Tax Preparer/Staff Associate - CPA Firm.

SJLD MANAGEMENT LLC

Tax Preparer/Staff Associate - CPA Firm.

austin, TX
Full Time
Paid
  • Responsibilities

    Job Title: Staff Associate

    Company: SJLD Mgmt. (Scalco Johnson Leahy & Dudek, CPAs PLLC)

    Location: Austin, TX 78735

    Job Type: Full-time

    Work Location: In person (On-site)

    About SJLD Management (Scalco Johnson Leahy & Dudek, CPAs PLLC):

    SJLD is a small CPA firm located in Southwest Austin that provides expert financial and tax services to a diverse clientele. We offer comprehensive health benefits, a competitive compensation package, paid time off, and a collaborative work environment. Our team is committed to maintaining a positive company culture that values inclusivity, open communication, and professional development.

    Job Description:

    As a Staff Associate at SJLD, you will play a crucial role in providing tailored financial and tax solutions to our clients. Your responsibilities will include preparing complex business and personal tax returns, offering consulting services on a range of tax and accounting matters, and performing compilation, review, or audit work as needed. This position requires the ability to work independently, meet deadlines, and maintain a high level of attention to detail. You will have the opportunity to develop innovative work methods and provide exceptional customer service to our clients.

    Key Responsibilities:

    Preparation of complex business and personal tax returns

    Consulting on various tax and accounting issues

    Occasional compilation, review, or audit work

    Utilization of professional tax software, including Ultra Tax

    Adherence to professional standards of attest work

    Proficiency with technology and software programs such as QuickBooks, Adobe, and Office 365

    Learning and adapting to new programs and technologies quickly

    Interaction with clients by phone and email, with excellent communication skills

    Translating complex financial information into understandable language for clients

    Qualifications:

    Bachelor’s degree in accounting (advanced degree is a plus)

    CPA or candidate

    2+ years of general tax experience preferred

    Experience with QuickBooks and other small business accounting software

    Experience as a controller or bookkeeper for a small business is a significant advantage

    Tax preparation and consulting experience with various entities (C Corps, S Corps, Partnerships, LLC’s, Individuals, and Nonprofits)

    Excellent research and project management skills

    Strong interpersonal and customer service skills

    Strong attention to detail

    Ideal Candidate Attributes:

    Ability to manage multiple tasks and data effectively

    Proactive self-starter

    Willingness to pursue ongoing professional development

    High integrity and honesty

    Sense of humor

    Strong work ethic

    Open-minded and inclusive

    Gracious and friendly

    What You Will Deliver:

    Solutions: Solve client needs with your problem-solving skills

    Motivation: Encourage individuals to improve their financial future

    Peace of Mind: Earn the trust of clients with integrity, accountability, and effective time and data management

    Impact You Can Make:

    Bring new ideas from your ongoing professional development back to the organization

    Sustain and enhance our positive company culture

    Contribute to shaping our company strategy by providing honest and constructive feedback

    Benefits:

    401(k)

    401(k) matching

    Health insurance

    Dental insurance

    Vision insurance

    Life insurance

    Paid time off

    Bonus compensation

    If you are a motivated, detail-oriented individual with a passion for solving financial challenges and delivering exceptional client service, we encourage you to apply for the Staff Associate position at SJLD.