Senior Tax & Accounting Associate (CPA/EA Preferred)

Job Description

Job Description

SUMMARY

Want a tax career that doesn't end on April 15?

Our client, a growing public accounting firm in central Ohio, serves individuals, families, entrepreneurs, and closely held businesses. We're hiring a Senior Tax & Accounting Associate to manage a portfolio of clients year-round, covering tax, bookkeeping, financial reporting, and planning. You'll see each client's full financial picture and build relationships that last.

ABOUT THE ROLE

You'll manage a portfolio of tax, bookkeeping, and financial reporting engagements from start to finish. That means preparing returns across all entity types, keeping client books accurate and current, responding to tax notices, and helping clients plan ahead. You'll see the full picture of each client's finances and build lasting relationships.

WHAT YOU'LL DO

Tax Preparation and Compliance (40%)

• Prepare federal, state, and local income tax returns for individuals, C and S corporations, partnerships, estates, and trusts.
• Review client source documents for completeness and accuracy
• Track filing deadlines, extensions, and estimated payments for assigned clients.
• Stay current on changes in federal, Ohio, and local tax law changes.

Client Accounting and Bookkeeping (25%)

• Complete monthly, quarterly, and annual bookkeeping engagements.
• Reconcile bank, credit card, and loan accounts and prepare adjusting entries.
• Maintain client records in QuickBooks Desktop and Online, and correct errors you find.

Tax Planning, Notices, and Representation (15%)

• Prepare projections and support year-round planning
• Research and respond to IRS, state, and local notices
• Represent clients before the IRS within the scope of your credentials

Financial Reporting (10%)

• Prepare compiled and internally prepared financial statements.
• Flag trends or concerns for clients and firm leadership.

Client Service and Practice Support (10%)

• Answer client questions about accounting, tax, and business operations.
• Maintain organized, accurate electronic workpapers and client documentation.
• Guide newer team members as the firm grows.

WHO YOU ARE

• You take ownership of your work and take pride in getting it right.
• You enjoy working directly with clients and can explain complex topics simply.
• You stay organized and calm when juggling multiple deadlines.
• You want to keep growing technically and value a collaborative team.

WHAT WE'RE LOOKING FOR

• Bachelor's degree in Accounting or a related field.
• 3+ years' public accounting experience in tax and/or client accounting services.
• CPA or Enrolled Agent (EA) credential preferred; candidates actively pursuing licensure are encouraged to apply.
• Experience preparing individual, business, and fiduciary tax returns.
• Proficiency in QuickBooks Desktop and Online, professional tax software, and Excel.
• UltraTax software experience is a plus.
• Compiled financial statement experience is a plus.
• Strong written and verbal communication skills.

Work Location:  Hybrid/remote work can be arranged after training period complete. WHY JOIN US?

• Year-round variety. Tax, bookkeeping, financial reporting, and advisory work.
• Real client relationships. You'll work directly with the people you serve.
• Room to grow. As the firm expands, so do your responsibilities and opportunities.
• People-first culture. The firm believes great client service starts with treating employees well.

 

FlourishesConsulting is an Equal Opportunity Employer. We do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factor.