Tax Associate

The Henry Levy Group is a year-round CPA and Advisory firm delivering relevant, understandable solutions and responsive service to clients in the Bay Area and beyond. Our clients are small to midsize businesses, nonprofit organizations and individuals with year-round accounting needs. We offer a comprehensive suite of services including Tax Planning and Compliance, Client Accounting Services and Consulting Services. We are dedicated to providing meaningful careers for all our employees along with fostering an environment that supports work life balance and the opportunity to grow within the company. We currently have an opening for a full-time position working a hybrid remote schedule, coming into office approximately 2 days per week.

JOB DESCRIPTION

Provides tax consulting and compliance work to the firm's clients. Responsibilities include, but are not limited to: Preparation of corporate, individual, partnership, fiduciary, and other tax returns prepared by the firm. Technical research and appropriate documentation of the basis of a position. Responsible for planning and managing time in order to deliver quality work on time and on budget. Monitors engagement budgets. Understanding and application of the rules, requirements, code of conduct and standards of the AICPA, and the authoritative literature established by the FASB, GASB, IRS and FTB. Develops effective working relationships with clients and manages day-to-day client relationships. Identifies opportunities to improve engagement profitability and identifies risk management issues. Identifies and communicates potential business development opportunities, and actively markets and recruits for the firm. Actively supports new initiatives. Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Sets an example by demonstrating enthusiasm and commitment to professional excellence.

POSITION SPECIFICS

Full-time, exempt staff with hybrid work schedule.

POSITION CLASSIFICATION

Staff

POSITION REPORTS TO

Partner

EDUCATION AND EXPERIENCE

A degree in Tax, Accounting or Business, CPA or CPA candidate is preferred. Requires strong technical knowledge and skills. Strong interpersonal and relationship building skills are required. Candidate must have strong project management skills, including budgeting and job completion. Should have experience in delivery of proactive quality client service. Requires outstanding written and verbal communication skills. A minimum of 3 years of tax preparation experience is preferred.

SALARY:

$70,000 - $75,000. Full-time position eligible for our benefits package.

Pay:

$70,000.00 - $75,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Parental leave Retirement plan Tuition reimbursement Vision insurance

Education:

Bachelor's (Required)

License/Certification:

CPA license (Preferred)

Work Location:

Hybrid remote in El Paso, TX 79925