BGW CPA, PLLC is anything but a typical CPA firm. We are transforming the accounting profession from being passive and reactive to one expected to make a difference in our clients’ lives and businesses. We serve our clients and our community with integrity and honesty.
We are always looking for interns, and we are currently searching for the following positions. Please submit résumés to recruiting@trustbgw.com.
Charlotte Office - Attest Senior Staff Accountant
Summary of Responsibilities
Is given a wide variety of diversified accounting assignments under the supervision of different professionals. Performance is based on the quality of work, application of accounting knowledge, and ability to meet time constraints.
Soft Skills:
- Adheres to the firm's policies and procedures
- Effectively communicates with clients to receive information necessary to complete the engagement with a minimum of disruption to clients
- Understands the rules, regulations, and Code of Professional Conduct of the AICPA
- Attends and participates in professional education including in-house industry group meetings and participates in professionally sponsored training sessions
- Progresses professionally by working toward passing the CPA exam as soon as possible
- Effectively communicates with the client team with respect to projects that are in process, ex.
- Issues with receiving client information
- Technical issues
- Status of meeting completion dates
- Status of budget
- Assists other team members as needed with training / technical matters
- Proficient at preparing financial statements and supporting scheduels as evidenced by minimal review points
- Understands the general concepts behind the following technical areas:
- Revenue Recognition
- Fraud / Controls
- Capitalization
- Materiality
- Liabilities
- Ratio Analysis
Education, Experience, and Skills Required
- Bachelor's degree in accounting or master's degree in accounting
- Minimum of 40 hours of continuing professional education is required each year
- Well-rounded knowledge of accounting prinicples
- Either holds a current and valid certified public accountant's license, or is working toward obtaining the license by taking and passing the applicable state CPA exam
Charlotte Office - Senior Tax Staff Accountant
Summary of Responsibilities
Is given a wide variety of tax assignments under the supervision of different professionals. Performance is based on the quality of work, application of accounting knowledge, and ability to meet time constraints.
Soft Skills:
- Adheres to the firm's policies and procedures
- Limited to no review points on compliance work and planning
- Ability to train, mentor, and supervise new staff
- Takes the lead role in project management of routine client compliance work for tax engagements
- Demonstrates time management skills by meeting client deadlines, responsiveness to client and internal requests, etc.
- Ability to effectively communicate advisory skills to both the client and the internal project team
For Tax Engagements
- Takes the lead role in compliance elements of engagement:
- Annual tax planning
- Quarterly planning / estimates as required
- Tax return completion
- Demonstrates ability to trace back taxable income to cash flow
- Ability to explain / deliver tax planning and tax compliance results to the client in a simple to understand manner.
- Ability to research and resolve tax notices.
- Ability to manage and resolve taxing authority audits and inquiries.
- Demonstrates proficiency with tax attributes of partnerships, corporations, and s-corporations (e.g. basis and associated limitations, deductible / non-deductible items)
- Demonstrates proficiency with specialized industries (e.g. construction) and associated tax benefits (e.g. credits, DPAD).
- Demonstrates proficiency with individual tax attributes (e.g. carry forwards, limitations)
- Ability to propose solutions to unfavorable tax problems / outcomes.
Business Development Skills
- Begin identifying and developing your own 'network'
Education, Experience, and Skills Required
- Bachelor's degree in accounting or master's degree in accounting
- 2 to 6 years of experience in accounting
- Minimum of 40 hours of continuing professional education is required each year
- Well-rounded knowledge of accounting prinicples and personal income taxes
- Ability to communicate clearly and concisely in English
- Either holds a current and valid certified public accountant's license, or is working toward obtaining the license by taking and passing the applicable state CPA exam
