Tax Associate

Direct message the job poster from WiseHR Group

Job Location - This position is an in office position with hybrid potential over time.

The Company

Our client is a locally owned public accounting firm serving select businesses and individuals. Their approach to client service has depended on building long term relationships with a comprehensive understanding of their client’s financial picture to best understand their goals and objectives.

The firm focuses on tax planning/preparation services for high net worth individuals, local businesses, estates, trusts, and foundations. They strive to achieve exceptional results for their clients by providing an unrivaled experience. Recruiting and retaining the best talent is key to achieving these results. On their behalf, we are seeking a talented individual, who shares this passion, and would complement their working environment.

We are seeking a full time CPA or CPA candidate with two or more years of related experience to join their team.

• Tax Compliance and planning for high net worth clients
• Preparation/review of federal, state, and local tax returns

• CPA or CPA candidate
• Pro Systems tax software experience
• Quick Books software experience
• RIA Checkpoint tax research software experience
• 2 or more years related experience
• Experience in Microsoft Office applications
• Strong oral and written communication skills
• Well organized and detail oriented

Compensation package is flexible and will be commensurate with experience. The package will include generous benefits and profit sharing.

• Reasonable hours from proper engagement planning
• Profit sharing
• Unlimited upside potential
• To be treated as a professional
• Extensive client contact
• AICPA tax training track
• Tax season bonuses

• Perform as a career professional
• Regular office hours
• Train, mentor, and help others

Associate

Full-time

Accounting/Auditing

Accounting and Business Consulting and Services

• Medical insurance
• Vision insurance
• 401(k)