About the role
- Lead client calls, present tax returns and strategies to clients
- Prepare accurate tax returns for LLCs and S Corporations
- Collect, organize, and input financial data into tax software
- Assist with onboarding new clients
- Work closely with bookkeeping team for accurate reporting
Requirements
- 5+ years of tax preparation experience, particularly with LLCs and S Corporations
- Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite
- Active CPA License Required
- Must have client-facing experience
- Bachelor's degree in Accounting, Business Administration or related field required
- Supportive and innovative team
- Values continuous learning
- Career progression
- Work-life balance
- Autonomy to excel in roles
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax preparationfinancial data organizationtax return preparationreporting accuracy
Soft skills
client-facing experiencecommunication skillspresentation skillsteam collaboration
Certifications
CPA License