CPA Tax Preparer

Golden Reserve LLCDublin, OH
Hybrid

About The Position

Golden Reserve is seeking an experienced tax professional to build and lead its internal tax support and preparation team nationwide. This is a player-coach role, with 75% of the time dedicated to tax support and preparation, and 25% focused on building a new team and department. As the team expands, the leadership and management responsibilities will increase. Golden Reserve is a full-service RIA and insurance firm committed to transforming the financial industry for both clients and its team. The company has grown rapidly to over 40 offices across 9 states and is continuing to expand. This role will manage the preparation of annual tax returns, provide ongoing real-time tax support, participate in events, and coordinate the development and expansion of the tax department. Golden Reserve's lead generation strategies include a national radio and television show, seminar workshops, digital marketing, and exceptional client services.

Requirements

  • Certified Public Accountant (CPA)
  • Five (5)+ years of tax preparation, accounting, and tax planning experience
  • Excellent communication skills for managing and inspiring teams and clients
  • Management experience, including leading multi-location teams and driving process
  • GRIT: embracing accountability, ownership, problem-solving, and toughness

Responsibilities

  • Manage the tax preparation of annual returns.
  • Assist with ongoing real-time tax support.
  • Partake in event participation.
  • Coordinate the development and expansion of the tax department.
  • Build and lead an internal tax support and preparation team.
  • Inspire a team and clients through world-class communication.
  • Lead a multi-location team to drive process.
  • Maintain and manage a growth culture with constant change.

Benefits

  • Salary: $125,000 - $150,000 based on experience
  • Ongoing Management Training & Support
  • Generous PTO policy
  • Health & Dental Insurance
  • 401(k)
  • Life Insurance
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