Description
1. Position Overview
We are single-office local CPA firm seeking an experienced Senior Accountant specializing in Tax with exposure to Audit. This role is designed for a motivated professional ready to transition from technical execution into a leadership position. You will receive direct mentorship to take over client relationships, review junior staff work, and fast-track your path to partnership.
2. Core Responsibilities
Tax Preparation & Planning: Handle complex individual, corporate, trust and partnership returns. Primarily a tax practice.
Team Leadership: Train, mentor, and review the work of junior staff members.
Client Advisory: Act as a primary point of contact for our clients.
Hiring Advantages for a Local Firm
True Work-Life Balance: Very busy for a couple of months to April 15th of every year but the rest of the year has off-season schedule flexibility.
Path to Ownership: We encourage promotion to becoming a partner from existing employees.
Broad Skillset: Although some specialization occurs in our practice, we have a variety of client work that leads a staff member to becoming a well-rounded advisor.
Software: Lacerte, QuickBooks, Doc.It (paperless system) and others.
Hybrid/remote work policy: Flexible based on productivity measurement but first year would be primarily in-house for training purposes.
Industries and client base: Real estate, construction, high net worth individuals, tax-exempt organization.
Requirements
Qualifications
Experience: 5 years or more of recent public accounting experience (heavy tax, light audit).
Credentials: CPA license strongly preferred (or actively pursuing and close to completion).
Skills: Strong communication skills to effectively mentor staff and advise clients.
