Tired of the long hours and grind of Big 4 or larger CPA firms? Looking for a smaller, very established, professional CPA firm that offers flexibility and a great family and team-oriented environment?

Immediate opening for an experienced Tax Associate to join a well-established CPA firm in Lafayette, CA. Requires SurePrep software experience. This is a regular, year round employee position with employee benefits package - but, the company is also open to a tax season position while they continue searching for a long term employee. The Tax Associate is responsible for providing tax planning, tax preparation, consulting, and compliance expertise. This position requires a highly organized individual with strong initiative that can complete multiple projects in a deadline driven environment. The mix is approximately 75% individual, and 25% corporate tax returns.

You will initially work onsite at the office (parking available and/or located 5-minute walk from BART) to get familiar with clients and processes, but will have a hybrid partial remote/partial office option in the future. Advancement to partnership ownership opportunity is also available in future, if of interest.

MUST BE A CURRENT, LOCAL RESIDENT WITHIN DAILY COMMUTE DISTANCE (relocation assistance not offered)

NO CURRENT OR FUTURE VISA SPONSORSHIP IS AVAILABLE; MUST HAVE PERMANENT UNRESTRICTED AUTHORIZATION

Founded in 1999, the firm has 5 employees (CPAs, office manager and Principal.) This local accounting firm is committed to providing quality tax and accounting services, and has long lasting relationships with clients and within the team. A healthy work/life balance is embraced! Tax season hours are typically 50-60 hours/week, but in non-tax seasons most of the staff choose to work around 30 hours week (but can be full time if desired.)

Key Qualifications:

• CPA or EA certification, or significant experience in lieu of certification
• Minimum full 2 years public accounting relevant income tax preparation experience - individuals, partnerships, corporate
• Experience with Sure Prep software
• Familiarity with CCH ProSystem / Axcess software a plus
• Strong knowledge of Microsoft Office software
• Strong knowledge of bookkeeping and financial statements
• Familiarity with QuickBooks desktop and online
• Must have impeccable integrity and have references to support that.
• ·Strong interpersonal and communication skills

Key Responsibilities:

• Prepare individual, fiduciary, and business tax returns, adhering to quality standards
• Conduct tax research to solve client challenges and identity tax planning opportunities
• Maintain communications with clients to develop longstanding business relationships, manage expectations, and ensure deadlines are met
• Review client bookkeeping

Benefits include

• Competitive annual salary, depending on experience
• Generous retirement plan: 10-15% annual SEP-IRA contribution after first year of service
• Medical (Kaiser) and Dental (Humana) Insurance fully paid for employee
• 10 annual PTO days, with escalation over years of service – plus 10 annual Holidays
• Maternity / Paternity benefits

TO APPLY:

Please respond today with your resume. We are a recruiting search firm, exclusively representing this position.

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Experience level:

• 2 years

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Lafayette, CA 94549: Reliably commute or planning to relocate before starting work (Required)

Experience:

• public accounting Tax: 2 years (Preferred)
• Sure Prep software: 1 year (Preferred)

Work Location: One location