Senior Tax Preparer/Bookkeeper

Robert Half is partnering with a well-established local CPA firm seeking a Senior Tax Preparer / Bookkeeper to join its growing team on a permanent basis. This role is ideal for an experienced tax professional who enjoys working directly with small business and individual clients while handling a blend of tax preparation, bookkeeping, and general accounting responsibilities.

The firm serves a diverse client base consisting primarily of individuals and small businesses and offers a collaborative environment with strong work-life balance initiatives, including summer half-day Fridays and extended holiday weekends.

Responsibilities Include:

• Prepare individual, business, partnership, and corporate tax returns.

• Maintain client bookkeeping records and perform account reconciliations.

• Support month-end and year-end accounting processes for small business clients.

• Prepare financial statements and related reports.

• Assist clients with payroll, sales tax, and other routine accounting matters.

• Review financial records for accuracy and identify potential tax planning opportunities.

• Communicate directly with clients regarding tax and bookkeeping questions.

• Utilize QuickBooks and ProSeries to manage client engagements and tax filings.

• Support additional accounting and advisory projects based on experience level.

Why Consider This Opportunity?

•Established CPA firm with a loyal client base.

•Flexible hiring approach based on experience level.

•Open to experienced tax preparers, EAs, CPAs, and accounting professionals with strong tax backgrounds.

•Summer half-day Fridays and extended holiday weekends.

•Medical, dental, vision, PTO, company-paid long-term disability, and Simple IRA plan.

•Compensation flexibility for experienced candidates, with additional bonus opportunities potentially available for senior-level professionals.

Salary Range: $80,000 - $110,000 base salary, with ability to flex up or down depending on experience.

Qualifications:

•Experience preparing tax returns for individuals and small businesses.

•Bookkeeping and general accounting experience required.

•Familiarity with QuickBooks and tax preparation software preferred.

•Ability to work independently and manage multiple client engagements.

•Strong attention to detail and organizational skills.

•CPA, EA, public accounting experience, or equivalent tax preparation background is a plus but not required.

Ideal Backgrounds

•Senior Tax Preparer

•Tax Accountant

•Staff or Senior Accountant with tax experience

•Bookkeeper with significant tax preparation responsibilities

•Enrolled Agent (EA)

•CPA

•Career Tax Professional

This is an excellent opportunity for a tax and accounting professional seeking a long-term home with a respected local firm that values practical experience, client relationships, and quality work.

For more information or confidential consideration, please reach out to Hayden Bauer.