Tax Senior CPA

MCCALL & ASSOCIATES CPAS PLLC; Cornelius (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Simple Retirement Plan

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Benefits/Perks

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job summary

MCCALL & ASSOCIATES CPAS PLLC is seeking a knowledgeable Tax Professional to join our team. You will prepare clients’ tax filings and advise on strategies to maximize savings and sound financial decisions.

The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation. The role requires completing accurate tax filings, providing strategic tax advice, and maintaining client relationships while staying compliant with

Qualifications

• Bachelor’s degree in accounting or a related field is required.
• PTIN and CAF number must be valid.
• Minimum 5 years of experience as a Tax Professional.
• Strong knowledge of federal and state tax laws.
• Proficient with Excel, QuickBooks, and Ultratax.

Responsibilities

• Analyze income statements, prior tax returns, and financial records to determine taxable income.
• Prepare financial statements.
• Advise clients on minimizing tax obligations.
• File taxes accurately and timely.
• Prepare multi-state sales tax reports.

Skills

Attention to detail

Analytical skills

Verbal and written communication

Tax knowledge

Education

Bachelor’s degree in accounting or related field

Tools

Excel

QuickBooks PC & Online

Ultratax

Job description

Benefits

• Simple Retirement Plan
• Bonus based on performance
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• Benefits/Perks
• Careers Advancement Opportunities
• Flexible Scheduling
• Competitive Compensation

Job Summary

We are seeking a knowledgeable Tax Professional to join our team. In this role, you will prepare clients’ tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Responsibilities

• Analyze income statements, previous tax returns, and other financial records to determine taxable income
• Prepare financial statements
• Provide sound advice to clients on minimizing their tax obligations
• File taxes in an accurate and timely manner
• Prepare Sales tax reports - multi-state
• Prepare payroll reports - limited
• Communicate with tax authorities when necessary

Qualifications

• Bachelor’s degree in accounting or a related field
• Valid Preparer Tax Identification Number (PTIN) and CAF number
• Previous 5 years of experience as a Tax Professional
• Knowledge of federal and state tax laws
• Skilled in Microsoft Excel, QuickBooks -PC and Online, Ultratax
• Excellent mathematical and analytical skills
• Strong verbal and written communication skills