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Being stuck in a firm that uses paper for everything or outdated technology?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