Are you an accountant looking for a dynamic workplace where collaboration and meaningful client relationships are a priority? At our boutique firm, we treat both our team and clients like family. We combine expert tax preparation with strategic tax planning and coaching, providing the best possible outcomes for our clients. By focusing on clear communication and proactive solutions, we eliminate surprises and build lasting success for the businesses we support. If you're passionate about using your accounting expertise in a hybrid, supportive, and close-knit environment, we would love to connect with you!
Responsibilities
- Prepare and review tax returns for businesses, individuals, and trusts, ensuring accuracy and compliance with U.S. tax regulations.
- Engage in tax planning and strategy, providing high-value insights to clients (training provided for strategy process).
- Collaborate with the team to manage deadlines, client projects, and workflow.
- Act as a trusted advisor to clients, offering proactive solutions and recommendations.
- Conduct tax research and remain current on U.S. tax issues, adapting to changes in the tax landscape.
- Participate in team collaboration and firm strategy discussions to guide priorities and growth.
Qualifications
- CPA or EA certification, or actively pursuing certification.
- 5+ years of progressive experience in tax preparation and accounting in a CPA firm.
- Expertise in working with small to medium-sized businesses and high-net-worth individuals.
- Proficiency in S corp, partnership, individual tax, and tax planning strategies.
- Strong accounting background and knowledge of various accounting systems.
- A positive, humble attitude with a passion for client service and collaboration.
Compensation
$70,000 - $100,000 yearly
- A boutique firm environment where you’ll build strong, lasting relationships with clients.
- Our firm is grounded in the values of humility, drive, and intelligence. We reward hard work with balance—offering flexible schedules, hybrid work environment, generous annual leave, and early closures after tax season (we’re closed Fridays after April 15th).
- A family-like team that supports one another, working together to help small and medium-sized businesses thrive.
- Opportunities to grow and expand your role through strategic coaching and collaboration.
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