tax Person”
· Work will be mainly focused on the Cannabis Industry
Other Duties:
· Create, analyze, and present financial results using various technologies
· Prepare and review tax returns while assuming primary responsibility for client engagements, including scheduling, staffing, timing, technical issues, and additional duties as needed
· Ensure the completion of engagements, including identifying and addressing problem areas with minimal oversight or assistance
· Manage, supervise, and mentor Staff including mentoring in professional development, guiding and teaching through technical challenges, and maintaining a positive team atmosphere
Qualifications:
· Bachelor of Science
· MBA desired
· CPA license required or in active pursuit
· 3+ years public accounting firm experience required
· Demonstrated leadership, problem solving, and strong verbal and written communication skills
· Ability to set and work with goals, objectives, and deadlines
· Experience with various tax, audit, and bookkeeping software
Benefits include competitive salary commensurate with experience, potential for bonus, 401(k) with 3% match and potential profit sharing, health insurance 90% paid by the company, generous vacation policy, flexible working hours, cold-brew coffee on tap, and remote work potential.
Job Type: Full-time
Pay: $65,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
COVID-19 considerations:
We are fully open for business and leverage technology to improve efficiency and accessibility.
Experience:
- Tax experience: 1 year (Preferred)
- Public accounting: 1 year (Required)
License/Certification:
- CPA (Preferred)
Work Location: One location
Apply for this job with Smith Patrick PC
Apply now →
By clicking the "Apply now" button, you'll be leaving Fazow and going to an external job application page for this company.
Please research all companies before applying. When applying for jobs, you should NOT have to pay to apply.
Fazow accepts no liability or responsibility as a consequence of any reliance upon information on external sites or in jobs listed on fazow.com.