Ed Lloyd & Associates, PLLC

We want accountants who can help us create beans rather than just count them.

Our Accounting firm is NOT the boring place people think of when they think "accounting firm". Because we're what's called a 'Results Accountants' firm, we're doing far more for our clients-more than historical figures, more than bean counting. In fact we focus on helping our clients with the growth and development of their business through applying new skill sets.

We use exciting software tools and new resources to help our clients create history rather than just report it. So if you're really not the standard accountant - if you want a fun, team environment, client interaction, rewards, challenges, successes, constant learning and if you have strong technical competencies and an outgoing personality, then send us your story.

We will train you on how to use our system and enhance your knowledge. We select individuals with superior customer service skills and the capacity and desire to excel.

Senior Accountant:

We are seeking an individual that is a CPA or CPA candidate with four plus years of recent public accounting experience to join our firm. You will have the opportunity to work directly with business owners and provide solutions for them. You will be responsible for:

Business and individual income taxes - Client meetings, preparation and tax research for business and individual tax returns.
Tax planning - Complete our proactive tax planning system for our clients to reduce their tax bills and prepare for year end preparation.
Accounting Services- On-site accounting support for clients. Analyze accounting records, make required adjustments and prepare financial statements.

Accountant:

We are seeking an individual with two plus years of recent public accounting experience to join our firm. You will be responsible for:

Accounting Services - Monthly accounting for our clients, analyze accounting records, make required adjustments and prepare financial statements.
Business and individual income taxes - Preparation of individual tax returns and assist with preparation of corporate tax returns.
Tax planning - Complete our proactive tax planning system for our clients to reduce their tax bills and prepare for year end preparation.
Audit and Review Engagements - Opportunity to work on audit and review engagements.

We provide a competitive salary package, paid overtime, and a bonus package that is customized for you and paid based upon your performance. Our benefits package includes group health insurance, matching 401(k) plan, vacation and paid holidays.

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Take this opportunity and send us your cover letter, resume and salary requirements to:

8045 Corporate Center Drive, Suite 100
Charlotte, NC 28226-4551
Telephone (704) 544-7600 / (888) 554-8404
Fax (704) 544-8002
Email a resume

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Financial Services Representative

Let us show you how to take your existing clients and have more services for them! We work with affluent business owners and have full service solutions that most people are unaware of. Use this opportunity to provide more for clients and yourself. This opportunity requires:

2+ years of experience working with insurance and financial products.
Series 7, 65 and NC insurance license.
The ability to market financial service solutions.

As an independent firm, we do not represent any one company. We objectively shop the market with only our clients' needs in mind to offer them the best possible solutions.

We will design and implement investment portfolios for clients managed accounts based upon their risk profiles and objectives. This gives you the opportunity to focus on servicing clients.

We provide you an opportunity to work with specialists so you have the support to provide the best possible solutions.