Senior Tax Associate

Crisler CPA, PLLC; Brentwood (TN); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Base and incentive compensation

Medical, dental and vision coverage

401(k) plan with company match

Paid time off and holidays

Flexible work schedules/locations

Hybrid/remote work policy

Job summary

Crisler CPA in Tennessee is seeking a Senior Tax Associate to handle tax engagements for individuals and businesses, supervise junior staff, and coordinate with accounting and administrative personnel.

This in-office role offers a path toward greater responsibility, with the possibility to work remotely 1–2 days per week after an introductory period, and requires strong client service skills and CPA credentials or eligibility.

Qualifications

• Bachelor’s Degree required.
• Licensed CPA or exam-eligible CPA-candidate strongly preferred.
• Minimum 4 years of recent tax return preparation or review experience required.
• CPA firm experience a strong plus.
• Proficient with QuickBooks (Desktop & Online) and Microsoft Office.
• Great attention to detail, sound communication and analytical skills and the ability to advise your team and clients on services and solutions.

Responsibilities

• Assist with gathering information from clients, completing assignments and coordinating with preparers and managers.
• Monitor and report on assigned engagements' status and maintain open lines of communication with clients and supervisors regarding services.
• Set and attend appointments with clients and assemble information to prepare or arrange for the preparation of federal, state and local returns.
• Prepare and review federal, state and local tax returns and answer tax-related questions for clients with managing tax personnel.
• Maintain control of time and charges for accurate billing, and participate in pricing and billing client services.
• Work independently, make decisions on ordinary tax return matters and produce valuable work for clients and colleagues.

Skills

Attention to detail

Communication

Analytical skills

Client advisory

Education

Bachelor’s Degree

Tools

QuickBooks

Microsoft Office

Job description

Crisler CPA, a Tennessee tax and accounting services provider with offices in Hendersonville and Brentwood, is looking for a skilled and motivated Senior Tax Associate. This is primarily an in-office position, then after an introductory period, has the potential to work remotely 1 to 2 days a week.

In this position, your main areas of focus are tax engagements for the firm’s individual and business clients, supervising junior tax staff, and coordinating with accounting and administrative personnel. With your background, you add value for tax assignments that are complex, and you continuously and pro-actively participate in process improvement initiatives.

You also participate in tax advisory services to clients, mainly through gathering relevant information, performing research and drafting memoranda.

You’ll have regular client contact, which means good client service skills are required, including the willingness and ability to recognize and respond to opportunities to provide expanded or new services to clients. You report to one of Crisler’s Project Managers.

Your Responsibilities

• You assist with gathering information from clients, completing assignments and coordinating with preparers and managers.
• You monitor and report on assigned engagements' status and maintain open lines of communication with clients and supervisors regarding services.
• You set and attend appointments with clients and assemble information to prepare or arrange for the preparation of federal, state and local returns.
• You prepare and review federal, state and local tax returns and answer tax-related questions for clients together with managing tax personnel. You work diligently to resolve questions regarding the appropriate treatment of routine to moderately complex tax return matters.
• In order for the firm to produce accurate billing, you maintain control of time and charges, and you participate in pricing and billing client services.
• You work independently, you’re able to make decisions on ordinary tax return matters and produce a consistent amount of valuable work for our clients and your colleagues.

Qualifications:

• Bachelor’s Degree required.
• Licensed CPA or exam-eligible CPA-candidate strongly preferred.
• Minimum 4 years of recent tax return preparation or review experience required.
• CPA firm experience a strong plus.
• Proficient with QuickBooks (Desktop & Online) and Microsoft Office.
• You have great attention to detail, sound communication and analytical skills and the ability to advise your team and clients on services and solutions.

What we offer:

Crisler CPA offers a complete package of compensation and benefits, including base and incentive compensation; medical, dental and vision coverage; 401(k) plan with company match; paid time off and holidays; and flexible work schedules/locations.

Crisler CPA has a flexible remote work policy. This is designed as a hybrid position, and we expect you to live in the greater Nashville area in order to realistically work in one of our office locations as needed.

About the Company

At Crisler CPA, we provide accounting, tax and related services to our clients. Our services are based on people, process and technology, and we believe strongly in encouraging continuous improvement in each of these three elements. We're looking for employees ready to help us be a better firm while advancing their own careers.

Crisler CPA is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.