Jobs · Vermont

Senior Tax Accountant / CPA (Future Partner Track)

Trueline Talent · Essex Junction, VT · 1 mo ago
$80k–$110k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content. We need to parse the posting: It includes: - Intro: Trueline's client... seeking a Senior Tax Accountant / CPA... long-term leadership opportunity... (this could be About the role) - "What You'll Do as the Senior Tax Accountant / CPA:" list of duties (responsibilities) - "Must-Haves as the Senior Tax Accountant / CPA:" list of requirements (maybe Requirements or Qualifications) - "Nice-to-Haves as the Senior Tax Accountant / CPA:" list of nice-to-haves (maybe Skills? Or could be Qualifications? But we can treat as Requirements? Actually Must-Haves are requirements; Nice-to-Haves are preferred qualifications/skills. We could put Must-Haves under Requirements, Nice-to-Haves under Skills or Qualifications. The instruction: Use headings for About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide mapping. We have: - About the role: intro paragraph. - Responsibilities: the "What You'll Do" list. - Requirements: Must-Haves list. - Qualifications: maybe Nice-to-Haves? Or we could combine Must-Haves and Nice-to-Haves under Requirements and Qualifications respectively. - Skills: maybe we could list specific skills like QuickBooks, Excel, tax research, communication, etc. But those are already in Must-Haves. Could split: Must-Haves as Requirements, Nice-to-Haves as Skills. - Benefits: "Our Client Offers:" list includes many items: base salary, bonuses, 401(k), health insurance, PTO, flexible schedule, hybrid, remote plan, overtime banked, relocation assistance, team lunches, culture, work-life balance, location perks. That's benefits and also Pay. Pay: base salary range $80,000-$110,000, performance-based discretionary bonuses, tax season bonus opportunities. So we need a Pay section if posting actually states them. Yes, they state base salary range and bonuses. So we need a Pay section. - Schedule: they mention flexible work schedule, hybrid scheduling, long-term plan for predominantly remote work, reasonable busy-season expectations, tax-season overtime banked as comp time. That's schedule info. So we need a Schedule section. We must not repeat job title as heading. No Job ID etc. We must remove boilerplate: EEO statement at end should be removed. We must not invent or summarize away detail. Preserve all substantive information. We need to output only HTML fragment, no /, no markdown fences. We need to use

for each section heading, then content: either

for prose or

  • for lists. We must not emit a heading followed by filler/placeholder text. So each heading must have substantive content. We need to decide which sections to include: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Possibly all eight if we have content. Let's map: About the role: intro paragraph: "Trueline's client, an established and growing public accounting firm serving businesses and individuals throughout Vermont, is seeking a Senior Tax Accountant / CPA to join their team in Essex Junction. This is a long-term leadership opportunity for an experienced tax professional who wants meaningful client ownership, direct partner mentorship, and a realistic path to future partnership and equity." That's substantive. Responsibilities: list from "What You'll Do as the Senior Tax Accountant / CPA:" bullet points. Requirements: Must-Haves list. Qualifications: maybe Nice-to-Haves list? Or we could treat Nice-to-Haves as Qualifications. Skills: Could we extract specific skills from Must-Haves? But they'd duplicate. Perhaps we can put Must-Haves under Requirements, Nice-to-Haves under Skills, and leave Qualifications empty? But we cannot emit a heading with filler. So we need to decide: either we omit Qualifications if we don't have distinct content, or we put Nice-to-Haves under Qualifications and maybe Skills under something else? Let's see: The posting includes "Must-Haves" and "Nice-to-Haves". Could map Must-Haves to Requirements, Nice-to-Haves to Qualifications. Then Skills could be omitted (or we could combine some skills under Skills but that would duplicate). Better to follow the headings: Requirements for Must-Haves, Qualifications for Nice-to-Haves, and maybe Skills omitted because no separate skill list beyond those. But we need to check if we have any content for Skills separate: The posting includes "Strong knowledge of QuickBooks and QuickBooks Online", "Proficiency with Microsoft Excel", "Strong tax research and problem-solving skills", "Excellent written and verbal communication skills", "Strong client service skills". Those are skills but they are in Must-Haves. If we put Must-Haves under Requirements, we still capture them. If we also create a Skills section, we would duplicate content. The instruction: "Prefer a few substantive sections over many thin ones." So we should avoid duplication. So we likely should not create a separate Skills section if its content is already covered elsewhere. So we will omit Skills heading. Similarly, Benefits: we have "Our Client Offers:" list includes many items. We'll put that under Benefits. Pay: we need to extract base salary range and bonuses. That's part of the "Our Client Offers:" list but we can separate into Pay section. However we must not duplicate content. We could either put all under Benefits, but the instruction says to create Pay section only if posting actually states them. It does state base salary and bonuses. So we should create a Pay section with that specific info, and Benefits section with other benefits (non-pay). That's okay as long as we don't duplicate the same lines. We'll need to parse the "Our Client Offers:" list and split into Pay and Benefits. List from "Our Client Offers:": - Base salary of $80,000-$110,000, depending on experience - Performance-based discretionary bonuses - Tax season bonus opportunities - Genuine path to future partnership and equity ownership - Direct mentorship from experienced partners - Fast-track opportunity into management and leadership - 401(k) plan with a 4% company match - Company-paid employee health insurance premium - Three weeks of paid time off - Flexible work schedule - Hybrid scheduling - Long-term plan for predominantly remote work for CPA staff - Reasonable busy-season expectations - Tax-season overtime banked as comp time - Relocation assistance for qualified candidates - Team lunches and company outings - Collaborative, family-oriented culture - Accessible firm leadership - Strong work-life balance compared with larger public accounting firms - Opportunity to live and work near Burlington, with access to skiing, hiking, lakes, mountains, and year-round outdoor recreation We need to separate Pay: base salary, performance-based discretionary bonuses, tax season bonus opportunities. Possibly also "genuine path to future partnership and equity ownership" could be considered benefit but not pay. We'll keep it in Benefits. Thus Pay section will have those three items. Benefits section will have the rest. Schedule: we have flexible work schedule, hybrid scheduling, long-term plan for predominantly remote work, reasonable busy-season expectations, tax-season overtime banked as comp time. Those are schedule-related. We'll put them under Schedule. Now we need to ensure we don't duplicate: we already used flexible work schedule, hybrid scheduling, long-term plan for predominantly remote work, reasonable busy-season expectations, tax-season overtime banked as comp time in Schedule. So we should remove them from Benefits. Thus Benefits list will exclude those schedule items. Let's list Benefits items after removing schedule items: - Genuine path to future partnership and equity ownership - Direct mentorship from experienced partners - Fast-track opportunity into management and leadership - 401(k) plan with a 4% company match - Company-paid employee health insurance premium - Three weeks of paid time off - Relocation assistance for qualified candidates - Team lunches and company outings - Collaborative, family-oriented culture - Accessible firm leadership - Strong work-life balance compared with larger public accounting firms - Opportunity to live and work near Burlington, with access to skiing, hiking, lakes, mountains, and year-round outdoor recreation Also maybe "genuine path to future partnership and equity ownership" is more like career growth, but okay. Now Requirements (Must-Haves) list: - 2-5 years of public accounting tax experience - Active CPA license or clear eligibility and progress toward licensure - Experience preparing individual tax returns, including Form 1040 - Experience preparing partnership tax returns, including Form 1065 - Experience preparing corporate tax returns, including Forms 1120 and 1120S - Strong knowledge of QuickBooks and QuickBooks Online - Proficiency with Microsoft Excel - Strong tax research and problem-solving skills - Excellent written and verbal communication skills - Strong client service skills - Ability to manage deadlines and multiple client engagements - Interest in building a long-term career with a smaller, collaborative firm - Willingness to work primarily in the office during the first year Nice-to-Haves (Qualifications) list: - Active CPA license (though already mentioned; but it's okay) - Experience reviewing tax returns - UltraTax experience - Experience with tax planning and advisory work - Experience managing direct client relationships - Previous mentoring or team leadership experience - Interest in firm management, succession planning, and future equity ownership - Experience working with closely held businesses and their owners - Familiarity with Vermont and multistate tax matters Note: Active CPA license appears both in Must-Haves (as "Active CPA license or clear eligibility and progress toward licensure") and Nice-to-Haves. Might be duplicate but we can keep as is; it's not invented. Now About the role: we have the intro paragraph. Now we need to output HTML. Structure:

    About the role

    ...

    Responsibilities

    • ...
    • ...

    Requirements

    • ...
    • ...

    Qualifications

    • ...
    • ...

    Benefits

    • ...
    • ...

    Pay

    • Base salary of $80,000-$110,000, depending on experience
    • Performance-based discretionary bonuses
    • Tax season bonus opportunities

    Schedule

    • Flexible work schedule
    • Hybrid scheduling
    • Long-term plan for predominantly remote work for CPA staff
    • Reasonable busy-season expectations
    • Tax-season overtime banked as comp time
    We must ensure we don't include any boilerplate like EEO statement. Check that we haven't missed any substantive info: The intro also mentions "Trueline's client, an established and growing public accounting firm serving businesses and individuals throughout Vermont, is seeking a Senior Tax Accountant / CPA to join their team in Essex Junction. This is a long-term leadership opportunity for an experienced tax professional who wants meaningful client ownership, direct partner mentorship, and a realistic path to future partnership and equity." That's covered. Now check that we haven't omitted any responsibilities: list from "What You'll Do as the Senior Tax Accountant / CPA:" includes: - Prepare federal and state tax returns for individuals, partnerships, S corporations, and C corporations - Review tax returns, supporting schedules, and workpapers for accuracy and completeness - Work directly with business owners and individual clients -

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