Tax Associate or Tax Senior - CPA or in Progress - Hybrid - (DM895864)
Join our CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers:
- 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. Details 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
Tech Stack:
- 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% Flex spending acct 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. Apply tot his job Apply To this Job