We’re looking for an experienced tax & accounting professional to join our team! We are a boutique CPA firm with great clients, a fun and friendly environment, and constantly focused on making our work and service top quality. We love, care, and are proud of what we do. And we’re looking for the right person to join our team!

This position may be a good fit for you if you are:

· Organized and detailed – Do you naturally like keeping track of things? Do you get energized when work speeds up a bit and you need to juggle things and prioritize without dropping the ball? Do you always check your work even when you're busy? When there’s down time do you know how to keep focused and work through your to dos?

· Small team attitude – Do you thrive wearing several hats to get the job done and helping your team? Are you only focused on your own to do list or can you shift priorities to benefit our overall goals?

· Self-directed – We are a team where every member is important, and we all have important roles. Are you able to recognize your end goal and work towards it? Do you like being able to work independently and take ownership of your work and also come together as a team when your piece fits in?

· Problem-solver – Do you like figuring out things, solving problems, and checking things off your list? Can you also ask for help when you should? And do you know when you should ask for help or try a bit more to find an answer?

· Value flexibility and recognition – Do you value having a flexible schedule and being recognized for your contributions? We are a small team. It’s very important that everyone pulls their weight so we can all enjoy the benefits of being part of a great team. We recognize that everyone has a life outside of work. This is where communication and working as a team enables our firm to succeed. We work together efficiently and closely to support flexibility of schedule, workload, and each other.

· Mentor – Would you like to train or manage other professional staff? Do you feel proud when others on your team grow and succeed? Do you like working with people as well as crunching numbers?

· Organized, Progressive, and Adaptive - Do you like the feeling of a clean desk, no papers in sight, can you sit down with a client without having to move stacks of paper around on the floor? We utilize up to date software and procedures to make our lives easier and to provide a better level of service to our clients. This is something that we analyze several times a year with a goal to constantly improve.

Job Duties:

Bookkeeping/Accounting

· Reconciling cash, bank & credit card accounts and revenues

· Making monthly adjustments as needed

· Creating journal entries for all accounts, including fixed assets

· Adjusting journal entries

· Preparing monthly and quarterly financial statements

· Preparing sales and use tax return

· Payroll reconciliation

· Experience in QuickBooks Desktop, QBO, and Xero a plus

Tax Preparation

· Organizing source documents

· Setting up workpapers and notes

· Initial input or review of tax returns depending on the complexity of the return

· Following our checklists and workpapers to help with return preparation and review

· Must be detail oriented, because we work as a team and will often need to pick up something someone else started

· Experience in Lacerte, QBO, and excel a plus

Qualifications:

· 5 years of progressive tax and accounting experience

· Active CPA or EA license

· Strong computer skills and comfortable learning new programs

· Ability to multi-task and work independently

· Good communication, writing, analytical, and problem-solving skills

· Required to pass a background check.

Opportunities & Benefits:

· Part to full-time opportunity

· Paid vacation-leave

· 401K & Profit Sharing Plan