We are a well-established CPA firm seeking an experienced CPA with 5+ years of public accounting experience to join our team. This is an excellent opportunity for a tax professional who enjoys complex tax work and proactive planning but also values the benefits of a smaller, close-knit firm environment.
We offer reasonable hours outside of tax season, a strong work-life balance, low employee turnover, and a team of long-term professionals who enjoy working together. We value our employees and have worked hard to create a stable, supportive environment where experienced professionals can build long-term careers.
Our client base includes medical practices and other professional service businesses, real estate professionals and investors, business owners, and high-income individuals. The ideal candidate will be comfortable handling complex tax matters, providing year-round tax planning, and developing long-term client relationships.
What You'll Do
- Prepare federal and state tax returns, including Forms 1040, 1041, 1065, 1120, 1120-S, 709 & FinCEN Form 114
- Perform comprehensive individual and business tax planning and projections
- Identify proactive tax-saving strategies for business owners and high-income individuals
- Provide year-round tax and accounting guidance to clients
- Work extensively with clients in the medical, real estate, and professional services industries
- Review client accounting records and financial information for accuracy and tax compliance
- Communicate with the IRS and state taxing authorities as needed, including responding to notices, handling correspondence, and assisting with the resolution of tax matters
- Work directly with clients to resolve tax and accounting issues and assist with tax-related decisions
- Independently manage multiple client engagements and deadlines
- Participate in year-end planning and other tax-related projects
What We're Looking For
- Active CPA license
- 5+ years of public accounting experience
- Strong experience preparing Forms 1040, 1041, 1065, 1120, 1120-S, 709 & FinCEN Form 114
- Significant experience with individual and business tax planning
- Tax and accounting experience with medical practices, real estate, and professional service clients
- Strong QuickBooks and QuickBooks Online experience
- Experience with Thomson Reuters UltraTax CS, Planner CS/Tax Planner, and Fixed Assets CS
- Strong knowledge of federal and state taxation
- Ability to independently manage client relationships, projects, and deadlines
- Strong analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills