Accounting and Tax Clerk

Job Description

Job Description

About the Role

Carl Dupree & Associates is seeking a detail-driven Accounting & Tax Associate to manage day-to-day bookkeeping, payroll administration, and tax preparation for our portfolio of small business owners and individual clients.

Unlike conventional public accounting firms that demand 60–80 hour workweeks during the spring, our firm is built around predictable, sustainable hours. You will handle core compliance and advisory support within an environment that explicitly protects your personal time—including a four-day workweek for eight months of the year.

Note: This role is structured for an early-to-mid-career professional. We are an independent, non-CPA tax and accounting practice and cannot accommodate Senior/Manager-level CPA compensation expectations.

Schedule & Work-Life Balance

Our practice operates on an annual 1,800-hour model designed to eliminate tax-season burnout:

• Tax Season (January – April): Monday – Friday, 8:30 AM – 5:00 PM (40 hours/week; minimal to no overtime required)
• Off-Season (May – December): Monday – Thursday, 8:30 AM – 5:00 PM (32 hours/week; every Friday off )
• Predictability: Firm-wide commitment to manageable client volumes and standard business hours year-round.

Key Responsibilities

• Full-Charge Bookkeeping: Maintain general ledgers, record journal entries, and perform monthly bank, credit card, and balance sheet reconciliations across multiple client entities.
• Tax Compliance & Filing: Prepare accurate federal and state returns for individuals and small businesses (1040, 1120, 1120-S, 1065) adhering to federal, state, and local statutes.
• Payroll Processing: Administer scheduled multi-client payroll runs, ensure proper federal/state withholdings, and prepare quarterly and year-end compliance reports.
• Client Advisory & Service: Act as a responsive day-to-day point of contact for routine accounting questions, documentation requests, and financial review calls.

Qualifications

• Experience: Verifiable hands-on experience covering multi-client bookkeeping, small business payroll, and tax return preparation (prior public accounting or independent tax practice experience preferred).
• Software: Proven proficiency with the Thomson Reuters CS Professional Suite (UltraTax CS, Accounting CS, FileCabinet CS, Fixed Assets CS) or equivalent professional tax preparation platforms (e.g., Lacerte, ProConnect, Drake), alongside intermediate-to-advanced Microsoft Excel skills.
• Credentials: Active Enrolled Agent (EA) status or active pursuit of EA certification is a distinct advantage. An active CPA is not required.
• Core Skills: Sound grasp of cash and accrual accounting adjustments; high ethical standards handling confidential client financial data; self-directed workflow management with multi-client deadlines.

Long-Term Opportunity & Ownership Track

This position carries the potential for future equity ownership and succession within the firm.

To maintain clear alignment and eliminate conflicts of interest, candidates operating an existing independent tax/bookkeeping practice must be prepared to transition their existing client base into the firm. We cannot accommodate employees maintaining separate side practices.

Company Description

Independent Accounting & Tax Practice (Non-CPA Environment)

Company Description

Independent Accounting & Tax Practice (Non-CPA Environment)