Job Description

Job Description

Job Description

Client Overview:

• Local tax and accounting firm serving small businesses and high-net-worth individuals.
• Focus on tailored, expert services to guide clients’ financial decisions.
• Offers a collaborative team environment, excellent work/life balance, and professional growth.

Key Responsibilities:

• Prepare and review various tax returns (e.g., 1040, 1120S, 1065, etc.).
• Review client financial records and prepare financial statements.
• Provide consulting services on accounting and finance matters.
• Use QuickBooks and remote access tools for client work.

What We're Looking For:

• CPA, or in process of obtaining CPA designation, required.
• 6 months-3 years of public accounting experience.
• Expertise in tax returns for individuals, partnerships, and non-profits.
• Experience with QuickBooks, Excel, Word, and tax software.
• Strong attention to detail and client-focused service.

Why Join Us?

• Great work/life balance year-round.
• Supportive work environment with a tax season bonus.
• Opportunities to work with business owners and high-net-worth clients.
• Potential for long-term growth.

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