Senior Tax & Accounting Associate (CPA/EA Preferred)

FlourishesConsulting • Columbus, OH

10d

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, financial reporting, and planning engagements for individuals, families, entrepreneurs, and closely held businesses. The associate manages engagements from start to finish, prepares tax returns across entity types, maintains accurate client books, responds to tax notices, and helps clients plan ahead. The role involves direct client relationships and seeing the full financial picture of each client. 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 take ownership of work, maintain accuracy, explain complex topics simply, and stay organized while managing multiple deadlines.

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 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 of tax, bookkeeping, financial reporting, and advisory work.
• Direct client relationships.
• Room to grow as the firm expands, with increasing responsibilities and opportunities.
• People-first culture focused on treating employees well.

What This Job Offers

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