Staff Accountant & Tax Associate

We are seeking a dedicated, detail-oriented Staff Accountant & Tax Associate who wants to grow their career with us.

We are seeking a dedicated, detail-oriented Staff Accountant & Tax Associate who wants to grow their career with us. In this role, you will handle the day-to-day financial operations for our business clients-including bookkeeping, payroll, and sales tax. You will also have the opportunity to expand your skills by preparing tax returns and assisting with high-level advisory services, such as budgeting and cash flow analysis.

• Bookkeeping & Payroll (Primary Focus):
• Manage weekly and monthly bookkeeping for multiple clients (bank feeds, reconciliations, categorization).
• Process full-cycle payroll, including new hire setup and benefit changes.
• Manage Accounts Payable (A/P) and Accounts Receivable (A/R) as needed.
• File monthly/quarterly Sales Tax returns.
• Tax Preparation & Compliance:
• Prepare drafts of annual tax returns for businesses (1065, 1120S) and individuals (1040) for review by the Managing Partner.
• Assist in running quarterly tax projections and organizing client tax data.
• Financial Reporting & "CFO" Support:
• Prepare monthly financial statements (Balance Sheet, P&L) and ensure general ledgers are clean.
• Assist in the creation of annual budgets and "Budget vs. Actual" reports.
• Help compile data for cash flow forecasts and annual tax plans.

• Experience:
  
  2-4 years of experience in bookkeeping or public accounting.
• Tech Stack:
  Proficiency in Quick Books Online is required. Experience with tax software (e.g., Drake, Ultra Tax, Pro Connect) is a major plus.
• Tax Knowledge:
  Basic understanding of tax forms; we will train you on the complex planning strategies.
• Mindset:
  You must be willing to do the "small stuff" (data entry/payroll) with the same attention to detail as the "big stuff" (tax returns).

• Mentorship:
  You will work directly with firm leadership and learn how to perform high-level CFO advisory and complex tax planning.
• Growth:
  We promote from within. This is a perfect role for a bookkeeper ready to become a full-stack accountant.

At company, we are deeply committed to the growth and success of our teams, as well as providing exceptional service to our current and future clients. Our commitment is rooted in our distinct vision, the values we uphold, and the unique experience we deliver.