🕒 3 days ago
Own customer data integrity, billing operations, sales orders, and ASC 606 revenue recognition while delivering financial analysis and building scalable, AI-enabled automation across NetSuite and HubSpot.
Tax Associate or Tax Senior - CPA or in Progress - Hybrid - (DM895864)
📅 Jun 25, 2025
Tax Return PreparationTax Return ReviewTax PlanningTax Compliance
📜 Description
- Prepare and review individual, corporate, and fiduciary tax returns.
- Advise small-business clients on tax, accounting, and other business matters.
- Identify tax issues, develop solutions, and perform tax planning.
- Build and maintain client relationships through their preferred communication channels.
- Perform accounting work as needed.
🛠️ Requirements
- Bachelor in Accounting or related field
- 3 to 5 years of recent public accounting experience
- Prepare tax returns for individual, corporate, and fiduciary clients
- Senior level - 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)
- CPA required or in progress by having at least one CPA exam completed
✨ Benefits
- Medical - 100% company paid for Employee
- Dental - firm pays 50%
- Flex spending acct
- 401k after a year. Safe Harbor - 5%
- First 3% is safe harbor. Additional 2% is company contribution
- Great work/life balance.
- Reasonable busy season up to 50 hours
- Small firm > good opportunity for growth.
Full job description
Join our CPA firm client in a well rounded tax focused role.
95% Remote Tax Associate or Tax Senior position offers:
- Excellent work/life balance
- Significant growth and upside potential
- Opportunity for client interaction and relationship-building.
In this position you must live within 45 minutes from the office to be able to attend meetings, classes and meet with clients 5% of the time.
Details
Build relationships with small business clients, prepare and review returns, assisting on all business matters including tax, accounting, and other business situations as needed.
Requirements
- Bachelor in Accounting or related field
- 3 to 5 years of recent public accounting experience
- Prepare tax returns for individual, corporate, and fiduciary clients
- Senior level - 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)
- CPA required or in progress by having at least one CPA exam completed
- Must live within 45 minutes of Raleigh, NC
Tech Stack:
- Ultra Tax - full TR Suite (Practice Management. Fixed Asset Module)
- QBO
Benefits
Medical - 100% company paid for Employee
Dental - firm pays 50%
Vision 100%
LTD 100%
Flex spending acct
401k after a year. Safe Harbor - 5%
First 3% is safe harbor. Additional 2% is company contribution
Great work/life balance.
Reasonable busy season up to 50 hours
Small firm > good opportunity for growth.
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