EA / CPA

Duties

• Personal, business, non-profit & estate/trust income tax return preparation
• Aid in tax return review
• Bookkeeping for a few clients
• Develop working relationships with clients via various means
• Support other internal team members as needed
• Assist the tax team by gathering and distributing tax documentation
• Be prepared to work extra hours during tax season (up to 70 hours per week)

Qualifications

• CPA, CPA Candidate, or EA credential
• Pass a background check
• At least 2 years of 1040 preparation experience
• Experience with 1065 and 1120S returns and/or QuickBooks or payroll reporting a plus
• Experience with Drake Tax a plus
• Experience with paperless systems a plus