Senior Associate - Tax Services

Founder's CPA

• $75K — $110K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, or a similar field
  • 2+ years in a client service tax role
  • Keen attention to detail and organizational skills
  • Strong communication skills
  • Natural curiosity and desire to learn new skills
  • Ability to work independently and manage multiple tasks efficiently
  • Experience with Quickbooks Online, ProConnect, CCH Axcess is preferred
  • Experience with cryptocurrency tax topics is a plus
  • CPA is preferred but not required

Responsibilities

  • Prepare and review corporate 1120 tax returns
  • Prepare and review partnership 1065 tax returns
  • Prepare and review S-corporation 1120S tax returns
  • Prepare and review individual 1040 tax returns & Schedule C
  • Calculate gains & losses for cryptocurrency transactions
  • Conduct R&D tax credit studies & calculations
  • Engage in tax research and planning projects

Benefits

  • Work-life balance with flexible remote or in-office options
  • Casual dress code
  • Competitive compensation with profit sharing bonuses
  • Autonomy in work with opportunities for rapid growth
  • Focus on individual career goals within company culture
  • Variety of innovative clients in emerging industries
Full Job Description
What You'll Do

As a valued member of our team, you will be tasked with providing tax services to our client base. Duties will include, but are not limited to:
  • Preparation & review of corporate 1120 tax returns
  • Preparation & review of partnership 1065 tax returns
  • Preparation & review of s-corporation 1120S tax returns
  • Preparation & review of individual 1040 tax returns & Schedule C
  • Calculating gains & losses for cryptocurrency mining, staking, trading, and DeFi transactions for both individuals and companies
  • R&D tax credit studies & calculations
  • Tax research and planning projects (i.e. state tax nexus studies, notice resolution)

Who You Are

The ideal candidate exhibits the following skills and/or characteristics:
  • Bachelor's degree in accounting, finance, or similar field
  • 2+ years in a client service tax role
  • Keen attention to detail and organizational skills
  • Strong communication skills
  • Natural curiosity and a strong desire to learn new skills
  • Ability to work independently and manage multiple tasks efficiently
  • Gathers and analyzes information skillfully
  • Professionalism and commitment to exceptional communication and client service
  • Tech-savvy and able to quickly learn new systems
  • Experience with Quickbooks Online, ProConnect, CCH Axcess strongly preferred
  • Experience with cryptocurrency tax topics is a plus
  • CPA is preferred but not required
  • Experience in tax research using Bloomberg research tools is a plus

Perks

A perk we like to highlight is work life balance. We recognize this is an industry with a reputation for spending long hours at the office, and we try to do things a little differently. Firstly, we encourage our team to work from where they work best, whether that be at home or in our Chicago office. While we may request in office meetings from time to time, we encourage our team to control where and how they work. Additionally, we strive to provide each team member with a reasonable workload. Based on internal surveys, during the off-season, employees typically work an average 40 hours per week. We recognize that balance shifts during busy seasons, and while dedication is crucial, we strive to maintain a healthy equilibrium. Even during peak periods, employees typically average 50-55 hours per week. We believe that a harmonious work-life balance not only enhances individual satisfaction but also contributes to a thriving and motivated workforce.

Other perks include:
  • Casual dress
  • Competitive compensation and benefits package, including profit sharing bonuses
  • Autonomy of work and ability to grow quickly within the company
  • A company culture that places emphasis on individual career goals
  • Opportunity to work on a variety of innovative clients in emerging industries

Compensation

This position is for immediate hire, paid commensurate with the candidate's experience. Our target range for the role is 75k-110k. The position also includes benefit offerings such as medical, dental, vision, short- and long-term disability, and commuter benefits.

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