Tax Preparer/Staff Associate - CPA Firm.

SJLD MANAGEMENT LLC - Austin, TX

Full-time - Entry Level

Austin, TX

About the position

As a Staff Associate at SJLD Management, you will be integral in providing tailored financial and tax solutions to a diverse clientele. This role involves preparing complex business and personal tax returns, consulting on various tax and accounting matters, and performing compilation, review, or audit work as needed. The position emphasizes independent work, meeting deadlines, and maintaining attention to detail while fostering a collaborative and inclusive work environment.

Responsibilities

• Preparation of complex business and personal tax returns
• Consulting on various tax and accounting issues
• Occasional compilation, review, or audit work
• Utilization of professional tax software, including Ultra Tax
• Adherence to professional standards of attest work
• Proficiency with technology and software programs such as QuickBooks, Adobe, and Office 365
• Learning and adapting to new programs and technologies quickly
• Interaction with clients by phone and email, demonstrating excellent communication skills
• Translating complex financial information into understandable language for clients

Requirements

• Bachelor's degree in accounting (advanced degree is a plus)
• CPA or candidate
• 2+ years of general tax experience preferred
• Experience with QuickBooks and other small business accounting software
• Experience as a controller or bookkeeper for a small business is a significant advantage
• Tax preparation and consulting experience with various entities (C Corps, S Corps, Partnerships, LLC's, Individuals, and Nonprofits)
• Excellent research and project management skills
• Strong interpersonal and customer service skills
• Strong attention to detail

Nice-to-haves

• Ability to manage multiple tasks and data effectively
• Proactive self-starter
• Willingness to pursue ongoing professional development
• High integrity and honesty
• Sense of humor
• Strong work ethic
• Open-minded and inclusive
• Gracious and friendly

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Paid time off
• Bonus compensation