Job Description

Summary:
Our client is a rapidly growing, premier tax and accounting firm in Provo, renowned for professionalism, responsiveness, and quality. Serving a diverse client base, the firm provides comprehensive financial services, including tax advisory, accounting, and financial planning. With a commitment to high standards and continuous professional development, the team delivers personalized, expert attention to every client, fostering informed financial decision-making.
Why Join Us:

• Be Part of a Thriving Team : Join a dynamic, growing firm that values excellence and celebrates continuous learning and development.
• Career Growth : Enjoy opportunities for advancement as the company expands, with a focus on helping you develop your professional skills.
• Collaborative and Supportive Environment : Work alongside a talented team that supports each other in providing outstanding service to clients.
• Meaningful Client Impact : Make a difference by building strong relationships with clients and helping them navigate their financial journeys.
• OTE for 1st year $160-200k with OTE for 2nd year over $250k

Ideal Candidate:
The ideal candidate for this role is a motivated and skilled tax professional with a passion for client service and team collaboration. They should have CPA licensure (or be progressing towards it) and at least 2-4 years of tax preparation experience, along with 1-2 years in a tax review role. This candidate thrives in a fast-paced environment, especially during tax season, and has the flexibility to work extended hours when needed. Exceptional communication skills are essential, as this role involves meeting with clients to discuss tax strategies, overseeing a team of tax preparers, and ensuring a smooth, high-quality tax filing process.

Primary Responsibilities:

• Meet with clients to prepare and file annual personal and business tax returns (1040, 1065, 1120S).
• Review and submit completed tax returns for e-filing, ensuring accuracy and compliance.
• Advise clients on tax strategies to optimize their financial outcomes.
• Address and resolve client concerns promptly to maintain a high standard of service.
• Conduct tax consultations as needed.
• During off-season, assist with non-tax services and consulting, including potential bookkeeping and other advisory tasks.

Skill Requirements:

• CPA Licensure (or actively pursuing CPA certification).
• PTIN credentials required
• 2-4 years of tax preparation experience (preferred).
• 1-2 years of tax review experience (preferred).
• Strong client communication skills – able to explain tax strategies and address client concerns effectively.
• Detail-oriented and highly organized – ensures accuracy and timely turnaround on tax filings.
• Flexibility to work extended hours during tax season and adjust schedule as needed during off-season.
• Proficiency in Quickbooks Online and Drake Software or similar tax preparation software (a plus).
• Strong problem-solving skills – able to handle client issues and provide strategic tax advice.
• Self-motivated and adaptable – able to take on non-tax consulting tasks during the off-season.
• Communication : Exceptional verbal and written communication skills, with the ability to engage professionally and confidently with clients.
• Teamwork & Independence: Proven ability to work effectively both independently and as part of a team, showing initiative and reliability in a fast-paced environment.

Other Requirements:

• In-Office Presence: This role requires on-site work at our Provo location. After the training period and performance has been established open to a hybrid schedule.
• Typical Schedule: Full-time, Monday through Friday, 8:30 a.m. to 5:30 p.m. Flexibility is available as needed.

Benefits:

• Profit Sharing: 20% company profit sharing with high earning potential
• Paid Time Off : 3 weeks annually to recharge and relax.
• Medical Insurance : Enjoy choosing a plan that works best for you with Company Reimbursement.
• Paid Holidays : 10 paid holidays per year to enjoy time with family and friends.

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