5+ years of experience
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Employment Type:
Full time
Job Category:
Reviewer - Open Position
(This job is no longer available)
Grad Date

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Job Description

Mayfield Financial Services (MFS) is a growing financial services firm (CPA and Wealth Management) in Richmond Heights, Ohio. We are currently a team of twelve, which includes CPA's, financial planners, an Asset Manager (CFA), a loan officer, and a health insurance specialist. We are different than other firms in that, we truly take a team approach in developing comprehensive solutions utilizing our varied professionals. We believe "There is no expertise without collaboration".

We do not require our team members to track their time like most firms, but rather we measure the team member's effectiveness in delivering value to the customers we serve. In addition to be a friendly and low-stress work environment, we also believe in providing a healthy work-life balance.

Our customers consist of affluent individuals and businesses primarily in the manufacturing, professional services, dental, real estate, and logistics industries.

Job Description

MFS is looking for a motivated, qualified candidate with public accounting experience to help grow and develop our accounting and tax services. The candidate will be responsible for overseeing various accounting and tax aspects of the company, including the relationships of business and individual customers.

The candidate will prepare and review projects pertaining to tax compliance, accounting and tax planning. In addition, the positions requires collaboration with other team members to identifying solutions pertaining to tax reduction strategies, financial planning opportunities, investment planning, insurance needs and lending solutions. This individual would also be expected to share their knowledge and expertise and assist in coaching and training other Team Members.

Primary Responsibilities:

Preparation and review of business, trust and personal income tax returns

Preparation and review of compilation and review engagements

Participation for and collaboration during customer meetings

Identify customer opportunities and perform analysis to develop a value driven solution

Desired Skills:

Knowledge of all forms of tax compliance, as well as tax planning skills for individuals, trusts and small businesses

Knowledge of the Thomson Reuters CS Suite of software is very helpful as well as BNA Income Tax Planner

Value pricing skills and experience are a plus

Strong written and verbal skills are needed


This position requires a minimum of a Bachelor's degree

This position requires a CPA certificate

This position requires at least five years of relevant experience


Applicants must be eligible to work in the specified location

About Mayfield Financial Services

Mayfield Financial & Business Services is a comprehensive income tax, payroll and bookkeeping firm. Our clientele consists of successful professionals and business owners, as well as non-profit organizations. We believe in the value of relationships and we view relationships as a partnership. Our staff is committed to providing close, personal attention to our clients. We care about you and we care about your future. Your success is our success. As your business grows and develops new challenges, you can count on us to be there for you. John Mayfield, CEO has been in income tax, payroll and bookkeeping practice since 1986. Educated in business management and accounting, with a Bachelor of Arts degree. John's work experience in the Aerospace Industry include positions as Director of Operations, Program Manager and as a Senior System Test & Integration Engineer. John has taken his computer, management and system training from aerospace. And his accounting and income tax training and experience over the last 16 years to build a company that is on the cutting edge of advance payroll and bookkeeping services. John has extensive training in Federal and State Income Taxes issues, Ministers and Religious Workers, Corporate and Partnership Taxes, Special Corporate Issues, Offer in Compromise and numerous other income tax and payroll courses. We invite you to browse our website. We have included the latest financial information, articles, and numerous calculators to assist you in your financial and tax decisions. Thank you for visiting our site!