Our mission is to be a family-focused firm that consistently surpasses expectations for our clients, our team, and our community. Guided by our core values of family, trust, growth, service, and communication, we have fostered a culture where these principles shape every aspect of our work. Our culture is designed to help employees find purpose and meaning in their work.
We proudly stand among the Top 100 Accounting Firms in the U.S. and is recognized on Forbes Americas Best Tax and Accounting Firms list. As a recipient of the Top Workplace, Culture Excellence, and Financial Services Industry awards, we remain dedicated to maintaining an exceptional workplace.
Who You Are
As a Senior Tax Associate, you are a steadfast, accurate, and analytical professional who derives satisfaction from delivering exceptional work. You engage with clients in a courteous and professional manner, embodying our values of superior quality, teamwork, exceptional service, work-life balance, loyalty, and open, transparent communication.
Required Experience and Skills
- Must have 4+ years of recent public accounting experience, including preparation of partnership, corporate, individual, partnerships, S corporations, C corporations, trusts, estates, and non-profits.
- Assist with tax planning, prepare tax projections, and contribute to tax research and decision-making.
- Prepare responses to IRS and state tax notices.
- Bachelor's degree required; Masters degree preferred.
- CPA or CPA eligible preferred but not required.
- Ability to assist with the review of tax returns and prepare more complex tax returns.
- Assume responsibility for the completion of tax returns under the supervision of more experienced staff.
- Excellent attention to detail with strong interpersonal skills.
- Computer knowledge/Lacerte experience is a plus.
- Outstanding written and communication skills.
- Comprehensive understanding of tax law.
- Ability to meet deadlines.
- Flexibility to take on larger workloads during tax season.
Benefits & Perks
- Medical, dental, vision, 401k (with company match).
- Unlimited PTO and paid holidays.
- Flexibility to work from home.
- Paid parental leave for moms and dads (birthing and adoption).
- DEI - A culture of belonging.
- Casual dress.
- Team building - parties, contests, wellness, service projects.
- Training CPE, mentoring, clear path to promotion.
- Cell phones - Phone and data plans 100% covered, add your spouse for $40/month.
- CPA exam - $3,000 bonus and more.
