Senior Tax Position

3 days ago


White Bear Lake, Minnesota, United States Brenda K. Lowe CPA LLC Full time
Boutique Tax Firm Seeks Experienced Tax Professional

We are a dynamic boutique tax firm based in White Bear Lake, Minnesota. If you're seeking a career that offers flexibility, respect, work-life balance, and personal growth, we invite you to explore this opportunity.

Key Responsibilities:
  • Tax Return Preparation: Take charge of individual, fiduciary, and business tax returns with precision and attention to detail.
  • Tax Planning: Assist clients in navigating tax planning strategies to minimize liabilities.
  • Research and Analysis: Conduct thorough research projects to ensure accurate and compliant tax returns.
  • Client Services: Support all aspects of client services, fostering strong relationships and delivering exceptional experiences.
  • Communication: Effectively communicate with clients to understand their needs and provide tailored solutions.
Requirements:
  • A minimum of three to six years of experience in public accounting and/or tax planning and preparation.
  • Exceptional analytical and problem-solving skills to navigate complex tax scenarios.
  • Excellent communication and interpersonal skills to build strong client relationships.
  • Detailed-oriented approach to ensure accuracy and compliance.
  • Proficiency in Microsoft products, with QuickBooks knowledge a plus, and tax preparation software.
  • A team player with a positive attitude and strong work ethic.
Preferred Qualifications:
  • A Bachelor's degree (or equivalent) in accounting or finance.
  • Professional certification as an EA or CPA.
  • Experience with CCH Access, a plus.
What We Offer:
  • Flexible hours, including Fridays off during the off-season.
  • Paid Continuing Professional Education to stay up-to-date with industry developments.
  • PTO and holidays for a healthy work-life balance.
  • A family-friendly environment that supports your personal and professional growth.
  • Opportunities for advancement and professional development.


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