Tax Consultant

• Our market strategy works, and our high-growth firm may be your new home.
• We believe the traditional CPA model is broken. Clients deserve better than just pushing paper with a CPA they only see at deadlines. And who wants to work those grueling hours.
• You know you are capable of more.
• You are a bit of a maverick, not willing to accept the status quo. You want to expand your toolset, to be more valuable to your clients.
• You love delivering great ideas to clients and seeing the appreciation expressed for a job well done.
• Best in class tax preparation and research: CCH, BNA, RIA,
• Fully cloud-based practice
• Let's find your passion and go for it!

Our practice gives you the opportunity to offer a higher level of tax strategy and business coaching on top of traditional tax and accounting - highly valued services in the marketplace.

We are looking for a tax professional to help our clients prepare and file their taxes. You’ll collaborate with a team to develop tax strategies to minimize taxes for our current and prospective clients. Our ideal candidate is someone who likes to learn and collaborate with a team to navigate the complex world of taxes and enjoys helping people. Sound like a job you’ll love? Apply today!

$60,000 - $70,000

Our proprietary tax strategy process is driving our growth and we need help with:

• Business and individual income tax preparation and review using our CCH Axcess Tax system
• Collaborate on the development of tax strategies for prospective clients
• Develop a report of tax savings to be reviewed with prospective clients
• Correspond with prospective clients to help onboard them into our system and execute on tax strategies developed
• Correspond with clients to obtain and clarify information to accurately file tax returns
• Participate with reviews of client returns before filing

• Solid written and verbal communication skills
• Must have a college degree in accounting, finance, or a similar field
• Understands state and federal tax laws and can quickly interpret sections of the tax code for basic and atypical tax forms
• Has a valid PTIN from the Internal Revenue Service
• Experience using standard tax software to file returns

We are a boutique tax and CEO/leadership coaching firm, working with small to medium-sized businesses and their owners.

We believe our unique and valuable position combines tax with high-value coaching for the best possible outcomes for our clients. By focusing on providing our clients with valuable ideas, rhythmic communication, and eliminating surprises, our competitive position in the marketplace is a powerful answer to our clients' needs! And our work is incredibly rewarding. Businesses are the backbones of our growing communities.

Work-life balance is a must. Closed Friday afternoons after 4/15. Generous annual leave. Great team. Core values that you should also consider important: collaborative; creative and innovative; continuous learning; great listener; great relationships; and stewardship.