What are the responsibilities and job description for the Senior Tax Preparer position at Shively, Books & Associates, CPAs, LLC?
We are an established CPA firm based in Fulton, Missouri, serving individuals and businesses throughout Central Missouri. Our firm has built long-standing client relationships by providing responsive, personalized service, maintaining high professional standards, and taking a practical approach to tax and accounting matters.
We are seeking an experienced tax professional who is comfortable working directly with clients and independently handling moderately complex individual and business tax engagements. The ideal candidate will have strong technical tax experience, good professional judgment, and the ability to confidently meet with clients, answer tax questions, identify issues, and follow through on matters requiring additional research.
For the right candidate, this position also offers the opportunity to grow into a tax review, staff mentoring, and leadership role.
Depending on the candidate's experience, capabilities, and long-term career goals, there may also be an opportunity for firm equity in the future.
Responsibilities
- Prepare individual and business income tax returns, including Forms 1040, 1120-S, 1065, and other related returns
- Independently manage assigned client relationships and tax engagements
- Meet directly with clients to gather information, discuss tax matters, answer questions, and explain tax results
- Identify tax issues and planning opportunities and communicate them clearly to clients and firm leadership
- Research federal and state tax issues and document conclusions
- Prepare accurate, organized, and concise tax workpapers
- Review client accounting records and make appropriate tax and adjusting entries
- Work with QuickBooks and client accounting records as necessary to complete tax engagements
- Assist with tax planning and projections throughout the year
- Depending on experience, review tax returns prepared by other staff and assist with staff development
- Assist with financial statement preparation, compilations, and reviews as needed
- Assist with other accounting, tax, and special projects as needed
Preferred Qualifications
- Bachelor's degree in Accounting or a related field
- CPA or EA designation preferred, but not required for a candidate with strong relevant experience
- At least 3–5 years of recent public accounting tax experience; additional experience preferred
- Demonstrated experience preparing individual and business tax returns, including S- corporations and partnerships
- Ability to independently manage client meetings and communicate confidently with business owners and individual taxpayers
- Strong working knowledge of federal and state income taxation
- Strong analytical, organizational, and problem-solving skills
- Proficiency with Microsoft Excel
- Experience with QuickBooks
- Experience with professional tax preparation software preferred
Compensation and Benefits
- $80,000–$100,000 base salary for an experienced candidate, depending on experience, technical ability, and qualifications
- Annual discretionary bonus; historically averaging approximately 7–10% of base salary
- Overtime worked during tax season is compensated through additional pay or comp time
- Employer-paid health insurance
- Employer-paid long-term disability insurance
- HSA employer contribution
- SIMPLE IRA plan with company match
- Paid vacation, increasing with tenure
- Schedule flexibility outside of tax season
- Full-time, in-person position in Fulton, Missouri
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Disability insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Opportunities for advancement
- Paid time off
- Paid training
License/Certification:
- CPA or EA License (Preferred)
Work Location: In person
Salary : $80,000 - $100,000