Tax Senior CPA, near Raleigh

Accountingfly; Raleigh (NC); Hybrid; USD 75,000 - 95,000; Full time

Job summary

A forward-thinking CPA firm seeks a Tax Senior for a dynamic role focused on tax preparation and client relationship management. This position offers a unique blend of remote work flexibility and essential in-office training, ensuring you stay connected with your clients. Enjoy a balanced work/life schedule with 36-hour work weeks outside of the busy season and half-day Fridays after April 15. If you're passionate about tax issues and eager to develop solutions, this role provides significant growth opportunities and the chance to make a real impact in the lives of small business clients.

Benefits

Health Insurance (100% company paid for Employee)

Dental Insurance

Vision Insurance

Long-term Disability

401k with firm contribution

Half-day Fridays after April 15

36-hour work weeks outside of busy season

Qualifications

• 3 to 5 years of recent public accounting experience required.
• Must have CPA license or at least one exam passed.

Responsibilities

• Prepare and review tax returns for various clients.
• Build and maintain relationships with small business clients.

Skills

Public Accounting Experience

Tax Preparation

Client Relationship Management

Tax Planning

Accounting Skills

Education

BA in Accounting

CPA License

Tools

Ultra Tax

QuickBooks Online (QBO)

Job description

CPA firm client in Raleigh, NC, seeks a Tax Senior for a tax-focused role, where you will prepare and review returns. The role is 95% remote, but qualified candidates must live within a 45-minute drive to the Raleigh, NC office for training and client meetings as needed.

Tax Senior position offers:

• Excellent work/life balance
• Significant growth and upside potential
• Opportunity for client interaction and relationship-building

Job Type:

*Must have CPA firm experience
Full-time, W2
Location: Hybrid; 45 min driving distance to Raleigh, NC
Compensation: up to $75,000 to $95,000 DOE

This position is 95% remote. However, interviews and in-office training is required, along with some client meetings as needed.

Details
Build relationships with small business clients, prepare and review returns, and assist on all business matters, including tax, accounting, and other business situations as needed.

Qualifications/Responsibilities:

• BA in Accounting or related
• CPA license; or at least one exam passed
• 3 to 5 years of recent public accounting experience
• Prepare tax returns for individual, corporate, and fiduciary clients
• Review assigned tax returns for proper data entry and tax compliance
• Proactively develop solutions for tax issues
• Perform tax planning
• Perform some accounting work
• Maintain and improve client relationships
• Skilled at interacting with clients through whatever method the client prefers (email, phone, and Zoom)

Tech Stack:

• Ultra Tax – full TR Suite (Practice Management, Fixed Asset Module)
• QBO

Benefits

• 36-hour work weeks outside of busy season
• Half-day Fridays after April 15
• Health insurance (100% company paid for Employee)
• Dental
• Vision
• Long-term disability
• 401k with firm contribution

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