Benefits:

Free food & snacks

Opportunity for advancement

Training & development

Benefits/Perks

Potential full-time opportunity for the right candidate

Hourly to start, but salary option may be available after review period

Health benefits for full-time

Retirement plan available

Job Summary

We are seeking an experienced Tax and Accounting Professional to join our team this tax season. In this role, you will prepare clients’ tax filings and help with bookkeeping needs. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Responsibilities

Assist CPA staff by organizing client information into workpapers

Prepare first draft of tax returns for individuals, businesses, non-profits, etc.

Analyze income statements, previous tax returns, and other financial records to determine taxable income

Make appropriate adjustments to client ledgers as needed

Provide bookkeeping services for clients as needed

Communicate with clients in professional manner

Qualifications

Bachelor’s degree in accounting or a related field preferred

Recent CPA licensing or CPA candidate preferred but not required.

Valid Preparer Tax Identification Number (PTIN)

Previous experience as a Tax Professional

Knowledge of federal and state tax laws

Skilled in Microsoft Excel and accounting software (QuickBooks, Wave Xero, etc.)

Excellent mathematical and analytical skills

Strong verbal and written communication skills