OVERVIEW
We are seeking a detail-oriented and proactive Senior Tax Associate to join our Longmont team. The ideal candidate brings a strong foundation in accounting and analytics, thrives in a collaborative environment, and enjoys optimizing processes through data-driven insights. This role supports multiple small entities and is key in financial reporting, analysis, and forecasting.

MAJOR RESPONSIBILITIES

• Prepare and process Federal and State tax compliance reports.
• Prepare individual and entity tax returns.
• Reconcile general ledger accounts.
• Perform general bookkeeping duties, including payroll and account reconciliations.
• Assist in audits as needed.
• Maintain a full schedule and manage deadlines effectively.
• Follow strict protocols regarding file management and client confidentiality.
• Input data accurately, schedule tasks, and verify job completion.
• Regularly use Microsoft Office (Excel, Word, Outlook, Teams).
• Utilize QuickBooks Online and Desktop proficiently.
• Work within CCH accounting and tax software.
• Other tasks as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

• Exceptional attention to detail, accuracy, and organizational skills.
• Strong customer service mindset and ability to build client relationships.
• Excellent oral and written communication skills.
• Ability to prioritize tasks and manage multiple deadlines in a fast-paced environment.
• Strong team player with a service-oriented attitude.
• Active listening and problem-solving capabilities.
• Proficient understanding of GAAP.
• Knowledge of Tax Basis Accounting (Cash and Accrual methods).

EDUCATION AND EXPERIENCE

• Bachelor's degree in Accounting or Finance
• CPA preferred, but not required.
• 3-5 years of relevant experience in a similar tax/accounting role is preferred.

COMPENSATION & BENEFITS:

$85,000 - 95,000 per year. Compensation is based on several factors, including the scope and responsibilities of the role, the candidate's experience and education, geographic location, and current market trends.

• Medical, Dental, and Vision
• GAP Benefits
• Supplemental Benefits
• Life and AD&D Insurance
• Short- & Long-Term Disability Plans
• 401k with Company Matching
• Bonus Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.

WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including a computer, office equipment, telephone, etc.Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.

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• Message frequency will vary depending on the application process.
• Msg & data rates may apply.
• OPT out at any time by texting "Stop".