Job Description

You will be a tax preparer for a growing CPA firm.

We use a team approach, so you will be working with a team of accountants / CPAs on the team. The role will be preparing 1120 & 1040 Tax Returns and communicating with clients.

We focus heavily on entrepreneurial businesses, so you will likely prepare the return for the business and the business owner.

MUST HAVE:

• Experience with 1120/1040 Tax Return preparation, review and/or filing, including WTB's
• Experience with UltraTax, QuickBooks Desktop and/or QuickBooks Online
• Basic understanding of accounting and business
• Able to work under pressure and/or switch hats midstream to address customer needs
• Sense of urgency - when customer calls or emails, they want response quickly (and accurately)
• Great communication skills internally and externally
• Working with a Team - you will be on a team of 3 - 5 people.

ABOUT US:

Our Core Focus: Helping business owners achieve their goals of financial freedom.

Our Niche: Open minded business owners willing to make investments in their growth.

Our Core Values:

1. Learning and improving constantly - you will be given at least 1 book per month to read or audio book (some recent topics: business / finance / leadership).

2. Look beyond the numbers - we don't just plug in the numbers, we look for trends and discuss goals with customers to determine if they are on the right path.

3. Find a way and own the outcome - when we make a recommendation, we see through it that the customer is able to implement it and many times walk through them how to get it done.

4. Communicate so there is no confusion - we communicate internally and with clients via phone / email / CRM and have regular short meetings (less than 10 min) to make sure everyone on the same page

Job Types: Full-time, Part-time