What are the responsibilities and job description for the Tax Accountant (2+ yr exp req) position at Tramel CPA Group, PLLC?
Tax & Bookkeeping Accountant
Location: Smithville, TN
Job Type: Full-Time
Experience Level: Mid-Level to Senior
About Tramel CPA Group PLLC
Tramel CPA Group PLLC is a growing public accounting firm serving individuals and small businesses throughout Tennessee. We pride ourselves on providing proactive tax planning, accurate accounting services, and responsive client support. We are seeking a motivated accounting professional who enjoys both bookkeeping and tax work and wants to build long-term relationships with clients.
Position Summary
We are seeking a detail-oriented Tax & Bookkeeping Accountant to join our team. This position combines bookkeeping, accounting, tax preparation, and client advisory services. The ideal candidate is comfortable managing multiple client engagements, cleaning up accounting records, preparing business and individual tax returns, and communicating directly with clients.
This is an excellent opportunity for someone who enjoys variety, values accuracy, and wants to grow within a modern CPA firm that embraces technology and continuous learning.
Primary ResponsibilitiesTax Services
- Prepare federal and state income tax returns for individuals, partnerships, S corporations, and C corporations.
- Prepare and review Forms 1040, 1065, 1120-S, and 1120.
- Assist with tax planning and quarterly estimated tax calculations.
- Research tax issues and identify planning opportunities for clients.
- Respond to IRS and state tax notices.
- Organize tax workpapers and maintain accurate client files.
Bookkeeping & Accounting
- Maintain bookkeeping for multiple business clients using QuickBooks Online and QuickBooks Desktop.
- Reconcile bank accounts, credit cards, loans, and balance sheet accounts.
- Record journal entries and prepare month-end and year-end adjusting entries.
- Prepare monthly financial statements and management reports.
- Perform bookkeeping cleanup projects and ensure client records are tax-ready.
- Assist clients with accounting questions and best practices.
Client Service
- Communicate professionally with clients by phone, email, and video meetings.
- Request information needed to complete accounting and tax engagements.
- Explain bookkeeping adjustments and tax matters in a clear, understandable manner.
- Build long-term client relationships through exceptional service.
QualificationsRequired
- Bachelor’s degree in Accounting or related field.
- Minimum of 3 years of accounting or tax/bookkeeping experience.
- Strong experience with QuickBooks Online and QuickBooks Desktop.
- Experience preparing business and individual income tax returns.
- Excellent organizational and time management skills.
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to manage multiple deadlines during tax season.
Preferred
- Accounting Degree
- Active CPA license or Enrolled Agent (EA) designation.
- Experience using UltraTax CS.
- Experience with practice management software.
- Payroll and sales tax experience.
- Experience reviewing bookkeeping work prepared by others.
Technology Used
- UltraTax CS
- QuickBooks Online
- QuickBooks Desktop
- Canopy
- GruntWorx
- Microsoft Office 365
Benefits
- Competitive salary based on experience.
- Paid vacation and holidays.
- Health insurance.
- Retirement plan with employer contribution.
- Continuing Professional Education (CPE) reimbursement.
- Professional licensing reimbursement.
- Flexible scheduling during the off-season.
- Supportive team environment with opportunities for advancement.
Why Join Tramel CPA Group PLLC?
We believe in developing long-term relationships with both our clients and our employees. You’ll work with a collaborative team, gain exposure to a wide variety of industries, and have opportunities to expand your technical knowledge while making a meaningful impact on the success of our clients.
Qualified candidates are encouraged to submit a resume and a brief cover letter describing their accounting and tax experience.
Benefits:
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid sick time
- Paid time off
- Retirement plan
Education:
- Bachelor's (Preferred)
Experience:
- Tax: 2 years (Required)
License/Certification:
- CPA (Preferred)
Work Location: In person