CPA Senior Tax & Accounting

Job Description

Job Description

Clarity. Trust. Right Way.

Join a firm dedicated to serving individuals and businesses with excellence, professionalism, and integrity. We provide comprehensive accounting and tax services, and we are seeking an experienced, disciplined, and service-minded CPA with a minimum of five years of high-level public accounting and tax experience to work directly alongside the CPA/owners of our accounting and tax firm. This role is ideal for someone who values meaningful professional relationships, strives for personal and professional growth, and brings both skill and character to their work.

About the Position

This opportunity is ideal for an experienced CPA who is looking for more than a production-focused role and wants to become an integral part of a smaller professional accounting and tax practice. Expectations include collaboration with the owners, staff accountants, accounting associates and clients. This position will also require working closely with the current sole CPA & co-owner who will be gradually transitioning into retirement over the next couple of years. It is essential that this new team member aligns with our shared values and work culture to ensure a strong, long-standing working relationship.

Responsibilities

• Prepare and review individual, business, partnership, S-corporation, and corporate tax returns
• Provide tax planning, tax projection and tax consulting services to clients
• Research and resolve federal and state tax issues
• Stay current with changes in federal and state tax laws and regulations
• Work directly with clients and staff to answer tax and accounting questions
• Assist the CPA/owner with complex tax matters and client projects
• Communicate with clients regarding tax filings, deadlines, and planning opportunities
• Maintain accurate, organized workpapers and documentation (both digital and physical)
• Review financial statements and accounting records as needed
• Work with staff accountants to ensure the accuracy of deliverables to clients
• Contribute to client rapport
• Contribute to the continued growth and efficiency of the firm

Qualifications

• Active CPA license required
• Minimum of 5 years of tax preparation and advanced accounting experience
• Strong knowledge of individual and business taxation
• Experience with Forms 1040, 1120, 1120-S, and 1065
• Excellent analytical, organizational, and problem-solving skills
• Strong written and verbal communication skills
• Ability to work independently, collaborate closely with the firm owners and staff
• Strong attention to detail and commitment to client service
• Pleasant, professional demeanor
• Proficiency with tax preparation and QBO accounting software
• Experience with Pro Series tax software is advantageous

What We Offer

• Opportunity to work directly alongside an experienced (35 yrs) CPA
• Opportunity for advancement in company
• A professional, collaborative, and client-focused work environment
• A work culture that values a work-life balance
• Meaningful client relationships and varied tax and accounting work
• Opportunity for professional growth and increased responsibility
• Competitive compensation based on experience and qualifications
• Profit sharing and bonuses based on performance

If you are an experienced CPA who holds value in providing high-quality tax and accounting services and enjoys working in an environment grounded in clarity, trust and doing things the right way, we would love to hear from you. Please submit your resume and a cover letter.