Career Opportunities


The following positions are currently open at Baldwin CPAs.

Our Company

We are committed to helping each of our clients succeed. For this reason our employees attend specialized classes and conferences to keep up-to-date with the latest audit, accounting, and tax requirements.

Employment Opportunities 


Accountants, Senior Accountants, Auditors

We are growing! Come be part of the exciting things happening at Baldwin CPAs!

We seeking full-time Accountants, Senior Accountants, and Auditors for our Richmond, Lexington, Louisville, Flemingsburg and Maysville Kentucky offices.

Qualified candidates must have a minimum of a baccalaureate degree from an accredited four-year college/university with a major or concentration in accounting. Candidates must have excellent computer skills and appreciate cutting edge technology. The right candidates will embrace a team culture and have a desire to serve others including clients, co-workers, and community.

We offer a competitive compensation, a great benefit package and fantastic work-life integration!

Baldwin CPAs is an Equal Opportunity Employer


Customer Service Associate-Maysville, Kentucky

This is a 40 hour per week full-time position. Monday-Friday

The Customer Service Associate delivers a wide range of critical client support to the wealth advisor and helps to provide the resources and guidance that clients need to achieve their financial goals.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Interact daily with clients, process client requests and answer basic client inquiries in a timely manner
  • Proactively communicate with clients on a regular basis through a range of communication vehicles
  • Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meeting materials
  • Order and maintain all supplies including forms, prospectuses and useful research information.
  • Coordinate mailings; process incoming mail
  • Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation
  • Prepare documents for account opening and transfer of assets.
  • Prepare withdrawal worksheets for advisor review
  • Review system for: withdrawals, insufficient funds for periodic distributions, including RMDs, updated 1099s, outgoing transfers
  • Review the CRM dashboard daily, identify items that need to be addressed and handled, confirm task is completed, and record notes in CRM
  • Filing of all client documents
  • Scanning and attaching documents
  • Review supervisory reports, trade and other blotters and notices on a daily basis
  • Provide complete administrative support to advisor

Skills & Experience

Prefer Associates degree in business, administration, accounting, finance or similar field of study preferred

  • Minimum 1 year of experience in the financial services industry
  • Experience utilizing CRM preferred
  • Proficient with Windows based software, including MS Word, Excel, and PowerPoint
  • Exceptional oral and written communications skills
  • Organized, meticulous, detailed-oriented and able to multitask
  • Ability to work independently with good problem solving and time management skills
  • High degree of confidentiality
  • Ability to exercise good judgment by recognizing urgency and setting priorities
  • Exhibit strong ethics and desire to help clients and give them extraordinary service
  • Must pass credit and criminal background checks

We offer a competitive compensation, a great benefit package and fantastic work-life integration!

Baldwin CPAs is an Equal Opportunity Employer


Intern/Co-Op Positions

Interns at Baldwin provide support to all employees allowing for well-rounded experience in the Accounting field. From basic bookkeeping to tax returns, interns can make their experience what they want it to be. For further information on Intern positions or other positions with the firm, please contact Lisa Marcum.

 

Equal Opportunity Employer

 

Applicants have rights under Federal Employment Laws
OFCCP Equal Employment Opportunity Posters
Employee Polygraph Protection Act (EPPA) Poster