Join the Trident Team

What Makes Trident Special?

At Trident CPA Services, we believe that people are at the heart of our success, both our clients and our team. We’ve created a supportive, collaborative environment where professionals can grow their expertise, contribute meaningful work, and feel valued every day. Because we focus exclusively on dental practices, our team develops specialized knowledge that makes us true experts in our field. We balance professionalism with flexibility, encourage continuous learning, and celebrate shared wins. Most importantly, we’re a team that cares about each other, our clients, and the impact we make.

Tax Manager

Responsibilities

• Serve as primary tax advisor for dental practice owners, integrating tax planning with accounting and advisory insights.
• Partner closely with Business Advisors (former CFOs/Controllers) to deliver holistic client solutions across budgeting, forecasting, productivity analysis, and profitability strategies.
• Prepare and review complex returns, including corporate, partnership, trust, and high-net-worth individual filings, while providing proactive tax planning.
• Respond to client tax notices and represent clients before tax authorities when needed.
• Lead client Zoom meetings with professionalism and confidence; draft polished, business-level communications.
• Operate as a peer-level professional, strengthening the leadership bench and sharing responsibility for client outcomes.

Qualifications

• Active CPA license
• 7–12+ years of public accounting tax experience, with 3+ years as a manager
• Demonstrated ability to independently manage client relationships and deliver proactive advice
• Excellent communication skills and polished business writing
• Experience advising professional service firms (healthcare or dental ideal)
• Experience with the Thomson Reuters software suite, including UltraTax
• Strong commitment to integrity, confidentiality, and high-quality client service

Staff Accountant

Responsibilities

• Maintain accurate financial records using QuickBooks Online, including transaction entry, reconciliations, and adjustments.
• Prepare monthly, quarterly, and annual financial statements, including depreciation, amortization, and account analysis.
• Manage and process payroll for clients, including payroll tax returns and compliance reporting.
• Prepare and file 1099s, sales tax, and other regulatory forms in a timely and accurate manner.
• Support insurance audits, employee retention credit (ERC) calculations, and other client compliance needs.
• Organize and maintain client documentation in Canopy folders.
• Communicate directly with clients to guide them on accounting processes, ensure accuracy, and offer process improvements.
• Assist with system transitions, new client onboarding, and setup of accounting systems.

Qualifications

• 7+ years of professional accounting or bookkeeping experience (CPA preferred but not required).
• Bachelor’s degree in Accounting, Finance, or related field.
• Proficient in QuickBooks Online and Microsoft Office Suite; experience with payroll systems and Canopy a plus.
• Strong understanding of GAAP and financial reporting best practices.
• Demonstrated ability to prepare payroll, reconciliations, and financial statements independently.
• Excellent communication and relationship-building skills with both colleagues and clients.
• Highly organized, detail-oriented, and reliable; able to manage multiple priorities with minimal supervision.
• Commitment to integrity, confidentiality, and delivering high-quality work.

Business Advisor

Responsibilities

• Manage assigned clients’ bookkeeping using customized monthly checklists.
• Categorize and reconcile transactions, bank/credit card accounts, and loans.
• Download and reconcile payroll reports; and prepare payroll allocations.
• Review Profit & Loss statements and trailing 365 reports, identifying anomalies or inconsistencies.
• Prepare and present accurate, timely Advisory Reports to clients.
• Partner with the Tax Team to identify and support planning opportunities for client tax meetings.
• Lead monthly Zoom meetings with Advisory clients and maintain consistent client communication through email and follow-ups.

Qualifications

• 7+ years of professional accounting or bookkeeping experience (CPA preferred, not required).
• Bachelor’s degree in Accounting, Finance, or related field.
• Solid bookkeeping foundation with the ability to analyze and interpret financial statements.
• Proficiency in Excel, QuickBooks Online (QBO), and payroll platforms such as ADP or Gusto.
• Excellent verbal and written communication skills with a polished, professional business writing style.
• Strong organizational skills with the ability to manage multiple clients, maintain accuracy, and meet deadlines.
• A proactive, collaborative mindset with a focus on building authentic client relationships.
• A positive team player who contributes ideas, shares successes, and fosters a supportive remote work culture.