Careers

Join our team of tax & accounting professionals! Check out our open job positions and apply below!

Individual Income Tax Preparer

This position will be responsible for the preparation and advising of individual income tax returns.

Key Result:

Preparing federal and state income tax returns for individuals.

 
Key Objectives:
  • Knowledge of federal and state income tax laws
  • Providing tax structure knowledge, best practices, and more
  • Advising and recruiting new clients
  • Customer relationship management
  • Participates in business and community functions, and professional, charitable, or civic organizations
 
Key Responsibilities:

You will demonstrate full responsibility for:

  • Tax Returns
    • Prepare and file individual income tax returns
    • Advise clients on withholding, quarterly estimated tax payments, tax strategy, and more
    • Research new tax trends and regulations
  • Customer Service Management
    • Responsive communication with clients
    • Deliverables provided on time
  • Advising
    • Knowledge of potential tax impacts
    • Best practices based on industry
Skills and Abilities:
  • Strong customer relationship skills
  • Responsive
  • Team player
  • Open-minded
  • Driven
  • Resourceful
  • Pays attention to detail
  • Confidential
  • Thorough
  • Reliable
  • Self-starter
 
Qualifications:
  • BA/BS in Accounting
  • 3-5 years of experience in tax accounting field
  • Active PTIN
  • IRS Enrolled Agent or CPA Preferred
  • Knowledge of QuickBooks Desktop Pro and QuickBooks Online Versions Preferred
  • Interest in learning Nonprofit (990) and Trust (1041) returns Preferred
Requirements:
  • Trustworthy and loyal: We deal with clients’ sensitive information on a very deep level. This is the number one priority for all staff.
  • Must be personable and responsible: We display a friendly demeanor that people can count on.
  • Needs to take initiative and be a team player: We all work together to ensure everyone’s success.
  • Make clients feel welcomed and taken care of: Display understanding and empathy for their questions.
  • Exude a fun, youthful energy: If you are stuffy and dated, this is not the place for you.
  • Confident in a professional setting: Defying stereotypes by being very knowledgeable and sure of yourself.
Apply for This Job

Office Administrator

This position will be responsible for the office administrative duties of keeping the office running smoothly.

Key Result:

Provide exceptional customer service to all clients, current and prospective, and execute administrative tasks for all staff.

 
Key Objectives:

Manage and execute the day-to-day operations of keeping a full tax office running smoothly through scheduling, office tasks, and answering questions.

 
Key Responsibilities:

You will demonstrate full responsibility for:

  • Opening and closing procedures
  • Communication with fellow staff and clients
  • Scheduling for up to fifteen staff members
  • Scanning, printing, assembling, and filing
  • Other duties as assigned
 
Skills and Abilities:
  • Answer phone calls and emails
  • Client relationship management
  • Be able to prioritize multiple requests at once
  • Resourceful
  • Confidential
  • Thorough
  • Reliable
 
Qualifications:

1-3 years of experience in administrative roles

 
Requirements:
  • Trustworthy and loyal: We deal with clients’ sensitive information on a very deep level. This is the number one priority for all staff.
  • Must be personable and responsible: We display a friendly demeanor that people can count on.
  • Needs to take initiative and be a team player: We all work together to ensure everyone’s success.
  • Make clients feel welcomed and taken care of: Display understanding and empathy for their questions.
  • Exude a fun, youthful energy: If you are stuffy and dated, this is not the place for you.
  • Confident in a professional setting: Defying stereotypes by being very knowledgeable and sure of yourself.
Apply for This Job

Seasonal Income Tax Preparer (Part Time)

This position will be responsible for the preparation and advising of individual income tax returns.

Key Result:

Preparing federal and state income tax returns for individuals.

 

Key Objectives:
  • Knowledge of federal and state income tax laws
  • Providing tax structure knowledge, best practices, and more

 

Key Responsibilities:

You will demonstrate full responsibility for:

  • Tax Returns
    • Prepare and file individual income tax returns
    • Advise clients on withholding, quarterly estimated tax payments, tax strategy, and more
  • Customer Service Management
    • Responsive communication with clients
    • Deliverables provided on time
  • Advising
    • Knowledge of potential tax impacts
    • Best practices based on industry

 

Skills and Abilities:
  • Strong customer relationship skills
  • Responsive
  • Team player
  • Open-minded
  • Driven
  • Resourceful
  • Pays attention to detail
  • Confidential
  • Thorough
  • Reliable
  • Self-starter

 

Qualifications:
  • BA/BS in Accounting
  • 3-5 years of experience in tax accounting field
  • Active PTIN
  • IRS Enrolled Agent or CPA Preferred

 

Requirements:
  • Trustworthy and loyal: We deal with clients’ sensitive information on a very deep level. This is the number one priority for all staff.
  • Must be personable and responsible: We display a friendly demeanor that people can count on.
  • Needs to take initiative and be a team player: We all work together to ensure everyone’s success.
  • Make clients feel welcomed and taken care of: Display understanding and empathy for their questions.
  • Exude a fun, youthful energy: If you are stuffy and dated, this is not the place for you.
  • Confident in a professional setting: Defying stereotypes by being very knowledgeable and sure of yourself.
Apply for This Job

Senior Accountant

This position will be responsible for the engagement and retention of business accounting clients. Financial statement preparation and overall tax & accounting advising is required.

Key Result:

Accurate, timely, and personable management of business accounting clients.

 
Key Objectives:
  • Reconcile financials, review and analyze financial statements
  • Customer relationship management
  • Providing tax structure knowledge, best practices and more
  • Advising and recruiting new clients
  • Participates in business and community functions, and professional, charitable, or civic organizations
 
Key Responsibilities:

You will demonstrate full responsibility for:

  • Financial Statements
    • Reconciling all accounts in QuickBooks
    • Reviewing and preparing financial statements
  • Customer Service Management
    • Responsive communication with clients
    • Deliverables provided on time
  • Advising
    • Knowledge of business structures and tax impacts
    • Best practices based on industry
    • Engage with potential new clients
 
Skills and Abilities:
  • Work with QuickBooks Desktop Pro and QuickBooks Online versions
  • Strong customer relationship skills
  • Responsive
  • Hospitable
  • Team player
  • Open-minded
  • Driven
  • Resourceful
  • Attention to detail
  • Confidentiality
  • Thoroughness
  • Reliable
  • Self-starter
 
Qualifications:
  • BA/BS in Accounting
  • 3-5 years of experience in tax accounting field
  • CPA Preferred
 
Requirements:
  • Trustworthy and loyal: We deal with clients’ sensitive information on a very deep level. This is the number one priority for all staff.
  • Must be personable and responsible: We display a friendly demeanor that people can count on.
  • Needs to take initiative and be a team player: We all work together to ensure everyone’s success.
  • Make clients feel welcomed and taken care of: Display understanding and empathy for their questions.
  • Exude a fun, youthful energy: If you are stuffy and dated, this is not the place for you.
  • Confident in a professional setting: Defying stereotypes by being very knowledgeable and sure of yourself.
Apply for This Job

Tax Scanner

This position will be responsible for the accurate and timely scanning of tax documents.

Key Result:

Provide exceptional attention to detail to all projects, and execute administrative tasks for all staff.

 
Key Objectives:

Manage and execute the day-to-day operations of scanning tax documents.

 
Key Responsibilities:

You will demonstrate full responsibility for:

  • Scanning tax documents, naming files, and distributing appropriately
  • Printing, assembling, and filing
  • Other duties as assigned
 
Skills and Abilities:
  • Attention to detail
  • Resourceful
  • Trustworthy
  • Thorough
  • Reliable
 
Qualifications:

1-3 years of experience in administrative roles

 
Requirements:
  • Trustworthy and loyal: We deal with clients’ sensitive information on a very deep level. This is the number one priority for all staff.
  • Must be personable and responsible: We display a friendly demeanor that people can count on.
  • Needs to take initiative and be a team player: We all work together to ensure everyone’s success.
  • Make clients feel welcomed and taken care of: Display understanding and empathy for their questions.
  • Exude a fun, youthful energy: If you are stuffy and dated, this is not the place for you.
  • Confident in a professional setting: Defying stereotypes by being very knowledgeable and sure of yourself.
 
Compensation:

This is an hourly position beginning at $15/hour.

 
Schedule:

Hours may vary based on current day work load. Estimated 3 hours daily scheduled around school schedule.

Apply for This Job

Interested in joining the team?

Fill out the form below with your résumé and cover letter attached. If we think you’re a good fit, you’ll be hearing from us soon!