Junior & Senior Tax Accountant

Tax Accountant (CPA Firm)

MUST HAVE:

• 25+ years of INCOME TAX PREPARATION experience WITH A CPA FIRM (NON-NEGOTIABLE)
• Strong hands-on experience with Lacerte (MANDATORY profiles without this will be rejected)
• Bachelor's Degree in Accounting
• Experience preparing multiple return types: 1040, 1065, 1120, 1120S, 1041
• Stable work history (NO JOB HOPPERS)
• Candidate must be local to Tulsa, OK (within 40 miles) OR open to relocation (only if highly reliable)
• Must be open to ONSITE work + FACE-TO-FACE interview

Core Responsibilities:

• Prepare federal and state income tax returns for:
  • Individuals (1040)
  • Partnerships (1065)
  • Corporations (1120 / 1120S)
  • Trusts (1041)
• Prepare and maintain accurate tax workpapers
• Ensure accuracy, compliance, and timely submission of all filings
• Handle multiple client engagements across industries
• Maintain high standards of quality and attention to detail

Technical Skills Required:

• Lacerte (MUST HAVE PRIMARY TOOL)
• QuickBooks
• Sage 50 Accounting
• Microsoft Excel

Work Environment & Client Details:

• Established CPA firm with:
  • 3 Partners
  • 9 Professional Staff
  • 4 Administrative Staff (including Office Manager)
• Client industries include:
  • Real Estate
  • Medical
  • Restaurants
  • Attorneys
  • Oil & Gas
• Work includes Individual, Corporate, Partnership, Trust, and Non-Profit returns
• No audit work 100% tax-focused role

Compensation & Benefits:

• Competitive salary + annual bonus potential
• Health, Dental, Life & Disability Insurance
• 401(k) + Profit Sharing (~5% company contribution historically)
• Paid covered valet parking
• Paid Time Off + Holidays
• Flexible work schedule (based on performance)
• Minimal overtime (typically not exceeding ~55 hours during peak season)
• Flex Spending Plan

Ideal Candidate Profile Tax Accountant (CPA Firm)

1. 25+ years hands-on income tax preparation experience in a CPA firm (MANDATORY)
2. Strong experience preparing 1040, 1065, 1120, 1120S, 1041 returns
3. Expert-level usage of Lacerte (NON-NEGOTIABLE)
4. Working knowledge of QuickBooks and Sage 50 Accounting
5. Solid Excel skills for tax workpapers and data handling
6. Bachelor's degree in Accounting (CPA not required but a plus)
7. Currently working or recently worked in a public accounting / CPA firm environment
8. Proven ability to handle multiple client engagements simultaneously
9. Strong understanding of federal and state tax compliance
10. Experience preparing accurate and audit-ready tax workpapers
11. High attention to detail with zero-error mindset
12. Stable career history (no frequent job changes)
13. Experience working with clients from Real Estate, Medical, Restaurants, Legal, Oil & Gas preferred
14. Comfortable working in a fast-paced tax season environment
15. Able to meet deadlines with minimal supervision
16. Strong communication skills with internal teams and clients
17. Must be local to Tulsa, OK (within 40 miles) or open to relocation (if highly reliable)
18. Fully committed to onsite work (no remote / no hybrid expectation)
19. Willing to attend face-to-face final interview
20. Can provide verified professional references at submission stage