Experienced Accountant – CPA Firm

Full-Time | Pay Based on Experience

We’re Looking for an Experienced Accountant

We are seeking an experienced Accountant to join our CPA firm. This is not an entry-level position. We are looking for a professional who can confidently handle both accounting/bookkeeping and individual and business tax preparation.

This position also involves regular face-to-face meetings with clients, so the ability to communicate professionally and confidently is essential.

REQUIRED EXPERIENCE

Applicants must have:

2–3 years of accounting and bookkeeping experience
2–3 years of tax preparation experience
Experience preparing both personal and business tax returns
Strong understanding of accounting principles and financial statements
Experience with reconciliations, general ledger, and financial reporting
Ability to manage multiple clients and deadlines
Strong attention to detail and accuracy
Excellent communication and organizational skills
Ability to work independently and take ownership of assigned work
UltraTax CS experience is a plus
CPA firm/public accounting experience is strongly preferred
Comfortable meeting and communicating face-to-face with clients

What You’ll Do

Prepare individual and business tax returns
Perform bookkeeping and accounting services
Reconcile bank, credit card, and other accounts
Prepare and review financial statements
Meet face-to-face with individual and business clients to discuss their accounting, bookkeeping, and tax needs
Communicate with clients to obtain information and resolve questions
Explain accounting and tax information clearly and professionally
Identify and communicate accounting and tax issues
Maintain accurate and organized client records
Meet firm and client deadlines
Assist with tax planning and other accounting projects
Build and maintain strong professional relationships with clients

What We Expect

We have high expectations for this position. The right candidate will:

Take ownership and responsibility for their work
Be highly organized and detail-oriented
Work efficiently with minimal supervision
Be proactive and willing to find solutions
Maintain a high level of accuracy
Communicate professionally with clients and coworkers
Be dependable and committed to meeting deadlines
Be comfortable representing the firm during face-to-face client meetings
Be willing to learn and take on additional responsibilities
Maintain confidentiality when handling sensitive client information

Professional client interaction is an essential part of this position. The successful candidate must be comfortable meeting with clients face to face, asking questions, gathering financial information, discussing tax and accounting matters, and representing the firm in a professional manner.

TAX SEASON

Extended hours are required during tax season. Candidates must be willing and able to work additional hours when necessary to meet client and filing deadlines.

A Great Fit for This Position

This position is ideal for an experienced accounting professional who enjoys working with both accounting and tax clients, is comfortable working directly with people, and wants to be an important part of a CPA firm.

We are looking for someone who can prepare the work accurately, communicate confidently with clients, and take ownership of their responsibilities.

If you don't have at least 2–3 years of both accounting/bookkeeping experience AND tax preparation experience, this position may not be the right fit.

To Apply: Please submit your resume and include your experience with individual and business tax preparation, accounting/bookkeeping, client interaction, and the tax/accounting software you have used.

Pay: $24.00 - $40.00 per hour

Expected hours: No less than 40.0 per week

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

How would you describe your comfort level communicating directly with clients about financial and tax matters?
How many years of experience do you have preparing individual tax returns?
How many years of experience do you have preparing business tax returns?
How many years of professional accounting/bookkeeping experience do you have?

Work Location: In person

Job description