Counting on your success… That’s a novel idea, eh? At AnderKobes CPA, Inc, we work hard to help you achieve your goals and aspirations because we know that our success only comes when you find yours. We are not some huge corporation looking to capitalize on you “joining our fast paced team” and we work you into the ground. That has been proven time and time again that it doesn’t work long term – and that is not something we would want our name on. In fact, we work hard to help that work/life balance through available 4 day work weeks (during the summer months) to flexible hours! Lets chat for more information!
Who Are We? We are AnderKobes CPA, Inc – a growing CPA firm based in Castle Rock. Our Founder and CEO has worked for a “big 4” firm for years and found the secret sauce in what works, and what doesn’t, both with co-workers and Clients and applied those to our Company. Our motto “Counting on your success…” is not only true for our Clients but just as importantly for our co-workers as well.
To accomplish our goals we invest in cutting edge technologies, people and education. To get your job done to the best of your ability, you must be supported by fantastic software and people to help you get there – and have the know-how on how to do it.
A Little History: AnderKobes CPA, Inc has a rich history of about three years. But – its been a whirlwind of a couple of years! Since taking over from the previous owner, we have added hundreds of clients, updated our systems, remodeled our offices and are setting ourselves up for (continued) amazing growth.Tax Senior Associate
JOB DESCRIPTION
Job Summary:
The Tax Senior Associate is responsible for providing tax and consulting services to our Clients.
Job Duties:
Performs Tax planning, preparation and research for individuals and related business, trusts, and estates
Works closely with managers and partners to insure client engagements are completed and timeliness, budgets, etc. are met
Performs write-up of books and records for business as well as compose written tax advice or responses to IRS inquiries
Contributes to client satisfaction by providing timely services and work product
Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, and standards.
Prepares complex tax returns and trains lower level staff members as appropriate; involves specialists where appropriate
Communicates with client and bookkeepers on issues identified in tax return preparation
Plans and reviews the tax process and the procedures to be performed to include:
Monitoring engagement process and actual time incurred vs. budget
Timely billing including management of identified out-of-scope activity and communication to client
Manages client relationships/expectations in accordance with the project
Provides communication to clients in a timely manner
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of tax returns
Involves firm partners and engages outside specialists, as appropriate
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Trains and develops junior staff
Other duties as required
Supervisory Responsibilities:
Responsible for building a team of professionals by training and working together to serve our clients with timely responses to their needs
Supervises Accountants on all projects
Reviews work prepared by associates and provide review comments
Trains Accountants how to use all current software tools
Acts as a Career Advisor to Accountants
Schedules and manages workload of Accountants
Provides verbal and written performance feedback to Accountants
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting or Taxation preferred
Experience:
2-5 years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S-corporation, and trust tax/consulting clients required
License/Certifications:
CPA certification or Internal Revenue Service Enrolled Agent (“EA”), required
Software:
Proficient in Microsoft Office Suite
Thompson Reuters Ultra Tax experience preferred
Other Knowledge, Skills & Abilities:
Detailed oriented
Excellent written and verbal communication skills.
Ability to work independently and in a team environment
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capable of developing and managing a team of tax professionals
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Other duties as assigned.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
Continuing education credits
Flexible schedule
Food provided
Gym membership
Opportunities for advancement
Paid sick time
Paid time off
Retirement plan
Schedule:
Day shift
Monday to Friday
Experience:
Tax: 3 years (Required)
License/Certification:
CPA or Enrolled Agent (Preferred)
Ability to Relocate:
Castle Rock, CO 80104: Relocate before starting work (Required)