Senior Tax Accountant/Tax Preparer

About Davies Allen, PC

Davies Allen, PC, is a firm with a clear mission: to empower entrepreneurs and businesses to achieve financial mastery, moving beyond mere compliance. We operate not just as accountants, but as proactive strategists, genuine partners in growth, and relentless problem-solvers.
A foundational principle at Davies Allen is the prioritization of people. The firm is built upon authentic relationships, where strategies are developed with clients throughout the year to enable proactive decision-making, thereby shaping their financial future rather than reacting to past events.

The Role

Tired of Accountant roles that feel like glorified paper-pushing? Good. That sentiment is shared by Davies Allen, PC, and this is not that job. This is not merely a transactional position focused on compliance, but a pivotal advisory function that directly contributes to client financial well-being and the firm's growth. We are not seeking someone merely to "do tasks." We are looking for an individual who "gets stuff done" and actively makes things happen as a direct result of their actions. If constant hand-holding is a requirement, this role is not suitable. In this role, you will ensure clients' financial well-being and compliance, optimize their tax positions, and empower them to make proactive financial decisions. This position is not about simply checking boxes; it is about driving tangible impact.

Location: In Office- Salt Lake City, Utah

Schedule: Monday- Friday 8:00 AM - 5:00 PM MST. These hours will change during peak season.

Key Responsibilities

The responsibilities for this role are designed to ensure clients' financial well-being and compliance.

Tax Preparation & Compliance

• Return Preparation: Prepare and review federal and state individual, corporate, and partnership tax returns.  


• Accuracy & Timeliness: Ensure accurate and timely filing in compliance with federal, state, and local regulations.  


• Audit Support: Assist with audits and respond to tax authority inquiries.  


• Financial Analysis: Analyze financial documents, identify deductions and credits, and review complex financial data to identify compliance issues.  

Proactive Tax Planning & Advisory

• Strategic Planning: Develop and implement tax planning strategies to minimize current and future tax liabilities for clients.  


• Research & Recommendations: Research complex tax issues and legislation to provide informed recommendations and prepare tax planning and projection projects.  


• Proactive Decision-Making: Strategize throughout the year to help clients make proactive financial decisions, shaping their financial future rather than reacting to past events.  

Client Relationship Management

• Primary Contact: Serve as a primary point of contact for client inquiries, fostering open and clear communication.  


• Service Expansion: Proactively identify opportunities to provide additional services to clients, expanding the firm's involvement.  


• Relationship Building: Build and maintain strong, trusting, long-term client relationships, enhancing client satisfaction and retention, and driving referrals.  

Research & Continuous Learning

• Industry Knowledge: Stay current with evolving tax laws, regulations, and industry best practices.  


• Professional Development: Participate in ongoing professional development opportunities, including webinars, workshops, and conferences.  


• Knowledge Sharing: Share knowledge and insights within the team, contributing to a culture of continuous improvement.

Qualifications

• Experience: 3-5 years of progressive tax preparation experience, including individual, corporate, and partnership returns.  


• Education: Bachelor's Degree in Accounting, Finance, or a related field.  


• Certifications: CPA designation preferred but not required. Enrolled Agent (EA) status is also considered a significant asset.

Benefits

• Comprehensive health insurance


• 401K with employer match


• Paid Time Off (PTO) and paid holidays


• Business Casual attire


• Flexible work options: in-office with work from home opportunities

Why Join Davies Allen CPA’s?

• Work Life Balance


• Supportive Environment: Mentorship and professional growth opportunities


• Inclusive Culture: Diverse and inclusive workplace where everyone feels valued


• Building something awesome with us. We are a growing firm looking for candidates with the same values, passions and goals. 


• Transparency: We build a customized career path with every employee and provide actionable feedback and data via a customized employee dashboard and monthly KPIs with management. 

How to Apply

• Apply Online:
  Submit your resume and cover letter to either the job posting or on our company website.