Performance reviews and bonuses: summer appreciation reviews with Shareholders and firm-wide bonuses, annual raise and bonus to recognize performance. (Bonuses, which are typically awarded after busy season and at year-end, could account for up to 10% of your base salary.)
100% paid employee premiums for major medical, dental, life and AD&D, vision, and STD/LTD (spouse and depdendents at cost).
401k: Safe Harbor match for retirement plan, personal financial planning services available.
PTO: sick leave, bereavement leave, and vacation in addition to comp time and generous holidays, and half-day paid Friday’s in the summer.
Career development: firm pays for all professional licensing and membership fees, dues, and CPE and encourages further professional training and growth.
Work/life balance: flexible scheduling, hybrid remote/office work, 1400 average charge hours per year, comp time for tax season hours, ~200 hours of office closings/holidays per year, free tickets to sporting events and concerts, reimbursements for participation in cultural events or contributions to non-profits.
Positive culture: respectful and friendly atmosphere, open door policies for communication, participation in policy-making is encouraged, safe environment where gossip and politics are discouraged and rules are fairly administered, no micro-managing.
Quality work environment: newly renovated office space with break room/bar/kitchen and spacious private offices with natural light and views of the Flatirons, upscale coffee options in office, free meals and snacks at tax season and other occasions.
Leadership: Executive Committee focused on innovation and embracing new ways of doing business and serving clients; Coaching and semi-weekly Roundtables for professional support.
Rewarding work: work independently with your own clients one-on-one, develop long-term relationships, make a difference and grow with them through the changes life brings.
Ownership potential: Path to Shareholder is available and encouraged for a star performer in this role.
Cell phone reimbursement.
Massages: last but not least, this firm provides free in-house massages at your convenience 17 times per year.

\nResponsibilities\n\n

Professional management of compliance, planning and consulting for multiple clients
Review and interpretation of financial records to determine any adjustments needed to prepare tax returns and compliance filing requirements
Direct and timely and communication with clients to obtain additional information regarding their tax planning and compliance issues
Successful research of tax laws and compliance on complicated issues relative to tax planning for our clients
Preparation and review of tax returns in a timely and efficient manner
Supervision, development and mentoring of fellow staff to assist with client needs and professional growth
Promotion of the firm through occasional business-building activities

\n
\nRequirements\n\n

High levels of intelligence, integrity, honesty, motivation, and aptitude for the public accounting profession
CPA license is required
UltraTax and QuickBooks experience is helpful
7+ years of experience and demonstrated ability in the preparation and review of income tax returns for individuals, fiduciary, non-profit organizations and small businesses
Ability to acquire, develop, and retain clients
Resourcefulness and willingness to learn

\n\n

Proficiency in Microsoft Office software
Strong organizational skills, high attention to detail, ability to prioritize tasks and handle multiple projects
Ability to exercise good judgment, be a team player and be proactive
Strong verbal and written communication and interpersonal skills with a passion for service
Ability to meet deadlines and handle stressful situations professionally and effectively
Ability to adhere to security procedures in handling confidential and sensitive information at all times
Ability to work extended hours, including evenings and weekends, during tax season and during other deadline periods as needed
Ability to develop and coordinate plans for work completion
Ability to manage and communicate effectively with fellow staff members
Apply and provide feedback to improve performance for yourself and others
Adaptability to change in the work environment, manage competing demands, deal with unexpected assignments or events
Exercise good judgment by recognizing when assistance is needed and make timely decisions supported by sound reasoning

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