Senior Tax & Accounting Associate (CPA/EA Preferred)

FlourishesConsulting • Hilliard, OH

8d

About The Position

A growing public accounting firm in central Ohio is hiring a Senior Tax & Accounting Associate to manage a year-round portfolio of tax, bookkeeping, and financial reporting engagements for individuals, families, entrepreneurs, and closely held businesses. The role covers client work from start to finish, including tax return preparation, bookkeeping, financial reporting, tax notice responses, and planning. It involves working directly with clients, understanding their overall financial situations, and building lasting relationships.

The position also includes maintaining organized client documentation, answering questions about accounting, tax, and business operations, and guiding newer team members as the firm grows. Hybrid or remote work can be arranged after the training period is complete.

Requirements

• Bachelor's degree in Accounting or a related field.
• At least 3 years of public accounting experience in tax and/or client accounting services.
• Experience preparing individual, business, and fiduciary tax returns.
• Proficiency in QuickBooks Desktop and Online, professional tax software, and Excel.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines while staying organized and calm.
• Ability to work directly with clients and explain complex topics simply.

Nice To Haves

• CPA or Enrolled Agent (EA) credential preferred; candidates actively pursuing licensure are encouraged to apply.
• UltraTax software experience.
• Compiled financial statement experience.

Responsibilities

• Prepare federal, state, and local income tax returns for individuals, C and S corporations, partnerships, estates, and trusts.
• Review client source documents for completeness and accuracy.
• Track filing deadlines, extensions, and estimated payments for assigned clients.
• Stay current on changes in federal, Ohio, and local tax law.
• Complete monthly, quarterly, and annual bookkeeping engagements.
• Reconcile bank, credit card, and loan accounts and prepare adjusting entries.
• Maintain client records in QuickBooks Desktop and Online, and correct errors.
• Prepare projections and support year-round tax planning.
• Research and respond to IRS, state, and local notices.
• Represent clients before the IRS within the scope of the associate’s credentials.
• Prepare compiled and internally prepared financial statements.
• Flag financial trends or concerns for clients and firm leadership.
• Answer client questions about accounting, tax, and business operations.
• Maintain organized, accurate electronic workpapers and client documentation.
• Guide newer team members as the firm grows.

Benefits

• Year-round variety across tax, bookkeeping, financial reporting, and advisory work.
• Direct client relationships and the opportunity to work with the people served.
• Room to grow responsibilities and opportunities as the firm expands.
• People-first culture focused on treating employees well.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior