Available Job Opportunities

Accounting Assistant 
Bellingham, WA (in-office)

Our client, a well-established General Contractor with a strong reputation in the industry, has a rare opening for an Accounting Assistant to join their team and help with their diverse accounting needs.?

The client’s primary focus is office and industrial construction, with developments around the Northwest. This role will support the accounting department. This individual will work closely with the Controller, construction project team, and various other departments to ensure accurate and consistent reporting of financial transactions and their impact on the financial statements.?

The ideal candidate will have 1+ years of accounting experience and strong financial acumen. Experience with accounting in the construction industry would be a big plus!

Our client believes in a healthy work-life balance, and their benefits package directly supports that culture and belief system.

Accounting Assistant Responsibilities:

• Financial Support: Assist in financial tasks, including accounts payable, accounts receivable, and payroll processing.
  
• Assist with Weekly Payroll: Support the processing of weekly payroll for 100+ employees.
  
• Data Entry:Accurately enter financial data into the accounting system and maintain records.
  
• Reporting:Prepare and assist in preparing financial reports, statements, and reconciliations.
  
• Documentation:Organize and maintain financial documents and records.
  
• Administrative Support: Provide general administrative support to the finance and accounting team as needed.
  

Accounting Assistant Qualifications:

• The candidate should possess 1-3 years of experience in accounting (construction accounting is a plus!).
  
• High school diploma or equivalent, AA or BA in accounting preferred.
  
• Exceptional attention to detail and accuracy required.
  
• Solid communication skills, a strong work ethic, and refined interpersonal skills.
  
• Ability to?work independently while managing multiple demands in a timely manner in a fast-paced environment with plenty of autonomy.
  
• Experience in Real estate, Construction, or Property management a plus.
  
• Proficiency in MS Excel, MS Word, and general ledger accounting software required. 
  

Benefits & Appreciation:

• Medical, Dental, Vision, Disability, and Life Insurance.
  
• 401K plan with matching.
  
• Health Care and Dependent Care Flexible Spending Account (FSA).
  
• Employee Assistance Plan (EAP).
  
• Paid time off and holidays.
  

Compensation: $25-$35 an hour (DOE) 
Competitive salary based on experience.

Executive Assistant

Seattle, WA (*on-site four days a week, with one day at a satellite office in Puyallup)

Looking for an opportunity to apply your executive support skills in the real estate development sector? Our client, a local privately held real estate investor and developer is seeking an Executive Assistant to support their Corporate Leadership Team.

In this multifaceted role, you'll support the leadership team across various areas, including project management, timelines, and marketing endeavors.

The ideal candidate will have over five years of experience as an Executive Assistant in a highly confidential environment. They should demonstrate strong self-motivation, professionalism, and proficiency in efficiently managing tasks within a dynamic corporate environment.

Executive Assistant Responsibilities:

• Manages executive communications, including call screening, mail handling, email responses, and interaction with partners and staff.
• Coordinates complex calendar management, collaborating with other executive assistants to optimize schedules.
• Tracks internal deadlines, sends reminders to teams for CIO and VPs, and arranges detailed travel plans and itineraries.
• Facilitates meeting support, including agenda preparation, material compilation, and follow-up tasks.
• Edits and prepares complex documents, presentations, and correspondence with high-level design and grammatical precision.
• Oversees corporate event planning and management, handling logistics such as venue booking, budgeting, and entertainment.
• Acts as a liaison for transactional documentation requiring CIO or VP review/execution between departments.
• Handles monthly corporate card reconciliations and expense reports for CIO and VPs, managing PTO requests and approvals.
• Utilizes internal systems to track personnel dates and assists with employee recognition efforts.
• Drafts social media posts representing the CIO and VPs.
• This role will be based in Seattle for four days a week and at their HQ in Puyallup for one day.

Executive Assistant Qualifications:

• Bachelor’s Degree highly preferred.
• At least 5 years’ experience as an Executive Assistant to senior management in a dynamic environment.
• Proficient in Outlook, Word, Excel, PowerPoint, Adobe, and InDesign. Willingness to learn company-specific software.
• Excellent planning, organizational and written and verbal communication skills
• Experience in design and marketing for visually appealing presentations.
• Resourceful problem solver capable of independent work in varied environments.
• Effective multitasker, able to prioritize tasks and work well under pressure.
• Familiarity with commercial real estate and financial terminology is advantageous.
• Occasional travel required (1-3 trips annually).
• Maintains strict confidentiality and exercises sound judgment in significant matters.

Benefits & Appreciation:

• Medical, Dental, Vision, Disability, and Life Insurance.
• 401K plan with matching.
• Health Care and Dependent Care Flexible Spending Account (FSA).
• Employee Assistance Plan (EAP)
• Paid time off and holidays.

Compensation: $70,000 - $90,000

Controller – National Home Builder

Sacramento, CA

Our client, a leading National residential developer and home builder, is looking for Controller with a focus in homebuilding to join their collaborative team. This role will involve overseeing divisional historical reporting, budgeting, and financial projections in Northern California.

The Controller will oversee their team and focus on daily initiatives, guide senior management in policy adherence and facilitate communication between divisions and corporate offices on financial matters. Experience with homebuilding is a requirement for this position.

The company puts an emphasis on building not only homes, but a community. They encourage a collaborative and well-balanced work life and strive to make employees feel valued.

Controller Responsibilities:

• Enforce company operating procedures and policies as fiduciary responsibility.
  
• Direct the daily activities of the accounting department, including supervision and mentorship to department personnel.
  
• Handle all banking activities in accordance with corporate policies and procedures.
  
• Report financial results following GAAP and company accounting policies.
  
• Manage budgeting process to accurately reflect contractual liabilities in accounting system.
  
• Supervise preparation of financial projections for corporate management.
  
• Lead month-end close process and coordinate with Corporate Accounting.
  
• Stay updated on industry trends, accounting standards, and regulatory changes to improve financial processes and compliance.
  
• Coordinate with external auditors, tax advisors, and legal counsel for audits, reporting, and tax filings. 
  
• Implement pricing strategies agreed upon by management.
  
• Conduct business ethically to enhance customer service and company profitability.
  
• Demonstrate full understanding and utilization of computerized accounting system.
  
• Engage in both financial and operational aspects of business, including field visits.
  

Controller Qualifications:

• Bachelor's degree from a four-year college or university is required.
  
• Prior experience as a Controller within the homebuilding industry is required.
• At least 5+ years of relevant experience and/or training.
  
• Understanding of accrual-based accounting.
  
• Highly organized, detail-oriented, and meticulous, consistently displaying accuracy.
  
• Demonstrates honesty and integrity in actions and decision-making.
  
• Excellent verbal and written communication skills.
  
• Proficient in MS Office applications (Excel, Word, Outlook, PowerPoint).
  
• Capable of multitasking, prioritizing, and efficiently managing time to meet competing deadlines.
  

Company Benefits:

• Medical, Dental, Vision, Life and Disability Insurance offered, plus an HSA and FSA
  
• 401K with a 3% match
  
• Employee stock purchase plan
  
• Company wellness program
  
• Relocation Assistance
  
• Paid Holidays, Sick Time, and Vacation Time
  

Compensation: $135,000 - 145,000 base compensation + $85,000 bonus earning potential = $225,000

Senior Financial Planner

Bellevue, WA

Join an expanding independent advising firm as a Senior Financial Planner and leverage your financial planning expertise to serve high-net-worth clients. This firm stands out for its industry leadership and client-focused approach.

In this role, you will lead the team, enhance planning services, and drive initiatives for top-tier clients. Your role will be pivotal in providing tailored financial planning solutions, helping clients achieve their goals, and securing their financial future.

The ideal candidate will not only have industry experience, but looking to mentor a team, work closely with leadership and make an immediate impact in this atypical firm!

Senior Financial Planner Responsibilities:

• Provide comprehensive financial planning, wealth management, and advisory services to existing clients, focusing on high-net-worth individuals,
  
• Maintain strong relationships with clients to ensure their continued satisfaction and retention.
  
• Collaborate closely with the Investment Team to align investment strategies with client portfolio objectives.
  
• Engage in discussions about estate planning and coordinate with internal and external resources to fulfill client estate planning needs.
  
• Plan, facilitate, and deliver client meetings, ensuring effective communication and presentation of financial strategies.
  
• While not mandatory, pursue new business development opportunities as appropriate, leveraging existing capacity and interest.
  

Senior Financial Planner Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFP® certification preferred).
  
• Demonstrates proficiency as a Financial Planner.
  
• Exhibits strong verbal and written communication skills, with meticulous attention to detail.
  
• Proficient in Microsoft Office Suite and CRM software such as Salesforce.
  
• Demonstrates drive and a client-first mindset in helping and serving others.
  
• Holds securities licenses, such as Series 65, as a plus.
  

Company Benefits & Appreciation:

• 100% medical, dental, and vision insurance.
  
• Paid time-offs, and holidays.
  
• 401k with matching.
  

Compensation: $90k - $155k+ (DOE)

Director: Accounting & Finance

Kirkland, WA

Bring your accounting and finance acumen to a dynamic local real estate development and capital investment company with a diverse portfolio of real estate and a variety of companies. With a cumulative leadership tenure of over 50 years in primarily West Coast operations, this family-owned company takes great pride in its systematic approach to business.

The ideal candidate will have a solid foundation in leveraging data in financial decision-making and driving performance, streamlining processes with automation, and an eye for evaluating and implementing emerging accounting practices. Prior public accounting experience is a huge plus.

Director Accounting & Finance Responsibilities:

• Financial Reporting and Analysis: Prepare accurate and timely financial reports, forecasts, and cash flow statements. Analyze financial data to provide insights into performance, trends, and variances. Present financial information clearly to stakeholders.
  
• Financial Strategy and Planning: Develop and execute comprehensive financial strategies aligned with the company's long-term goals and risk tolerance. Provide strategic guidance on investment decisions, asset allocation, and portfolio management. Conduct regular financial analysis to identify optimization opportunities.
  
• Investment Management: Oversee accounting and reporting of the business portfolio. Evaluate investment opportunities across asset classes, including real estate and operating businesses. Communicate investment performance with partners as necessary.
  
• Risk Management and Compliance: Assess risk management processes to achieve cost efficiency. Ensure compliance with relevant regulatory requirements, tax laws, and reporting standards. Establish internal controls and procedures to safeguard assets and prevent fraud or misconduct.
  
• Tax Planning and Compliance: Collaborate with external tax advisors to develop tax-efficient strategies. Ensure compliance with tax laws at local, state, and federal levels. Coordinate tax return preparation for the family and related entities.
  

Director of Accounting & Finance Qualifications:

• Bachelor's degree in finance, accounting, or a related field; MBA or CPA preferred.
  
• Experience as a controller or senior financial/accounting executive in real estate, construction, or family office required.
  
• Strong understanding of investment management principles and financial markets.
  
• Knowledge of tax planning strategies and regulatory compliance.
• Excellent analytical, problem-solving, and decision-making skills.
  
• Exceptional leadership, communication, and interpersonal skills.
  
• Ability to maintain confidentiality and discretion when dealing with sensitive financial information.
  

Benefits & Appreciation:

• 100% medical benefits for you and your dependents
  
• Flexible Office Hours
  
• Generous PTO
  

Compensation: $180,000 - $250,000

Loan Officer – Private Lender

Kirkland, WA (in-office)

Join our client, a leading private real estate lender with a robust lending team and over $350M in capital. Specializing in lending to builders and developers, they boast a mortgage brokerage and development division.

With one of the top-performing funds in the U.S. and $100M in real estate acquisitions over the past four years, they continue to grow and are looking to add a Loan Officer to their dynamic team of 10.

As the Loan Officer, you will be pivotal in guiding clients through the mortgage process, from application to closing. With a focus on customer satisfaction and financial expertise, you will assess applicants' financial situations, recommend suitable loan products, and ensure a seamless transaction experience.

An ideal candidate will have 4+ years of experience in the mortgage industry, strong customer service skills, and be an effective communicator and team player.

Loan Officer Responsibilities:

• Manage customer experience by implementing strategies and techniques to ensure positive interactions with the organization and its products/services at every touchpoint.
• Utilize effective communication concepts to accurately transmit, receive, and interpret ideas, information, and customer needs.
• Conduct financial analysis to assess applicants' financial situations and determine loan eligibility.
• Originate loans by processing new applications while adhering to established policies and procedures.
• Build effective working relationships within and across departments, functional areas, and reporting lines.
• Utilize knowledge of mortgage products to recommend suitable options based on the applicant’s financial status.
• Act as the interface between loan processor, senior loan officer/mortgage loan originator, underwriter, mortgage lender or banker, and realtors to ensure a successful loan transaction.
• Review options with the senior loan officer/MLO to recommend suitable home loan products based on the applicant’s financial status.
• Educate applicants about various residential mortgage loans, answering questions and providing additional information to build personal relationships.
• Assemble financial information to assist with loan applications, prepare loan files, and assess applicants’ economic situation and eligibility.
• Develop and maintain a workable schedule to accomplish day-to-day operational goals.

Loan Officer Qualifications:

• 4+ years of mortgage/banking experience and or related industry experience in construction, real estate and/or private equity.
• Knowledge of LOS software. Land Gorilla preferred.
• Ability to manage multiple tasks concurrently, efficiently, and effectively.
• Knowledge of consumer and residential lending regulations will be beneficial.
• Experience in real estate, lending institutions, credit unions, financial services, or related fields desired but not required.
• Excellent sales, relationship-building, communication, and MS Office skills are essential.
• Willingness to complete training program to obtain NMLS/MLO/state license.

Company Benefits & Culture:

• Annual bonuses
• Free parking on site
• Employee home loan program
• Employee stock options
• 401k with a 3% match

Compensation: $60,000 base with commissions. OTE $100,000 - $120,000.

Client Service Associate – Wealth Management

Bellevue, WA

Work for an independent advising firm that is growing quickly. This dynamic group of experts in their field is looking to add a Client Service Associate. By placing their clients' interests at the forefront of their investment management and planning process, they strongly emphasize developing long-term client relationships.

The ideal candidate will focus on the client's needs, have excellent follow-up and attention to detail, have outstanding customer service abilities, and have experience working with high-net-worth clients. This might be a good fit for you if you have experience in the financial services or related industry, a solid commitment to providing excellent customer service, and a desire to work for a firm with many prospects for professional advancement.

Client Service Associate Responsibilities:

• Deliver outstanding customer service and communication to high-net-worth individuals.
• Encourage the efficient use of CRM to guarantee the consistent use of the service model.
• Arrange, confirm, and occasionally participate in customer meetings:
  • Prepare meeting agenda (with advisor input) and supporting materials.
  • Record meeting notes and prepare follow-up communication to clients.
  • Utilize the CRM system for any needed follow-up tasks.
• Handle day-to-day client service activities:
  • Prepare and process onboarding paperwork and incoming account transfers.
  • Facilitate money movement, which includes wires, third-party wires, links to bank accounts, journals, and checks.
  • Monitor account activity, alerts, transfers, etc. and take necessary action.
  • Track significant client events and send corporate greetings as appropriate.
  • Coordinate annual tax reporting with client CPAs.
  • Handle annual required minimum distributions (RMD’s) for retirement accounts.
  • Address inbound client calls and attentively note client requests.
  • Interface with the custodian service team as needed to resolve client issues.
• Provide financial planning support to advisors, maintaining financial planning profiles and updating plan information in planning software.

Client Service Associate Profile:

• At least 1+ years client service experience in financial services or a related field; direct investment industry experience is a plus.
• Proficiency with Microsoft® Office, Salesforce, etc.
• Excellent written and verbal communication.
• High social and emotional intelligence.
• Securities licenses (e.g., Series 65) and/or financial planning knowledge is a plus.

Company Benefits & Appreciation:

• 100% medical, dental, and vision insurance.
• Paid time-offs, and holidays.
• 401k with matching.

Compensation: $60-80k/year DOE

Litigation Paralegal

Join a premier litigation firm in the Pacific Northwest and bring your legal assistance expertise to their dynamic team!

As a Litigation Paralegal, you'll play a vital role in trial teams, overseeing all phases from investigations to pleadings and discovery. Working closely with attorneys, you'll support them in depositions, witness preparation, and research, while also preparing and managing exhibits.

The ideal candidate has a proven track record as a Litigation Paralegal, with expertise in motions, discovery, evidence, litigation documentation, court rules and procedures, and related practices.

Litigation Paralegal Responsibilities:

• Carry out preliminary inquiries, legal research, and initial evaluations of cases.
  
• Create pleadings, motions, and appellate documents, and submit them to the court.
  
• Handle administrative tasks such as managing schedules, organizing case files, and overseeing logistics.
  
• Maintain indexes for pleadings and discovery materials.
  
• Arrange exhibits, documents, evidence, briefs, and appendices in an orderly manner.
  
• Aid attorneys in responding to interrogatories and fulfilling other discovery requests.
  
• Collect pertinent information from diverse sources.
  
• Act as a bridge between trial teams and both internal and external third parties.
  
• Assist in jury selection, witness preparation, and the voir dire process.
  
• Offer support in reaching case settlements.
  

Litigation Paralegal Qualifications:

• Certification or associate degree in paralegal studies (bachelor’s degree is preferred)
  
• At least 2 years’ experience in a paralegal role
  
• Investigative mind and strong research skills
  
• Working knowledge legal database software
  
• Experience in preparing legal reports
  
• Excellent communication and time management skills
  

Senior Financial Accountant

Seattle, WA

Our client, a well-established Real Estate Developer with assets in the US and Canada is searching for a Senior Financial Accountant to manage their high-profile developments. This position is based in our client’s Seattle office.

The ideal candidate will be a long-term player with a proven track record of success with 5 years experience in the Real Estate/Development or Construction Industries. Knowledge of IFRS/GAAP U.S. accounting and Yardi experience is preferred.

The Senior Financial Accountant be integral to the accounting team’s success as it will work on Joint Venture Accounting, Acquisitions, Project Accounting, and Property Management Accounting.  This role works closely with and reports directly to the Controller.

Senior Financial Accountant Duties:

• Prepare monthly financial statement packages for corporate and project entities including financial statements, cash flows and supporting working papers.
  
• Responsible for understanding partnership agreements and partner/investor waterfalls for income, fees, and cash flow distributions.
  
• Ensures all financial reports are prepared in a timely and accurate manner, including allocations and expense/revenue accruals. Prepares and presents financial statements and related reports (including but not limited to balance sheets, income statements, cash-flow reports/projections, and variance analysis).
  
• Project Accounting: Prepares and enters all project job cost and journal entries necessary to maintain budget cost categories and ledger accounts to accurately reflect financial activity and balances.
  
• Responsible for the cash management and oversight of each development project and related entity, including payments to contractors and professionals, processing of wires, transfers and collection of fees, loan disbursements and equity contributions.
  
• Responsible for accounting oversight and maintenance of the general ledger for entities associated with development projects.
  
• Assist in annual audit requirements and ad-hoc reporting requirements.
  
• Assist in all lending reporting requirements.
  
• Prepare and maintain monthly proformas, bank draws, budgets & forecasts.
  
• Effectively communicate with development team on budget concerns or overages.

Senior Financial Accountant Qualifications:

• Bachelor’s degree in Accounting or Finance preferred or relevant accounting experience
  
• 5+ years accounting related experience
  
• Experience managing a diverse team with multiple locations
  
• Property Management Software, Yardi Software preferred
  
• Proficient in MS QuickBooks, MS Office, and Power Point
  

Benefits and Appreciation:

• 100% employee paid benefits
  
• 401k with 5% Match
  
• Wellness Reimbursement
  
• Generous PTO
  

Compensation: $90,000 - $115,000

Tax Associate

Lynnwood, WA

Our client, an established boutique public accounting firm with a tight-knit team of experienced tax accountants, is looking to add a Tax Associate to their team. As the Tax Associate, you will be responsible for preparation and review of tax returns, including individual, partnership, corporate, trust, and non-profit returns, as well as technical research.

An ideal Tax Associate has strong technical and communication skills and the ability to deliver a quality product in a timely manner. This is an excellent opportunity to work with a friendly and collaborative company.

Tax Associate Duties:

• Compile and analyze financial data for accurate and compliant tax returns.
• Stay updated on tax laws, conduct research, and provide informed advice.
  
• Communicate with clients, address inquiries, and assist with tax-related matters.
  
• Maintain organized records, ensuring compliance with tax regulations.
  
• Work with internal teams to gather information for tax reporting.
  
• Generate timely tax reports and provide advice on tax strategies.
  
• Assist in preparing for internal and external tax audits.
  
• Stay informed about changes in tax laws through ongoing professional development.
  

Tax Associate Qualifications:

• 2-4+ years public accounting tax experience.
• Bachelor's or Master's degree in Accounting; MS in Taxation is highly preferred.
  
• CPA certification or progress toward CPA is preferred.
  
• Preferred proficiency in preparing the following:
  
• Business returns (C-corps, S-corps, partnerships, LLC)
  
• Individual returns (1040)
  
• Trusts, gift/estates (1041, 709, 706)
  
• Exempt organizations (990, 990T)
  
• Strong tax research and writing skills.
  
• Ability to manage projects effectively and efficiently from start to finish.
  
• Ability to manage multiple client engagements simultaneously.
  
• Ability to work effectively both independently and as part of a team.
  
• Tech Savy: MS Office, QuickBooks products, Tax preparation software (experience with UltraTax CS, a plus), Familiarity with Practice CS & Accounting CS, a plus, Electronic/online research tools (experience with RIA a plus)
  

Benefits & Appreciation:

• Flexible schedule outside of tax season and a 50-hour work week during tax season.
• Hybrid work schedule
• Yearly home office stipend + monthly cell phone reimbursement.
• Medical, dental, vision benefits.
  
• Retirement plan with employer match.
  

Compensation: $90k - $110k+ DOE

Sr. Tax Manager

Lynnwood, WA

Are you a Senior Tax Manager looking for an opportunity with a fast track to becoming a partner? Do you enjoy developing client relationships and working with small businesses and high-net-worth individuals? Then this could be the role for you!

Our client, an established boutique public accounting firm with a tight-knit team of experienced tax accountants, wants to add a Sr. Tax Manager.  As the Sr. Tax Manager, you will be key to the leadership team and front-facing with top clients. You will work on tax planning and compliance for flow-through entities (S corps, partnerships, etc.) and individual tax returns for higher income and higher net worth clients. This isn’t a “turn and burn” leadership position where you are siloed or stuck at a desk churning thousands of tax returns. This is not our client’s business model.  

An ideal principal will have a breadth of experience in tax, like being front-facing with clients and mentoring junior tax associates. This is an excellent opportunity to get in with a growing and collaborative company.

Sr. Tax Manager Duties: 

• Delegate tax preparation and research to staff (as appropriate).
  
• Ability to accurately prepare business tax returns for: C & S corporations, partnerships, individuals, trusts, gifts, and estates.
  
• Review corporate and individual tax returns of varying complexities.
  
• Prepare complex business income tax returns.
  
• Manage client engagement/relationships.
  
• Develop staff members.

Qualifications:

• 6+ years of public accounting tax experience. BA/BS in Accounting; MS in Taxation a plus.
  
• Tax return review skills.
  
• Strong tax research and writing skills.
  
• Ability to manage projects effectively and efficiently from start to finish.
  
• Ability to manage multiple client engagements simultaneously.
• Ability to work effectively both independently and as part of a team.
  

Benefits & Appreciation:

• Flexible schedules outside of tax season and a 50-hour work week during tax season.
  
• Option to work in the office and from home (our office is virtualized).
  
• Great vacation package.
  
• Competitive compensation and benefits, including medical, vision, dental, 401k match at 3%
  

Compensation: $130,000-$170,000+

Tax Associate

Seattle, WA (Hybrid)

Our client, an established boutique public accounting firm with a tight-knit team of experienced tax accountants, is looking to add a Tax Associate to their team. As the Tax Associate, you will be responsible for the preparation and review of tax returns, including individual, partnership, corporate, trust, and non-profit returns, as well as technical research.

An ideal Tax Associate has strong technical and communication skills and the ability to deliver a quality product in a timely manner. This is an excellent opportunity to work with a small, friendly, and collaborative company.

Tax Associate Duties:

• Compile and analyze financial data for accurate and compliant tax returns.
• Stay updated on tax laws, conduct research, and provide informed advice.
• Communicate with clients, address inquiries, and assist with tax-related matters.
• Maintain organized records, ensuring compliance with tax regulations.
• Work with internal teams to gather information for tax reporting.
• Generate timely tax reports and provide advice on tax strategies.
• Assist in preparing for internal and external tax audits.
• Stay informed about changes in tax laws through ongoing professional development.
  

Tax Associate Qualifications:

• 2-4+ years of public accounting tax experience.
• Bachelor's or Master's degree in Accounting; MS in Taxation is highly preferred.
• CPA certification or progress toward CPA is preferred.
• Preferred proficiency in preparing the following: Business returns (C-corps, S-corps, partnerships, LLC), Individual returns (1040), Trusts, gift/estates (1041, 709, 706), and Exempt organizations (990, 990T)
• Strong tax research and writing skills.
• Ability to manage projects effectively and efficiently from start to finish.
  
• Ability to manage multiple client engagements simultaneously.
  
• Ability to work effectively both independently and as part of a team.
  
• Tech Savy: MS Office, QuickBooks products, Tax preparation software (experience with UltraTax CS, a plus), Familiarity with Practice CS & Accounting CS, a plus, Electronic/online research tools (experience with RIA a plus)
  

Benefits & Appreciation:

• Flexible schedule outside of tax season and a 50-hour work week during tax season.
  
• Hybrid work schedule
  
• Yearly home office stipend + monthly cell phone reimbursement.
  
• Medical, dental, and vision benefits.
• Retirement plan with employer match.
• Transportation benefits, continuing professional education, client referral bonus, and tuition reimbursement plan.

Compensation: $90k - $110k+ DOE, 7-10% bonus