Senior Associate - Tax Services

Founder's CPA; Chicago (IL); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Work from home

Office in Chicago

Profit sharing

Autonomy

Career growth

Diverse clients

Job summary

Founder's CPA in Chicago seeks a tax professional to provide tax services for startups, preparing and reviewing corporate, partnership, s-corp, and individual returns. The ideal candidate combines a degree in accounting or finance with 2+ years of client service tax experience, strong attention to detail, independence, and a passion to learn new systems.

We offer work-life balance, flexibility to work from home or in our Chicago office, competitive compensation, benefits, and opportunities to

Qualifications

• Bachelor’s degree in accounting, finance, or similar field.
• 2+ years in a client service tax role.
• Keen attention to detail and organizational skills.
• Natural curiosity and a strong desire to learn new skills.
• Ability to work independently and manage multiple tasks efficiently.
• Gathers and analyzes information skillfully.
• Professionalism and commitment to exceptional communication and client service.
• Tech-savvy and able to quickly learn new systems.
• Experience with QuickBooks Online, ProConnect, CCH Axcess preferred.
• Experience with cryptocurrency tax topics is a plus.
• CPA is preferred but not required.
• Experience in tax research using Bloomberg research tools is a plus.

Responsibilities

• Preparation & review of corporate 1120 tax returns
• Preparation & review of partnership 1065 tax returns
• Preparation & review of s-corporation 1120S tax returns
• Preparation & review of individual 1040 tax returns & Schedule C
• Calculating gains & losses for cryptocurrency mining, staking, trading, and DeFi transactions for both individuals and companies
• R&D tax credit studies & calculations
• Tax research and planning projects (i.e. state tax nexus studies, notice resolution)

Skills

Attention to detail

Organizational skills

Curiosity

Independent worker

Client service

Communication

Tech-savvy

Cryptocurrency tax topics

Education

Bachelor’s degree in accounting, finance, or similar field

CPA preferred but not required

Tools

QuickBooks Online

ProConnect

CCH Axcess

Bloomberg research tools

Job description

Founder’s CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome “old school” approach to accounting and offer a modern approach that improves the client experience. This approach enables us to provide deeper and more meaningful value in our role as a trusted advisor.

We’re looking for curious team members who share our values (see below) to join the team!

What We Value

We value diversity and the unique perspectives and strengths each team member brings to our firm. Together, we work in alignment with our 5 core values:

• #FIOTA (Figure it out then ask) - By embracing an entrepreneurial mindset, you can exhibit a natural curiosity to develop answers to questions and understand why one way could be better than another.
• Authentic Relationships - Care deeply for others, but be willing to challenge them directly to be the best version of themselves, while also embracing constructive feedback as an opportunity to grow.
• Accountability - Produce a product that you're proud of, but know your own limitations. Trust in your coworkers' abilities and the reliability of others.
• Teach Others to Fish - Share knowledge while being a thoughtful communicator. Be patient, understanding, and aware that everyone may not be as capable as you are.
• Thoughtful Communication - Communication should strive to be appropriately delivered, timely, thorough, and solutions-focused.

What You’ll Do

As a valued member of our team, you will be tasked with providing tax services to our client base. Duties will include, but are not limited to:

• Preparation & review of corporate 1120 tax returns
• Preparation & review of partnership 1065 tax returns
• Preparation & review of s-corporation 1120S tax returns
• Preparation & review of individual 1040 tax returns & Schedule C
• Calculating gains & losses for cryptocurrency mining, staking, trading, and DeFi transactions for both individuals and companies
• R&D tax credit studies & calculations
• Tax research and planning projects (i.e. state tax nexus studies, notice resolution)

Who You Are

The ideal candidate exhibits the following skills and/or characteristics:

• Bachelor’s degree in accounting, finance, or similar field
• 2+ years in a client service tax role
• Keen attention to detail and organizational skills
• Natural curiosity and a strong desire to learn new skills
• Ability to work independently and manage multiple tasks efficiently
• Gathers and analyzes information skillfully
• Professionalism and commitment to exceptional communication and client service
• Tech-savvy and able to quickly learn new systems
• Experience with Quickbooks Online, ProConnect, CCH Axcess strongly preferred
• Experience with cryptocurrency tax topics is a plus
• CPA is preferred but not required
• Experience in tax research using Bloomberg research tools is a plus

A perk we like to highlight is work life balance. We recognize this is an industry with a reputation for spending long hours at the office, and we try to do things a little differently. Firstly, we encourage our team to work from where they work best, whether that be at home or in our Chicago office. While we may request in office meetings from time to time, we encourage our team to control where and how they work. Additionally, we strive to provide each team member with a reasonable workload. Based on internal surveys, during the off-season, employees typicaly work an average 40 hours per week. We recognize that balance shifts during busy seasons, and while dedication is crucial, we strive to maintain a healthy equilibrium. Even during peak periods, employees typicaly average 50-55 hours per week. We believe that a harmonious work-life balance not only enhances individual satisfaction but also contributes to a thriving and motivated workforce.

Other perks include:

• Competitive compensation and benefits package, including profit sharing bonuses
• Autonomy of work and ability to grow quickly within the company
• A company culture that places emphasis on individual career goals
• Opportunity to work on a variety of innovative clients in emerging industries

Compensation

This position is for immediate hire, paid commensurate with the candidate's experience. Our target range for the role is 100k-120k. The position also includes benefit offerings such as medical, dental, vision, short- and long-term disability, and commuter benefits.

Other

Founder's CPA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.