CPA/Senior Tax Preparer

There’s a big difference between knowing your clients and knowing their tax returns.
At this firm, you’ll work with individuals, families and privately held businesses, getting involved in the wider picture rather than being boxed into one particular area of tax. There is trust and estate work here, so previous experience in that area is important, but it certainly won’t be all you do.

The firm has been around for almost 100 years and has no intention of selling or taking private equity investment. You can either bank those hours and use them as additional vacation or take the cash payout at the end of the year.

There’s no expectation to bring a book of business, but if you do help grow the firm, you actually share in the value you’ve created.

Day to day, you’ll work across individual and business tax, alongside trusts and estates, with a mix of preparation and review depending on your experience. You’ll work directly with high net worth clients and, importantly, be involved in planning and conversations with their other advisers rather than spending all of your time purely on compliance.

They’d like someone who already has some trust and estate tax experience alongside a good individual tax background. Business tax experience would be useful too, although they’re not expecting you to walk through the door knowing absolutely everything. A CPA is preferred, and there’s support available if you’re still working towards it.

They do value having people together in the office because of the way they train and develop their team, but they’re pragmatic when life happens, and flexibility is needed.

If you like tax but don’t particularly fancy spending the next ten years becoming known as the person who only does one type of return, this could be a good middle ground.

We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn't align perfectly, please do still apply. If this position isn't quite right, it's highly likely we'll have other public accounting positions that could be a good fit for you.