Tax Professional

2 days ago


Austin, Texas, United States SJLD MANAGEMENT LLC Full time
Job Title: Staff Associate

Company: SJLD Management LLC

Location: Austin, TX

Job Type: Full-time

Work Location: In person (On-site)

About SJLD Management LLC

SJLD Management LLC is a small CPA firm located in Southwest Austin that provides expert financial and tax services to a diverse clientele. We offer comprehensive health benefits, a competitive compensation package, paid time off, and a collaborative work environment. Our team is committed to maintaining a positive company culture that values inclusivity, open communication, and professional development.

Job Description

As a Staff Associate at SJLD Management LLC, you will play a crucial role in providing tailored financial and tax solutions to our clients. Your responsibilities will include preparing complex business and personal tax returns, offering consulting services on a range of tax and accounting matters, and performing compilation, review, or audit work as needed. This position requires the ability to work independently, meet deadlines, and maintain a high level of attention to detail. You will have the opportunity to develop innovative work methods and provide exceptional customer service to our clients.

Key Responsibilities:
  • Preparation of complex business and personal tax returns
  • Consulting on various tax and accounting issues
  • Occasional compilation, review, or audit work
  • Utilization of professional tax software, including Ultra Tax
  • Adherence to professional standards of attest work
  • Proficiency with technology and software programs such as QuickBooks, Adobe, and Office 365
  • Learning and adapting to new programs and technologies quickly
  • Interaction with clients by phone and email, with excellent communication skills
  • Translating complex financial information into understandable language for clients
Qualifications:
  • Bachelor's degree in accounting (advanced degree is a plus)
  • CPA or candidate
  • 2+ years of general tax experience preferred
  • Experience with QuickBooks and other small business accounting software
  • Experience as a controller or bookkeeper for a small business is a significant advantage
  • Tax preparation and consulting experience with various entities (C Corps, S Corps, Partnerships, LLC's, Individuals, and Nonprofits)
  • Excellent research and project management skills
  • Strong interpersonal and customer service skills
  • Strong attention to detail
Ideal Candidate Attributes:
  • Ability to manage multiple tasks and data effectively
  • Proactive self-starter
  • Willingness to pursue ongoing professional development
  • High integrity and honesty
  • Sense of humor
  • Strong work ethic
  • Open-minded and inclusive
  • Gracious and friendly
What You Will Deliver:
  • Solutions: Solve client needs with your problem-solving skills
  • Motivation: Encourage individuals to improve their financial future
  • Peace of Mind: Earn the trust of clients with integrity, accountability, and effective time and data management
Impact You Can Make:
  • Bring new ideas from your ongoing professional development back to the organization
  • Sustain and enhance our positive company culture
  • Contribute to shaping our company strategy by providing honest and constructive feedback
Benefits:
  • 401(k)
  • 401(k) matching
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid time off
  • Bonus compensation

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