Senior Tax Professional
6 days ago
The Jeff Baker & Associates PS, a reputable CPA firm in Tacoma, WA, specializes in delivering exceptional business advisory, accounting, and tax services to small to medium-sized businesses and individuals.
We seek a seasoned Senior Tax Preparer/Reviewer with substantial experience in individual and corporate taxation who thrives in collaborative environments. This individual will excel at interacting with clients and staff while being eager for growth within the firm.
Our team of accounting and tax professionals works on challenging projects in a dynamic environment that prioritizes professional excellence.
At JBA, we believe in making a difference every day by helping entrepreneurs build their businesses, taxpayers resolve issues, and contributing to challenging yet fulfilling work.
We are part of a thriving business community that supports entrepreneurs, consultants, professionals, and medical practices.
The successful candidate will possess:
- 5+ years of experience in public accounting with a focus on tax
- Knowledge of current tax practices and law changes
This role requires strong accounting knowledge, excellent time management and client service skills, as well as proficiency in tax preparation and knowledge. You should be able to balance details with billable hours and demonstrate strong written and verbal communication skills. As a member of our team, you will collaborate with professionals to prepare a high volume of small business and high-net-worth individual returns.
Familiarity with Engagement, CCH Axcess, and QuickBooks is highly desired.
Key Responsibilities- Review client trial balances and create adjusting entries
- Reconcile retained earnings, payroll, and other accounts
- Calculate depreciation
- Prepare complex corporate, S-Corp, partnership, and individual returns
- Prepare Estates and Trusts
- Client communication for additional/missing information
- Apply tax reduction strategies
- Execute tax planning for companies and individuals
- Perform tax research
- Assist in reviews and compilations
- New Client Onboarding and Client Facing Interaction
- Bachelor's degree in Accounting or related field, Master's in Tax preferred
- Active CPA License and/or EA License
- 5+ years in public accounting with tax concentration
- Excellent people and communication skills
- Strong accounting skills
- Proficiency in S-Corporations and Partnerships
- Comfortable using technology to improve workflow efficiency
- High level of proficiency in Microsoft Office, Excel, and Word
- Experience with CCH Products a plus
- Ability to work effectively under pressure
- Competitive Salary: $80,000 - $110,000 per year, depending on experience
- Paid Continuing Professional Education (CPE) Expenses
- Retirement Plan with Company Match
- PTO Time Off
- Medical and Dental Insurance
- Remote Work Opportunities coupled with In-Office Collaboration
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