We are seeking a (long term) Senior Tax Associate to join our modern digital CPA firm (Part Time, up to 40 hour work weeks)
WHO WE ARE
We are a fun, successful group of tax and accounting professionals who love what we do! A husband/wife team started the firm, both wanting to move away from the stresses and grueling hours of public accounting and corporate life. This new lifestyle supported them as they started their family. They created a culture that supports the same freedoms for their team.
Our practice serves small-midsized businesses, startup companies, and key individuals of those companies. We also have some legacy individual clients (tech, HNW, etc.). We offer tax, accounting, and advisory services to our clients. We care deeply about relationships, knowing that has led to our success.
Our team enjoys our work environment, as we are anything but a traditional accounting firm. We value work/life balance and work hard to take care of our physical and mental states of health. We maintain an office in San Jose, CA, but most of our team is remote. Our diverse team includes human parents, dog parents, hikers, yogis, mountain bikers, readers, coffee/tea lovers, avid board game players, and all-around nice people.
IDEAL CANDIDATE
- Someone who loves working with people and values strong team and client relationships
- Someone who is an excellent communicator
- Someone who is obsessive about detail and quality
- Someone who enjoys working in public accounting, but wants the flexibility and work/life balance not typically offered at a larger firm
- Someone who thrives in a small business environment
- Someone who wants the responsibility of managing client accounts
- Someone who does not want to just punch a time clock, but wants to continue their professional development and wants to impact the growth and improvement of a small business
- Someone who wants to contribute innovative ideas and contribute to the company culture
- Someone who is looking for a long term relationship with a company
THE WORK
The role is accountable for our individual and business clients’ tax needs, including but not limited to the following responsibilities:
- Prepare individual and business tax returns
- Peer review individual and business tax returns and various work
- Research and respond to tax notices
- Assist with tax research
- Assist with tax planning
- Assist with special projects
- Some accounting duties, as needed
REQUIREMENTS
For this role to operate effectively, the following requirements must be met:
- 3+ years of experience in public accounting
- Required Tax Experience: C-Corp, S-Corp, Partnership, and HNW Individuals
- Professional, crystal clear written and verbal communication
- Have a strong, consistent home internet connection and a work environment conducive to video and phone calls
- Have the proven ability to work remotely
- Have demonstrated the ability to quickly adapt to new technologies and software, as well as learn independently as needs come up
Preferred, but not required qualifications include:
- CPA or EA license preferred, or on the track to obtain a license
- Preferred Tax Experience: California state taxes, multi-state apportionment, R&D credit, foreign parent / US sub, PTE tax elections
- Experience with Lacerte Tax software
- Experience with QuickBooks online
- Proficient with Microsoft Office – Excel wizards are more than welcome :)
COMPENSATION + BENEFITS
- Up to 40 hour work weeks Mid-February to April 15th and Mid-August to October 15th and 15-25 hour work weeks throughout the rest of the year
- $40.00 to $55.00/hour, based on experience (paid bi-weekly)
- Tax season bonus
- Flexible schedule
- 401K match (after 1 year of service)
Job Type: Part-time
Pay: $40.00 - $55.00 per hour
Expected hours: 15 – 40 per week
Benefits:
- 401(k) matching
- Flexible schedule
- Work from home
Experience level:
Schedule:
Application Question(s):
- Please describe the type and complexity of the tax returns you have worked on.
- Which U.S. state do you live in?
Experience:
- Accounting: 2 years (Preferred)
- Public accounting: 3 years (Required)
- Tax experience: 3 years (Required)
Work Location: Remote