Job Description
About Us
Peter Holtz CPA is a forward-thinking accounting and advisory firm dedicated to providing exceptional service and strategic insight to individuals, businesses, and nonprofits. Our team is collaborative, entrepreneurial, and passionate about excellence in financial stewardship and client success.
We are seeking a highly motivated Certified Public Accountant (CPA) with at least 3 years of public accounting experience . Leadership experience is a strong plus, as this role may involve supervision and mentoring of a small team .
Key Responsibilities
Prepare and review individual, corporate, partnership, and trust tax returns
Perform financial statement preparation, general ledger reviews, and account reconciliations
Conduct tax research and provide well-documented, practical tax planning recommendations
Maintain client relationships and serve as a trusted advisor
Assist with IRS and state agency audits, notices, and compliance matters
Support and manage junior staff (if applicable), reviewing work for accuracy and providing coaching
Ensure timely and accurate completion of engagements in accordance with firm and industry standards
Stay up to date with tax law changes and industry best practices
Qualifications
Active CPA license required
Minimum of 3 years of recent experience in public accounting
Strong understanding of tax law and financial reporting standards
Excellent written and verbal communication skills
Ability to manage multiple clients and deadlines effectively
Proven experience with accounting and tax software (e.g., UltraTax, QuickBooks, Xero, etc.)
Leadership or small team management experience is a plus
Preferred Skills
Ability to explain complex financial information in plain terms to clients
Enthusiasm for mentoring and team development
Familiarity with high-net-worth individuals, S-corp planning, and multi-state tax issues
Comfort with remote collaboration and cloud-based tools
Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.
The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.\r\n\r\nThe company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes, PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.
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