Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Benefits/Perks

Careers Advancement Opportunities

Competitive Compensation

401K Match

Health/Vision/Dental Insurance

Job Summary

We are seeking a knowledgeable CPA/Tax Professional to join our team. In this role, you will prepare clients’ tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Responsibilities

Conduct initial meetings with potential clients to discuss the services offered and estimates of cost

Educate clients on the tax submission process

Analyze income statements, previous tax returns, and other financial records to determine taxable income

Provide sound advice to clients on minimizing their tax obligations

File taxes in an accurate and timely manner

Communicate with tax authorities when necessary

Qualifications

Bachelor’s degree in accounting or a related field

Valid Preparer Tax Identification Number (PTIN)

5+ years of experience as a Tax Professional

Experience with CCH Access software preferred

Knowledge of federal and state tax laws

Skilled in Microsoft Excel and accounting software

Excellent mathematical and analytical skills

Strong verbal and written communication skills