Accounting, Certified Public Accountant (CPA), Customer Relations, Data Entry, Develop and Maintain Customers, Fiduciary, Fixed Asset Management, Public Accounting, Small Business, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns
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.
Requirements
- 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
Benefits
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.