Tax Senior (Loveland, CO)

Swell Recruit LLC; Loveland (CO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k with company match

Unlimited PTO and paid holidays

Paid parental leave

Cell phone plans fully covered

Training CPE, mentoring

Job summary

A reputable accounting firm in Loveland, Colorado, is seeking a Senior Tax Associate to deliver exceptional service and support to clients. The role requires 4+ years of public accounting experience with a focus on diverse tax preparations, including corporate and individual returns. The successful candidate will demonstrate excellent communication skills, attention to detail, and flexibility in work hours during tax season. Benefits include medical, dental, unlimited PTO, and a supportive company culture.

Qualifications

• 4+ years of public accounting experience in various tax preparation.
• Ability to assist with tax return reviews and prepare complex returns.
• Outstanding written and communication skills.

Responsibilities

• Prepare and oversee the completion of tax returns.
• Assist with tax planning and prepare projections.
• Respond to IRS and state tax notices.

Skills

Public accounting experience

Tax planning

Attention to detail

Communication skills

Flexibility during tax season

Education

CPA or CPA eligibility

Tools

Lacerte

Job description

Our mission is to be a family-focused firm that consistently surpasses expectations for our clients, our team, and our community. Guided by our core values of family, trust, growth, service, and communication, we have fostered a culture where these principles shape every aspect of our work. Our culture is designed to help employees find purpose and meaning in their work.

We proudly stand among the Top 100 Accounting Firms in the U.S. and is recognized on Forbes Americas Best Tax and Accounting Firms list. As a recipient of the Top Workplace, Culture Excellence, and Financial Services Industry awards, we remain dedicated to maintaining an exceptional workplace.

Who You Are

As a Senior Tax Associate, you are a steadfast, accurate, and analytical professional who derives satisfaction from delivering exceptional work. You engage with clients in a courteous and professional manner, embodying our values of superior quality, teamwork, exceptional service, work-life balance, loyalty, and open, transparent communication.

Required Experience and Skills

• Must have 4+ years of recent public accounting experience, including preparation of partnership, corporate, individual, partnerships, S corporations, C corporations, trusts, estates, and non-profits.
• Assist with tax planning, prepare tax projections, and contribute to tax research and decision-making.
• Prepare responses to IRS and state tax notices.
• CPA or CPA eligible preferred but not required.
• Ability to assist with the review of tax returns and prepare more complex tax returns.
• Assume responsibility for the completion of tax returns under the supervision of more experienced staff.
• Excellent attention to detail with strong interpersonal skills.
• Computer knowledge/Lacerte experience is a plus.
• Outstanding written and communication skills.
• Comprehensive understanding of tax law.
• Ability to meet deadlines.
• Flexibility to take on larger workloads during tax season.
• Medical, dental, vision, 401k (with company match).
• Unlimited PTO and paid holidays.
• Flexibility to work from home.
• Paid parental leave for moms and dads (birthing and adoption).
• DEI - A culture of belonging.
• Team building - parties, contests, wellness, service projects.
• Training CPE, mentoring, clear path to promotion.
• Cell phones - Phone and data plans 100% covered, add your spouse for $40/month.