Job Description

Position Overview

We are a small firm offering tax preparation, bookkeeping, payroll processing, and business advisory services to individuals, families, and closely held businesses. We're growing, and we're looking for a CPA who wants to grow with us.

This is not a seasonal staff seat. We want a CPA with an entrepreneurial mindset to help serve our current book of business, bring in new tax clients, and step into a leadership role at the firm. You'll have ownership potential, direct access to the partners, and a voice in how we build the practice.

Responsibilities

• Prepare and review individual (1040), S corporation (1120-S), and partnership (1065) returns, plus trust, estate, and multi-state returns as needed

• Serve as a trusted point of contact for existing clients, with proactive year-round planning, not just filing

• Advise business owners on entity structure, S corp reasonableness and basis, partnership allocations, and tax-saving strategies

• Support accounting, bookkeeping, and payroll clients with clean books, accurate financials, and sound reporting

• Develop new tax and advisory clients through referrals, relationships, and community presence

• Help refine our workflows, review processes, and technology

Qualifications

• 3-5+ years of public accounting and tax preparation experience.

• CPA, EA, or significant progress toward obtaining a CPA or EA designation.

• Experience preparing and reviewing individual and business tax returns.

• Knowledge of GAAP, financial reporting, auditing, and tax regulations

• Experience with tax planning and research.

• Strong accounting and financial statement knowledge.

• Proficiency with tax preparation software, Microsoft Excel, and QuickBooks.

Benefits:

• 401(k)

• 401(k) matching

• Flexible schedule

• Health insurance

• Paid time off

• Retirement plan

• Work from home

Work Location: Hybrid remote