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    Careers

    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 currently searching for the following positions. Please submit résumés to Renee Ball at rball@trustbgw.com.

     

    Charlotte Office - Attest 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 - Administrative Support/Document Scanner



    Summary of Responsibilities


    The Administrative Support/Document Scanner is responsible for supporting tax operations, with a primary emphasis on scanning documents related to tax returns and processing them according to Sure Prep standards and procedures. 

     

    Primary Responsibilities 
    • Scan tax documents according to guidelines provided and in an accurate and timely manner. 
    • Project management assistance.
       
    Other Responsibilities 

     Assist processing team with printing, binding tax returns. 

    • Assist with client document return. Package and prepare for shipment. 
    • Data base clean-up and maintenance. 
    • General office duties as needed: (Phones, mail and receiving clients/guests) 

     Position Requirements 

    •  Ability to communicate clearly and concisely in English. 
    • Ability to manage sensitive client information appropriately. 
    • Ability to operate with a sense of urgency and with an understanding of tax deadlines. 
    • Ability to work independently as well as work cooperatively with others in the firm and contribute as a team member.  
    • Basic knowledge of office equipment (copier, printer, Microsoft Office Suite) 
    • Reliable, team player with attention to detail. 
    • Experience with Practice CS and HubSpot preferred, but not required. 
    • Office Hours: 8:30 - 5:30 Monday - Friday at Camden Road office. 

    Tired of Typical?

    Is your current CPA just “okay?”

    It doesn’t have to be this way.

     

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