Tax Associate or Tax Senior - CPA or in Progress - Hybrid - (DM895864

Overview

Join our CPA firm client in a well rounded tax focused role.

• Excellent work/life balance
• Significant growth and upside potential
• Opportunity for client interaction and relationship-building

In this position you must live within 45 minutes from the office to be able to attend meetings, classes and meet with clients 5% of the time.

Build relationships with small business clients, prepare and review returns, assisting on all business matters including tax, accounting, and other business situations as needed.

• Bachelor in Accounting or related field
• 3 to 5 years of recent public accounting experience
• Prepare tax returns for individual, corporate, and fiduciary clients
• Senior level – Review assigned tax returns for proper data entry and tax compliance
• Proactively develop solutions for tax issues
• Perform tax planning
• Perform some accounting work
• Maintain and improve client relationships
• Skilled at interacting with clients through whatever method the client prefers (email, phone, and Zoom)
• CPA required or in progress by having at least one CPA exam completed
• Must live within 45 minutes of Raleigh, NC

• Ultra Tax - full TR Suite (Practice Management, Fixed Asset Module)
• QBO

Medical – 100% company paid for Employee

Dental – firm pays 50%

Vision – 100%

LTD – 100%

Flexible spending account

401k after a year. Safe Harbor – 5%. First 3% is safe harbor. Additional 2% is company contribution.

Great work/life balance.

Reasonable busy season up to 50 hours.

Small firm > good opportunity for growth.