CPA/Senior Tax Preparer

Dental insurance

• Health insurance
• Beebout, Williams & Olds CPAs is a growing, tech-forward, and mission-driven public accounting firm serving individuals and a range of businesses. Building a team culture of critical and analytical thinking with a growth mindset
• Our tax practice runs on pods: small teams led by a Tax Manager, senior associates and associates, including members of our global team, each serving a defined group of clients. You produce the work clients count on, you're the first line of quality, and you're the person associates learn from day to day.

This is the role where you grow from preparing returns into shaping them: planning ideas, research, client relationships, and mentoring. One thing to know up front: every technical role at BW&O is on a path to licensure, and stepping into the manager track requires a CPA or EA. We'll back you — exam fees reimbursed, bonus when you pass — but you'll have a real timeline, not a someday plan.

Individual, S corporation, partnership, exempt organizations, and trust returns, prepared accurately and ahead of deadline, with workpapers your reviewer can trust and compliance risk minimized.

• Interpret financial data, monitor client trends, and flag tax planning and optimization opportunities for your manager and clients. Dig into changes in tax legislation and what they mean for clients, contribute to research projects, and help draft responses to the IRS and other tax authorities.
• Be the first stop for associate’s questions and help them build their compliance and strategy instincts.
• Manage concurrent deadlines and shifting priorities in Karbon, and hit internal firm deadlines (time entry, billing) without being chased. By day 60: Take on more complex returns, complete your first research project or tax authority response draft, and start fielding questions from junior preparers.
• You're building the review and leadership skills that point toward the manager track
• You've begun first-pass reviews of associate-prepared returns — the first concrete step on the manager track

You prioritize a fast-paced, varied workload and keep concurrent, shifting deadlines moving without dropping anything.

• Bachelor's degree, preferably in accounting or finance
• 3-5 years of experience providing tax compliance and consulting services in public accounting, or an appropriate balance of education and work experience
• Eligible to sit for the CPA exam and actively working toward a CPA or EA license
• Strong understanding of accounting and tax rules
• Available to work evenings and weekends during peak tax season on an as-needed basis

Bonus points

• CPA license, EA, or law license
• Advanced degree in tax or accounting
• Intuit Lacerte tax software experience
• Experience with any of the following: affordable housing, Low Income Housing Tax Credits (LIHTC), HUD, real estate and developers, partnerships, housing authorities, exempt organizations, trusts, or high-net-worth individuals and family groups.

At BW&O CPAs, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. Hybrid schedule anchored to our El Dorado Hills, CA office

• Non-Exempt classification with paid overtime during peak season.
• Paid time off, holidays, and comprehensive benefits including healthcare, dental, vision, and IRA with employer match
• Still finishing your CPA or EA? Exam fees reimbursed, plus a bonus when you pass
• A pod structure that gives you real ownership early, with a visible path toward review and management

com with the subject line "Senior Tax Associate - [Your Name]". In your note, tell us the types of returns you prepare and give us a specific example of a tax issue you researched and how you resolved it. Video interview with our COO and Owner. Second interview with our COO, Owner, and tax managers. Flexible work from home options available.