We are seeking a dedicated, detail-oriented Staff Accountant & Tax Associate who wants to grow their career with us.
Position Overview:
We are seeking a dedicated, detail-oriented Staff Accountant & Tax Associate who wants to grow their career with us. In this role, you will handle the day-to-day financial operations for our business clients—including bookkeeping, payroll, and sales tax. You will also have the opportunity to expand your skills by preparing tax returns and assisting with high-level advisory services, such as budgeting and cash flow analysis.
Key Responsibilities:
• Bookkeeping & Payroll (Primary Focus):
• Manage weekly and monthly bookkeeping for multiple clients (bank feeds, reconciliations, categorization).
• Process full-cycle payroll, including new hire setup and benefit changes.
• Manage Accounts Payable (A/P) and Accounts Receivable (A/R) as needed.
• File monthly/quarterly Sales Tax returns.
• Tax Preparation & Compliance:
• Prepare drafts of annual tax returns for businesses (1065, 1120S) and individuals (1040) for review by the Managing Partner.
• Assist in running quarterly tax projections and organizing client tax data.
• Financial Reporting & "CFO" Support:
• Prepare monthly financial statements (Balance Sheet, P&L) and ensure general ledgers are clean.
• Assist in the creation of annual budgets and "Budget vs. Actual" reports.
• Help compile data for cash flow forecasts and annual tax plans.
Qualifications:
• Experience: 2–4 years of experience in bookkeeping or public accounting.
• Tech Stack: Proficiency in QuickBooks Online is required. Experience with tax software (e.g., Drake, UltraTax, ProConnect) is a major plus.
• Tax Knowledge: Basic understanding of tax forms; we will train you on the complex planning strategies.
• Mindset: You must be willing to do the "small stuff" (data entry/payroll) with the same attention to detail as the "big stuff" (tax returns).
Why Join Us?
• Mentorship: You will work directly with firm leadership and learn how to perform high-level CFO advisory and complex tax planning.
• Growth: We promote from within. This is a perfect role for a bookkeeper ready to become a full-stack accountant.
$45,000 - $55,000 per year