Overview
This role prepares and reviews tax returns for a variety of entities, with opportunities to mentor team members and maintain recurring direct client contact.
Responsibilities
- Prepare and review tax returns for:
- Individuals
- Corporations
- S-Corporations
- Partnerships
- Trusts and Estates
- Work independently and collaboratively within a team.
- Take a messy trial balance and provide AJEs to correct it.
- Prepare complete and accurate returns and review others’ returns.
- Prepare documentation to support tax return calculations.
- Review data input, identify technical issues, and resolve them.
- Mentor a team of Associates and Seniors.
- Work closely with managers and partners and keep the team informed on status.
- Increase client communication while working on tax returns, potentially across multiple years.
- Understand federal, state, and local tax codes.
- Attend professional development and training sessions regularly and apply learning to assigned tasks.
- Share ideas and opinions with the team.
Requirements
- Bachelor’s degree; CPA preferred.
- 3–5+ years of Tax experience.
- Friendly, professional demeanor.
- Highly organized and detail oriented.
- Ability to handle pressure and tight deadlines during busy seasons.
- Takes pride in work and applies a “Client First” approach.
- Willingness to learn and desire for personal growth.
- Professionalism and enjoyment of working as a valued team member.
- Enjoys working with multiple client types and industries.
- Comfortable working in a business casual environment with a flexible work arrangement.
Preferred Qualifications
Compensation & Benefits
- Competitive base salary (commensurate with experience)
- Retirement plan
- Health/dental/vision insurance
- Short-term and long-term disability options
- EAP benefits
- Self-managed PTO
- Experience-based recognition
- Continuing education and additional incentives for achieving designations/certificates that bring value to the firm
Location
Cheyenne, Wyoming