About us

Mayfield Financial Services (MFS) is a well-established and growing Wealth Management firm in Mayfield Heights, Ohio. Our current Team of fourteen Team Members is made up of accountants (CPA’s), financial advisors (CFP’s), an Investment Manager (CFA), a debt specialist and a health insurance/Medicare specialist. Our philosophy is different from other firms in that we take a team and integrated approach to developing comprehensive financial solutions utilizing the combined expertise of our Team Members. Our professionals work closely with one another because we believe that “There is no expertise without collaboration.”

Job Description

Due to our continued and anticipated growth, we are looking to add another Accountant. This individual should be self-motivated and goal-driven with 4 years’ minimum relevant public accounting experience to help develop our accounting and tax services. The individual will be responsible for various accounting and tax aspects of the company, including managing the relationships of both business and individual customers.

Our accountants are not required to track their time like most traditional accounting firms; instead we measure their effectiveness in providing value for our customers and delivering solutions that are congruent with our customers’ goals. Our customer base consists of affluent individuals and small businesses.

The individual will prepare and review projects pertaining to tax compliance, accounting and tax planning. Success in the position relies heavily on collaboration with the other Team Members to identify solutions related to tax management strategies, financial planning opportunities, investment planning, insurance needs and lending solutions.

Additionally, this individual is expected to share their knowledge and expertise and assist in the coaching, training and development of other Team Members. Management of the customer relationship is at the core of being successful in this position!

It is possible that this position has flextime, compressed work week, and remote working. The right candidate may possibly have the opportunity to participate in our succession plan.

Primary Responsibilities

Preparation and review of business, trust and personal income tax returns
Preparation and review of accounting engagements
Participation in customer meetings
Manage relationships of both business and individual customers
Identify customer opportunities and perform the analysis to develop value-driven solutions
Minimal tax audit and representation

Desired Skills

Knowledge of all forms of tax compliance, as well as tax planning skills for individuals, trusts and small businesses
Experience using the Thomson Reuters Professional Suite software programs and BNA Income Tax Planner is a plus
Demonstrated use and experience of Value Pricing
Strong written and verbal skills are required

Qualifications

This position requires a minimum of a bachelor’s degree
This position requires an EA or CPA certificate
The position requires at least 4 years of small business/wealth management experience
Must be able to embrace technology
This position requires a minimum of a bachelor’s degree

Job Type: Full-time

Pay: $120,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
On-site gym
Paid time off
Professional development assistance
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Supplemental Pay:

Performance bonus

Work Location: In person

Mayfield Financial Services

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