About this role
Job Description
THE ROLE
Own your clients end-to-end — preparation, planning, and IRS/state resolution — in a small firm where good work gets noticed, instead of one return type on a large-firm conveyor belt. We pay for your Enrolled Agent certification, provide financial support toward CPA, and fund extensive continuing education.
WHAT YOU'LL DO
- Prepare federal, state, and local tax returns for individuals, businesses, estates, trusts, nonprofits, and retirement plans (Forms 1040, 1041, 1065, 1120, 1120-S, 5500, 990, and related state/local filings).
- Handle proactive tax planning and client tax questions.
- Perform bookkeeping and payroll services, including Forms 940/941 and state unemployment filings.
- Prepare financial statements and compilation-level work.
- Support IRS and state notice, tax-resolution, and representation matters (based on experience and licensing).
- Manage workpapers and deadlines independently while working closely with the team.
Required Experience
- 2+ years of professional tax-preparation experience (military tax-center / VITA preparation experience counts — tell us about it).
- Bookkeeping and payroll experience.
- Ability to prepare individual and business returns accurately and efficiently.
Preferred Experience
- EA, CPA, or active candidate — or a firm commitment to pursue EA/CPA licensure (we'll sponsor you).
- Experience with Thomson Reuters CS Professional Suite / UltraTax, QuickBooks, and Financial Cents.
- Trusts, estates, nonprofits, multistate taxation, or tax-resolution experience.
Required Skills
- Strong organization, attention to detail, and a client-service mindset.
- Availability for additional hours during January–April tax season.
- This is an in-office position at our Troy, MI location.
Preferred Skills