Tax Associate or Tax Senior - CPA or in Progress - (DM895864)

Join our CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers: Excellent work/life balance Significant growth and upside potential Opportunity for client interaction and relationship-building. In this position you must live within 45 minutes from the office to be able to attend meetings, classes and meet with clients 5% of the time. Details Build relationships with small business clients, prepare and review returns, assisting on all business matters including tax, accounting, and other business situations as needed. Bachelor in Accounting or related field 3 to 5 years of

recent public accounting experience Prepare tax returns for individual, corporate, and fiduciary clients Senior level - Review assigned tax returns for proper data entry and tax compliance Proactively develop solutions for tax issues Perform tax planning Perform some accounting work Maintain and improve client relationships Skilled at interacting with clients through whatever method the client prefers (email, phone, and Zoom) CPA required or in progress by having at least one CPA exam completed Must live within 45 minutes of Raleigh, NC Tech Stack: Ultra Tax - full TR Suite (Practice Management. Fixed Asset Module) QBO Medical - 100% company paid for Employee Dental - firm pays 50% Vision 100% LTD 100% Flex spending acct 401k after a year. Safe Harbor - 5% First 3% is safe harbor. Additional 2% is company contribution Great work/life balance. Reasonable busy season up to 50 hours Small firm > good opportunity for growth.

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