Tax Associate or Tax Senior - CPA or in Progress - (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.