What are the responsibilities and job description for the Sr. Tax Associate/Tax Team Lead position at Conscious Accounting?
Who We Are
Conscious Accounting (formerly Butler-Davis) is a modern, people-first advisory firm redefining how small business owners experience accounting and tax. With 15 team members and growing, we specialize in proactive client accounting services, tax strategy, planning, and support that help entrepreneurs keep more of what they earn. We lead with innovation, care, and collaboration—without the grind of traditional firms.
Our Core Values: CRIIT-R
Competence · Relationship-Driven Client Experience · Integrity · Innovation · Teamwork · Respect
Mission: To help entrepreneurs engineer their best lives by operating financially fit businesses.
What You’ll Be Doing
As a Tax Associate or Team Lead, you’ll manage a client portfolio, guide tax strategy and compliance, and lead junior team members in delivering excellent service. You’ll be the go-to for client questions, technical accuracy, and collaborative tax planning.
Your day might include:
- Preparing and reviewing 1040s, including Schedule Cs and Schedule Es
- Handling 1120s and 1065s for a variety of industries
- Leading and mentoring team members to hit delivery milestones
- Coordinating tax planning conversations and client touchpoints
- Researching tax code updates and applying them to client situations
- Communicating directly with clients and providing responsive, thoughtful guidance
- Reviewing work prepared by other team members and ensuring technical accuracy
- Managing timelines and task flow using Accelo and our integrated tech stack
Our Ideal Candidate Has:
- 5 years of tax experience (public accounting or small firm)
- 3 years of experience reviewing tax returns and leading teams
- Strong working knowledge of UltraTax preferred (but not required)
- CPA or EA preferred—but we’ll consider rockstars without the credential
- Excellent communication and leadership skills
- Enjoys working remotely with a collaborative team
- Strong time management and a love of continuous learning
What Makes This Role Great:
- Fully remote with flexible scheduling (must be available during some core hours in ET)
- No billable hours—we focus on client impact, not timesheets
- Salary up to $110,000 depending on experience
- Full health, dental, and vision benefits
- Up to 20 days PTO 9 holidays “You Choose the Day” holiday
- Paid quarterly volunteer day
- Real path for growth into management and advisory leadership roles
How to Apply – Phase 1 (Screening):
Submit a 4-minute (max) Loom video answering the questions below:
- What are your career goals?
- What are you really good at professionally?
- What are you not good at or not interested in doing professionally?
- How would your last two bosses rate your performance on a scale of 1–3 and why?
Password-protect the video using: theone
Send the link to: selina@wfogen.com
Subject Line: Tax - Video Screening Submission
Salary : $110,000