Time is money and we can help generate as much of both as possible

Financial Planning

The phrase "time is money" is undoubtedly an accurate one, particularly in terms of high net-worth investors. Everyone knows that having assets is one thing — maintaining them and allowing them to grow and evolve over time is something else entirely. At Omotayo CPA LLC, our highly trained and passionate team of financial planners can help grow your assets in the best way possible so that you can get back to doing the most important thing of all — enjoying them the way you always wanted.

Did you know that according to a study reported on by CNBC, roughly 33% of Americans have no financial plan at all? Over 58% of those who do say their existing efforts leave a lot of room for improvement. At Omotayo CPA LLC, we can help you with:

  • Setting priorities. We can help you wade through an overabundance of information, cutting through the noise and coming up with not just goals but an actionable plan on how to achieve them.

  • Savings and Investments

  • Planning for Retirement

  • Estate and Succession Planning

  • Planning for Major Purchases

  • Insurance Planning

  • And more

In terms of planning for not just your financial future, but that of future generations of your family, the importance of having a financial advisor at your side is something that cannot be overstated enough. If you'd like to find out more information about our financial planning services, don't delay — contact Omotayo CPA LLC today.

Title: Accounting / Tax Manager 

We are seeking an Accounting/Tax Manager to join our team! You will lead and manage multiple operations of the tax practice area and deliver quality tax services that will increase the firm’s reputation. You will oversee the work of accountants, review financial statements, and prepare reports. Schedule: Monday to Friday. 

Job Type: Full-time. 

Interested parties please call 214-646-0300.  

Duties and Responsibilities: 

  • Manage and Prepare tax returns for over 2,000 individuals, businesses, non-profits and estates 

  • Contact clients to obtain tax documents 

  • Review tax returns with clients 

  • Provide basic tax planning/solutions services to clients 

  • Accounting/Bookkeeping for firm clients in various accounting software (QBO, QBD, Intacct, Xero, Wave, Zoho Books, BQE Core, etc...) 

  • Other administrative tasks when necessary: 

  • Plan and schedule appointments and events 

  • Greet and assist onsite guests 

  • Answer inbound telephone calls 

  • Draft correspondences and other formal documents 

  • Develop and implement organized filing systems 

  • Manage requests from website and social media management company 

Qualifications: 

  • Tax preparation experience is required 

  • Experience with Lacerte / Drake Tax software is required 

  • QuickBooks experience is required 

  • Previous experience in office administration or other related fields 

  • Ability to prioritize and multitask 

  • Excellent written and verbal communication skills 

  • Strong attention to detail 

  • Strong organizational skills 

  • Must be able to speak Hindi and English 

Education: Bachelor's (Required), CPA (required), Enrolled Agent: Preferred. 

Experience level: 3 years. 

Compensation 

Salary: $75,000.00 - $110,000.00 per year 

Benefits: 

  • 401(k) 

  • 401(k) matching 

  • Dental insurance 

  • Disability insurance 

  • Health insurance 

  • Life insurance 

  • Paid time off 

  • Vision insurance 

  • Work from home 

Contact 

Interested parties please call 214-646-0300.