Accounting Associate

ROLE
This role requires public accounting experience. It's the core qualification, and applicants without it won't be a fit.

You'll split your time between bookkeeping and tax work for a portfolio of business and individual clients across different industries. On the bookkeeping side, you'll handle monthly reconciliations through financial statements, along with payroll. On the tax side, you'll prepare individual and business returns and help keep clients compliant throughout the year. You'll work closely with our accounting manager, who will review your work and support your growth. As the firm grows, you'll have opportunities to take on additional clients and responsibilities.

WHAT YOU'LL DO

Bookkeeping & Payroll

• Perform bookkeeping for multiple business clients across a range of industries
• Reconcile bank, credit card, and loan accounts
• Assist in preparing monthly and year-end financial statements
• Process payroll and payroll tax filings accurately and on time
• Work in QuickBooks Online (QBO) or QuickBooks Desktop (QBD)

Tax

• Prepare individual and business tax returns (e.g., 1040, 1065, 1120, 1120-S)
• Prepare quarterly estimated tax payments and extensions
• Prepare sales tax reports and other compliance filings
• Gather and organize client tax documents and follow up on missing information
• Assist with tax planning and year-end projections

General

• Communicate with clients about routine accounting and tax questions
• Manage your assigned deadlines, including tax season, while keeping work accurate
• Take direction and incorporate review feedback from the accounting manager
• Take on additional clients as the firm's book of business grows

NEEDS TO HAVE

• Public accounting experience (required — this is the core qualification for the role)
• 2+ years of combined bookkeeping and tax preparation experience
• Experience preparing individual and business tax returns
• Payroll processing experience
• Working knowledge of QuickBooks Online (QBO) or QuickBooks Desktop (QBD)
• Familiarity with tax software (ideally Lacerte)
• Solid grounding in accounting principles and tax law
• Ability to manage multiple clients and deadlines with accuracy
• Clear communication and client-service skills
• Strong organization, time management, and attention to detail

NICE TO HAVES

• Bachelor's degree in accounting or a related field
• Interest in pursuing a CPA license or EA designation
• Experience with multi-state returns

Benefits:

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

Work Location: In person