Senior Tax Preparer/Bookkeeper

About the Role

Robert Half is partnering with a well-established local CPA firm seeking a Senior Tax Preparer / Bookkeeper to join its growing team on a permanent basis. This role is ideal for an experienced tax professional who enjoys working directly with small business and individual clients while handling a blend of tax preparation, bookkeeping, and general accounting responsibilities. The firm serves a diverse client base consisting primarily of individuals and small businesses and offers a collaborative environment with strong work-life balance initiatives.

Responsibilities

• Prepare individual, business, partnership, and corporate tax returns.
• Maintain client bookkeeping records and perform account reconciliations.
• Support month-end and year-end accounting processes for small business clients.
• Prepare financial statements and related reports.
• Assist clients with payroll, sales tax, and other routine accounting matters.
• Review financial records for accuracy and identify potential tax planning opportunities.
• Communicate directly with clients regarding tax and bookkeeping questions.
• Utilize QuickBooks and ProSeries to manage client engagements and tax filings.
• Support additional accounting and advisory projects based on experience level.

Why Consider This Opportunity

• Established CPA firm with a loyal client base.
• Flexible hiring approach based on experience level.
• Open to experienced tax preparers, EAs, CPAs, and accounting professionals with strong tax backgrounds.
• Summer half-day Fridays and extended holiday weekends.

Benefits

• Medical, dental, and vision insurance.
• Paid time off (PTO).
• Company-paid long-term disability.
• Simple IRA plan.

Pay

Salary Range: $80,000 - $110,000 base salary, with ability to flex up or down depending on experience. Additional bonus opportunities potentially available for senior-level professionals.

Qualifications

• Experience preparing tax returns for individuals and small businesses.
• Bookkeeping and general accounting experience required.
• Familiarity with QuickBooks and tax preparation software preferred.
• Ability to work independently and manage multiple client engagements.
• Strong attention to detail and organizational skills.
• CPA, EA, public accounting experience, or equivalent tax preparation background is a plus but not required.

Ideal Backgrounds

• Senior Tax Preparer
• Tax Accountant
• Staff or Senior Accountant with tax experience
• Bookkeeper with significant tax preparation responsibilities
• Enrolled Agent (EA)
• CPA
• Career Tax Professional