We are a growing CPA firm currently seeking candidates to provide support to managers and principals which includes assisting with tax planning, preparing compiled financial statements, small business accounting, and researching technical tax issues. Individuals in this position will need to demonstrate an understanding of, and effectively use current tax and accounting software applications when completing engagements, special projects, and prioritizing workflow and managing multiple deadlines within the required time constraints. Our forward-thinking and flexible culture will allow you to learn and grow in your career.

You want to work with us because:

• CarlsonSV is a growing firm providing various accounting and audit services to clients in the Midwest and beyond. We are looking for a dynamic individual who values leadership, integrity, teamwork, and a healthy work life balance.
• We believe if you are a high performer, the sky is the limit. You create your own career path. With multiple locations, we have the ability to collaborate and network which opens the door for you to find your specific niche within our firm.
• The primary office location for this position will be based in Osceola, WI with hybrid work options available after six months of employment.

What type of work would you do:

• Prepare individual and business tax returns
• Assist with tax planning
• Understand and effectively use current tax and accounting software applications in completion of engagements
• Ensure all client deliverables (financials, reports, tax filings, etc.) are completed in an accurate, professional, and timely manner
• Prepare compiled financial statements
• Work as an effective team member to complete project components and assignment tasks with principals, managers and staff
• Research technical tax issues as needed
• Build working relationships at peer and client level
• Seek to gain knowledge of client businesses
• Effectively document work and pay close attention to detail
• Demonstrate an active interest in the business world by keeping updated with market trends and business developments

You are the right fit if:

• You have a Bachelor’s Degree in Accounting or related field
• You have a minimum of three years of relevant work experience with public accounting experience preferred
• You have experience with accounting software systems (e.g. QuickBooks, Thomson Reuters products) and are proficient in MS Office Suite (Excel, Word, and Outlook)
• You proactively demonstrate a willingness to learn and attain greater knowledge
• You are analytical and can logically work through challenges when given the tools to succeed
• You possess strong communication skills and have the ability to effectively communicate with clients as well as internal staff
• You have strong technical, analytical, and organizational skills
• You have the ability to meet deadlines and handle pressure in a positive, professional manner

In addition, we prefer if you also have the following:

• CPA license or in process to obtain CPA license

• QuickBooks Certified

Physical Requirements:

• Ability to lift up to 20 pounds; stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly.

Benefits Offered:

CarlsonSV is an established, growing, full-service CPA firm that provides proactive and innovative financial solutions to help individuals and businesses advance confidently into the future!

We offer competitive compensation and profit sharing, excellent opportunities for professional development and flexible schedule options to allow for work/life balance.

Our generous benefits package also includes:

• Medical (80% covered by employer), dental, and vision
• FSA HSA options ( Employer contribution $1500 individual / $2500 for family)
• Employer provided life insurance, short term disability, and long term disability
• 401(k) with 4% match
• PTO (3 weeks year 1, increasing with years of service (available as earned monthly)
• 11 paid holidays

Come grow with us - apply online today!