Senior Tax Accountant

Are you tired of:

• Tracking your time every day?

• Commuting to the office 5 days a week?

• Wearing formal business attire or uncomfortable shoes?

• Being stuck in a firm that uses paper for everything or outdated technology?

If yes, here's what we can offer:

• A relaxed work environment (casual attire)

• Competitive pay

• Annual bonuses

• No time tracking

• Team-building activities

• Ability to work from home during the week

• Flexible PTO

• A 3-day weekend June through December

What We’re Looking For:

We are looking for an ambitious Senior Tax Accountant ready to take the next step in their accounting career. The ideal candidate will have a strong background in tax, a solid understanding of basic accounting concepts paired with QBO experience, and possess excellent leadership and communication skills. This role is perfect for someone looking for a better work/life balance while also seeking the opportunity to grow into a management position.

Primary Job Responsibilities:

• Prepare and review Forms 1040, 1065, 1120S, and 1120

• Meet with clients as needed, perform tax planning duties, & resolve tax notices as needed

• Provide expertise in technical accounting matters

• Oversee accounting and reconciliation processes via QuickBooks Online

• Manage account reconciliations and ensure accuracy

• Utilize QuickBooks and Fathom to analyze financial data and generate reports

• Resolve payroll tax notices and related tasks as needed

• Collaborate with team members to support clients and business operations

• Work independently and solve problems with the resources available

• Anticipate and prevent issues from arising when possible

Qualifications & Skills:

Required:

• 4+ years of tax preparation experience

• Strong background in preparing Forms 1040, 1065, 1120S, and 1120

• Working knowledge of Ohio and Kentucky city and local tax issues

• Ability to meet and communicate with clients both in person and virtually

• Proficiency with QuickBooks Online

• Experience with general ledger reconciliation and account reconciliation

• CPA or EA License

• Ability to use Microsoft Office and Adobe products

• Ability to work independently

• Critical thinking and problem-solving skills

• Leadership skills

Nice-to-have:

• Drake or Lacerte Software experience

• MBA or master's degree

• Previous experience in payroll processing

• Experience with software products like TaxDome, Fathom, Patriot Payroll, SurePayroll, ADP, QuickBooks Desktop, Verito, Calendly

• Past experience working with clients in the medical field, specifically dentists or physicians

• Sales tax knowledge

About Us

We are a small but quickly growing CPA firm in southwest Cincinnati, OH. We offer tax, accounting, payroll, and advisory solutions to our small business clients. Our firm focuses on businesses in the medical field, specifically dentists and physicians, but we serve clients across a wide range of industries.

We've grown tremendously over the last couple years, so we need some help finding better ways to serve our clients going forward and improving our processes. This is a great opportunity for someone to step in and lead us in reshaping how we serve our clients, ideally in a more proactive and efficient way.

Join us as a Senior Tax Accountant to contribute to our growing company, solve problems for small business owners, and invest in furthering your accounting career!

Job Type: Full-time

Pay: $78,250.00 - $89,250.00 per year

Benefits:

• 401(k)

• 401(k) matching

• Flexible schedule

• Health insurance

• Paid sick time

• Parental leave

• Unlimited paid time off

• Work from home

Schedule:

Monday to Friday

Experience:

Tax: 4 years (Required)

License/Certification:

• CPA (Preferred)

• Enrolled Agent (Preferred)

Ability to Commute:

Cincinnati, OH 45247 (Required)

Ability to Relocate:

Cincinnati, OH 45247: Relocate before starting work (Required)

Work Location:

Hybrid remote in Cincinnati, OH 45247