Tax Preparer/Staff Associate - CPA Firm (112026)

SJLD MANAGEMENT LLC; Austin (TX); Vor Ort; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Bonus compensation

Zusammenfassung

SJLD Mgmt. (Scalco Johnson Leahy & Dudek, CPAs LLC) in Austin, TX, is seeking a Staff Associate focused on tax preparation.

The role involves preparing complex tax returns for businesses and individuals, providing consulting on tax and accounting matters, and performing compilation, review, or audit work as needed. The ideal candidate has a Bachelor's in accounting with CPA or CPA candidacy, 2+ years of tax experience, and familiarity with QuickBooks and tax software.

Qualifikationen

• Bachelor's degree in accounting required; CPA or candidate preferred.
• 2+ years of general tax experience required or preferred.
• Experience with QuickBooks and small business accounting software helpful.
• Experience with tax preparation and consulting for various entities (C corps, S corps, partnerships, LLCs, individuals, nonprofits) advantageous.

Aufgaben

• Prepare complex business and personal tax returns.
• Consult on tax and accounting matters for clients.
• Occasional compilation, review, or audit work as needed.
• Use professional tax software, including UltraTax.
• Interact with clients by phone and email with strong communication.

Kenntnisse

Tax expertise

Client communication

Attention to detail

Time management

Team player

Ausbildung

Bachelor's degree in accounting

CPA or CPA candidate

Tools

QuickBooks

UltraTax

Office 365

Adobe

Jobbeschreibung

Job Title: Staff Associate - Tax Preparation

Company: SJLD Mgmt. (Scalco Johnson Leahy & Dudek, CPAs LLC)

Location: Austin, TX 78735

Job Type: Full-time

Work Location: In person (On-site)

About SJLD Management (Scalco Johnson Leahy & Dudek, CPAs LLC)

SJLD is a small CPA firm located in Southwest Austin that provides expert financial and tax services to a diverse clientele. We offer comprehensive health benefits, a competitive compensation package, paid time off, and a collaborative work environment. Our team is committed to maintaining a positive company culture that values inclusivity, open communication, and professional development.

Job Description

As a Staff Associate at SJLD, you will play a crucial role in providing tailored financial and tax solutions to our clients. Your responsibilities will include preparing complex business and personal tax returns, offering consulting services on a range of tax and accounting matters, and performing compilation, review, or audit work as needed. This position requires the ability to work independently, meet deadlines, and maintain a high level of attention to detail. You will have the opportunity to develop innovative work methods and provide exceptional customer service to our clients.

Key Responsibilities

• Preparation of complex business and personal tax returns
• Consulting on various tax and accounting issues
• Occasional compilation, review, or audit work
• Utilization of professional tax software, including Ultra Tax
• Adherence to professional standards of attest work
• Proficiency with technology and software programs such as QuickBooks, Adobe, and Office 365
• Learning and adapting to new programs and technologies quickly
• Interaction with clients by phone and email, with excellent communication skills
• Translating complex financial information into understandable language for clients

Qualifications

• Bachelor's degree in accounting (advanced degree is a plus)
• CPA or candidate
• 2+ years of general tax experience preferred
• Experience with QuickBooks and other small business accounting software
• Experience as a controller or bookkeeper for a small business is a significant advantage
• Tax preparation and consulting experience with various entities (C Corps, S Corps, Partnerships, LLC's, Individuals, and Nonprofits)
• Excellent research and project management skills
• Strong interpersonal and customer service skills
• Strong attention to detail

Ideal Candidate Attributes

• Ability to manage multiple tasks and data effectively
• Proactive self-starter
• Willingness to pursue ongoing professional development
• High integrity and honesty
• Sense of humor
• Strong work ethic
• Open-minded and inclusive
• Gracious and friendly

What You Will Deliver

• Solutions: Solve client needs with your problem-solving skills
• Motivation: Encourage individuals to improve their financial future
• Peace of Mind: Earn the trust of clients with integrity, accountability, and effective time and data management

Impact You Can Make

• Bring new ideas from your ongoing professional development back to the organization
• Sustain and enhance our positive company culture
• Contribute to shaping our company strategy by providing honest and constructive feedback

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Paid time off
• Bonus compensation