facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Career Opportunities

Apply Today and Join Team Traphagen

Traphagen CPAs & Wealth Advisors offers challenging and rewarding career opportunities with excellent growth potential, competitive salary and a comfortable working environment.

Staff Accountant (1-2 years' experience)

Qualifications we are looking for:

Bachelor's degree in Accounting • Minimum 1 - 2 years of public accounting experience •  Thorough knowledge of QuickBooks Desktop and QuickBooks online  •  Knowledge in preparing Individual, Corporation, Partnership, and Non-Profit Tax Returns  •  Ability to work in a fast paced environment  •  Excellent verbal and written communication skills.

Responsibilities Include:

  • Duties are performed according to generally accepted accounting principles.
  • Ensure the integrity of accounting information by recording, verifying, entering transactions, and reconciling accounts.
  • Perform month-end close duties including monthly balance sheet reconciliations.
  • Prepare cash forecasts, complete general journal entries, and assist with the preparation of monthly financial statements.
  • Preparation and review of monthly financial statements, bank reconciliation, journal entries, and client contact.

Senior Accountant (3-5 years experience)

Qualifications we are looking for:

Bachelor's degree in Accounting, Master's degree a plus • Minimum 3 - 5 years of public accounting experience • CPA Certification • Outstanding verbal and written communication skills • Possess an entrepreneurial “independent” attitude • Strong computer skills; proficient in Practice CS, Lacerte, and Quickbooks.

Responsibilities Include:

  • Preparation of partnership, corporate, fiduciary, and individual tax returns
  • Identify and execute tax planning opportunities
  • Deliver high quality service, while interacting and maintaining relationships with clients, performing accounting, tax, and consulting services
  • Prepare account analysis, bank, and payroll reconciliations, & monthly journal entries
  • Prepare trial balance, balance sheet and income statement reports
  • Monitor and prepare monthly sales tax

Certified Financial Planner

Qualifications we are looking for:

Bachelors Degree (preferably in Economics, Finance, Financial Planning) • Experience: 3-7 years of experience  in Financial Planning industry •  CFP credential  •  Knowledge of financial planning software including eMoney (a plus) • Ability to work some Saturdays and evenings for client meetings • Superior interpersonal, verbal and written communication skills.

Responsibilities Include:

  • Participate in client meetings in collaboration with Wealth Advisor team
  • Establish working relationships with clients during data gathering and planning process
  • Financial plan preparation
  • Formulating and implementing advice
  • Prepare client communications, agendas, recaps, and recommendations
  • Trade, monitor and rebalance portfolios

Apply Today 

 Benefits & Perks

We are an Equal Opportunity Employer