What are the responsibilities and job description for the Tax Preparer/Staff Associate - CPA Firm. position at SJLD MANAGEMENT LLC?
Job Title: Staff Associate
Company: SJLD Mgmt. (Scalco Johnson Leahy & Dudek, CPAs PLLC)
Location: Austin, TX 78735
Job Type: Full-time
Work Location: In person (On-site)
About SJLD Management (Scalco Johnson Leahy & Dudek, CPAs PLLC):
SJLD is a small CPA firm located in Southwest Austin that provides expert financial and tax services to a diverse clientele. We offer comprehensive health benefits, a competitive compensation package, paid time off, and a collaborative work environment. Our team is committed to maintaining a positive company culture that values inclusivity, open communication, and professional development.
Job Description:
As a Staff Associate at SJLD, you will play a crucial role in providing tailored financial and tax solutions to our clients. Your responsibilities will include preparing complex business and personal tax returns, offering consulting services on a range of tax and accounting matters, and performing compilation, review, or audit work as needed. This position requires the ability to work independently, meet deadlines, and maintain a high level of attention to detail. You will have the opportunity to develop innovative work methods and provide exceptional customer service to our clients.
Key Responsibilities:
Preparation of complex business and personal tax returns
Consulting on various tax and accounting issues
Occasional compilation, review, or audit work
Utilization of professional tax software, including Ultra Tax
Adherence to professional standards of attest work
Proficiency with technology and software programs such as QuickBooks, Adobe, and Office 365
Learning and adapting to new programs and technologies quickly
Interaction with clients by phone and email, with excellent communication skills
Translating complex financial information into understandable language for clients
Qualifications:
Bachelor’s degree in accounting (advanced degree is a plus)
CPA or candidate
2 years of general tax experience preferred
Experience with QuickBooks and other small business accounting software
Experience as a controller or bookkeeper for a small business is a significant advantage
Tax preparation and consulting experience with various entities (C Corps, S Corps, Partnerships, LLC’s, Individuals, and Nonprofits)
Excellent research and project management skills
Strong interpersonal and customer service skills
Strong attention to detail
Ideal Candidate Attributes:
Ability to manage multiple tasks and data effectively
Proactive self-starter
Willingness to pursue ongoing professional development
High integrity and honesty
Sense of humor
Strong work ethic
Open-minded and inclusive
Gracious and friendly
What You Will Deliver:
Solutions: Solve client needs with your problem-solving skills
Motivation: Encourage individuals to improve their financial future
Peace of Mind: Earn the trust of clients with integrity, accountability, and effective time and data management
Impact You Can Make:
Bring new ideas from your ongoing professional development back to the organization
Sustain and enhance our positive company culture
Contribute to shaping our company strategy by providing honest and constructive feedback
Benefits:
401(k)
401(k) matching
Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Bonus compensation
If you are a motivated, detail-oriented individual with a passion for solving financial challenges and delivering exceptional client service, we encourage you to apply for the Staff Associate position at SJLD.