Job description

We are looking for a fast-paced CPA® or EA® who has experience with tax preparation and managing a high-performance tax team. We also do not require time sheets and feel that tracking time the old way is counterproductive to you doing your best work. If you are willing to relocate we will pay for relocation. If you feel you are missing some of the requirements we want you to still apply for the job.

About the Role

The right person for this role has a player/coach mindset and loves to prepare and review returns, provide tax guidance to clients, and manage a team to multiply results. You will be responsible for managing the tax preparation services of the firm, working directly with a group of clients on tax preparation and advice, and growing firm revenue. And We will help you with that. You are not alone.

What Your Day-to-Day Will Look Like

• Correspond with customers to discuss, explain, and advise on tax-related matters.
• Prepare and review individual and business returns.
• Research tax issues that arise from planning or compliance work.
• Engage in tax planning for small businesses and individuals.
• Correspond with the tax authorities when required.
• Quarterback any individual tax and corporate tax audits that may arise.
• Assist in the development of systems and processes pertaining to the tax department.
• Pitch in for matters relating to full-cycle accounting when required.
• Coach and train our accountants and tax juniors as we grow.

What You Need to Succeed

• A drive to multiply by working in a fast-paced environment that rewards your results.
• You can deliver spectacular customer service.
• You have excellent communication skills, and you are able to easily explain difficult concepts.
• You have a CPA or EA designation.
• You have 5+ years of tax experience working in a firm or in an industry.
• You have experience negotiating tax audits with the tax authorities.
• You are detail-oriented.
• You are tech-savvy.
• You are a problem solver.
• You can meet deadlines.
• You have experience with Lacerte and other tax software.

Why Join Us?

• No time sheets and no focus on hourly billing.
• Competitive Salary
• Seasonal and Year-end Bonus Compensation.
• 4 Weeks Paid Vacation.
• Group Health Insurance, Dental, Vision, and Life Insurance
• Retirement Plan + Company Match + Company Contribution.
• Great Team Environment + “Huggable” Clients.
• Professional Development + Tuition Reimbursement.

Our Values

• Service is #1. We strive to exceed clients' expectations in all ways proactively.
• Partnership. We are partners in clients' success and create valuable results.
• Growth. We work to grow for clients, as a business, professionally, and personally.
• Batteries Included. We show up energized, ready to go, and positive for each day.
• Take Initiative. We all act as leaders to step up, solve problems, and propose ideas.
• Humble. We practice an abundance and gratitude mindset.
• Teamwork. We respect each other, seek to understand, and communicate.

Our Recruiting Process

• Submit your resume.
• Film a short video response to a set of interview questions.
• Complete assessments to verify job fit.
• Attend Zoom interviews with the current team to determine team fit.
• Attend the in-person interview.
• Successfully pass a background check.
• Accept the offer and coordinate the onboarding process.

Job Type: Full-time

Pay: $84,458.00 - $90,008.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• San Luis Obispo, CA 93401: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Experience:

• Tax experience: 5 years (Required)

License/Certification:

• CPA or EA License (Preferred)

Work Location: One location

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