CPA Bookkeeper Financial Advisor

We are seeking a dynamic CPA Bookkeeper Financial Advisor to join our team in the USA for 6 months at a time (6 months in USA and 6 months in PH). As a key member of our financial advisory team, you will be responsible for advising clients on various financial matters, preparing and filing tax documents, and creating insightful financial reports.

Requirements:
- CPA License: Must hold an active CPA license and be willing to take the Uniform CPA Exam to work in the USA.
- Experience: Proven experience in advising clients on financial matters.
- Quickbooks Experience: Knowledge of desktop and online versions.
- Tax Expertise: Proficient in preparing USA individual and business tax returns.
- Analytical Skills: Ability to create comprehensive financial reports.
- Location Requirement: Willingness to work in the USA for a 6-month period.
- Knowledge: Know how to prepare US Partnership taxes and Business and Personal taxes.
- Software: Knows how to use Drakes Software.

Responsibilities:
- Advise clients on a wide range of financial matters to help them make informed decisions.
- Prepare and file accurate tax documents in compliance with regulations.
- Generate detailed financial reports to provide clients with valuable insights.
- Maintain up-to-date knowledge of financial laws and regulations to ensure compliance.
- Maintain adequate bookkeeping records.

Opportunities:
- All expenses paid for US travel.
- Room and board cover.
- Assistance with VISA Application
- Opportunity to take an advanced training course (Series 6 and/or Series 7)

If you are a dedicated professional with a passion for financial advisory services and possess the necessary qualifications, we invite you to apply for this exciting opportunity. Join us in making a difference in our client's financial well-being.

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