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About the role
Key responsibilities & impact- Prepare federal and state tax returns across a variety of entity types, including 1040, 1041, 1065, 1120S, 1120, and 990.
- Organize and review client tax documents for accuracy and completeness; identify and resolve discrepancies before they reach the preparer.
- Assist with data cleanup and workpaper preparation using Excel.
- Learn and actively use our automation tools to support compliance workflows and reduce manual entry.
- Keep client data organized and filing-ready so the senior team can move fast.
Requirements
What you’ll need- Currently enrolled in (or recently graduated from) a Bachelor's or Master's program in Accounting
- Clear intent to sit for the CPA exam and obtain licensure
- Comfortable learning new software quickly; proficient in Excel and Adobe Acrobat
- Strong attention to detail with consistent follow-through on recurring tasks
- Full-time availability Monday–Friday during standard business hours; no competing job or academic commitments during working hours
- Familiarity with QuickBooks Online (QBO) or professional tax software such as CCH Axcess
Benefits
Comp & perks- Hands-on tax experience in a rapidly growing startup environment.
- Direct mentorship from experienced CPAs and industry professionals.
- Exposure to the latest tax technology tools and automated workflows.
- Potential for future full-time opportunities based on performance and business needs.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Tax Return PreparationData CleanupWorkpaper PreparationAttention To DetailTax Compliance
Soft Skills
Strong Follow-ThroughOrganizational Skills
Certifications
CPA Exam Intent