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 


Project Assistant - Maysville Office

This is a 20 hour per week part-time position. Monday-Friday, 10:00AM-2:00PM

The Project Assistant 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

Position Type/Expected Hours of Work

This is a part-time position, 20 hours per week, Monday-Friday 10:00AM-2:00PM.

Skills & Experience

·         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

Baldwin values a great culture of work/life balance and utilizes cutting edge technology and processes. Our employees enjoy a flexible work environment while still providing superior client service. Come be part of our growing firm!

Baldwin CPAs is an Equal Opportunity Employer.

Send your resume or questions about the position to Lisa Marcum.

 


Accounting Specialist

Baldwin CPAs is looking for an experienced full-time Accounting Specialist to join our team. The ideal candidate will have experience working with multiple clients in various industries, in a public accounting or bookkeeping firm environment.

Qualified candidates must have a strong knowledge in general ledger, accounts payable, sales tax returns, and preparation of financial statements.

Minimum qualification is a H. S. diploma equivalent along with three years’ experience or a Bachelor's degree in Accounting with a minimum of one year of experience. Experience must be working with multi companies, preferably in a CPA firm. Certifications in QBO and Bill.com are preferred.

Candidates must have great people skills and very strong computer skills including intermediate knowledge of Microsoft Word, Excel, and QuickBooks Online. Must be able to thrive in a fast paced, deadline driven, and paperless environment.

We offer a competitive compensation and benefit package that includes 100% paid employee health insurance and life insurance coverage. We also offer dental, vision, and short-term disability insurance, retirement, paid holidays and other paid time off.

Baldwin values a great culture of work/life balance and utilizes cutting edge technology and processes. Our employees enjoy a flexible work environment while still providing superior client service. Come be part of our growing firm!

Send your resume or questions about the position to Lisa Marcum.

Baldwin is an equal opportunity employer


Senior Accountant

Baldwin CPAs is currently seeking a full-time Senior Tax Accountant at all locations!

Qualified candidates must have a minimum of a baccalaureate degree from an accredited four-year college/university with a major or concentration in accounting.  Minimum Four to Five years of public accounting experience is required. 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 flexible hours. Come be part of the exciting things happening at Baldwin!

Send your resume or questions about the position to Lisa Marcum.


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

 

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