About Us

Our client, is a small, growing CPA firm that focuses solely on tax and advisory. They have a great 12-person team and are known for their client retention rate. They invest in people, relationships, and long-term success for both their clients and their team.

Essential Duties and Responsibilities

• Prepare individual income tax returns (Form 1040)
• Prepare business tax returns (1120S and 1065)
• Maintain and reconcile client books in QuickBooks Online
• Process bank and credit card transactions, payroll, and journal entries
• Communicate with clients regarding missing information and tax questions
• Assist with other accounting and tax tasks as needed

Knowledge, Skills, and Abilities

• Strong attention to detail and organizational skills
• Ability to work independently and meet deadlines
• Excellent communication skills

Education & Experience

• 5+ year experience preparing 1040 tax returns
• 5+ years bookkeeping experience with QuickBooks Online