Tax Associate

The Need

Lance CPA Group, a virtual CPA firm based in Chicago, Illinois is looking to hire a full time, organized and detail oriented Tax Associate.

The Firm

Lance CPA Group is a boutique certified public accounting firm. We leverage today's best technologies to support innovative clients with their financials. Specifically, we tap the power of cloud-based solutions to deliver outsourced accounting services, tax planning and preparation, and small business coaching and advisory.

Headquartered in Chicago, we cater to a niche target audience: craft breweries and digital agencies located right here, but also beyond our vibrant city. We've made it our business to get to know these types of businesses, pairing our expertise to meet their unique demands and to help ensure their financial well-being.

In addition to working with these innovative niche clients with customized solutions, we provide CPA and tax services for small businesses, entrepreneurs, solopreneurs and individuals who have a passion for developing their businesses in progressive, future-focused ways.

The Position

The Tax Associate will have responsibility for assisting and maintaining organization within the Tax Team. The Tax Associate will have the ability to work to a high level of accuracy, autonomy and possess exceptional organizational and time management skills, with the ability to multitask. A strong attention to detail will be required to be successful in this role. Responsibilities may include, but are not limited too:

  • Collaborate with the tax team to revise and improve tax processes to ensure continual high quality service
  • Assist with creating and maintaining AICPA checklists
  • Daily maintenance of the tax inbox, and assigning correspondence to the relevant tax accountant
  • Communicating with clients on a regular basis
  • Taking ownership of retrieval and storage of clients relevant documentation
  • Commit to regularly scheduled tax check-in meetings 2-3 times a week via Google Hangout.

    In addition to these services, the Tax Associate will assist other team members in completion of special projects and other ad hoc tasks.

The Benefits

  • You get to work from home with a flex time schedule!
  • Medical and Dental benefits available
  • After six months you will be able to join our company 401(k) plan. We offer a 6% employer match and there is no vesting period
  • Paid Time Off
  • Monthly self-care stipend
  • A technology stipend

The Requirements

We expect the person who fills this position to have the following skills and abilities:

Flexible: The work that is performed will change and won't be the same day-to-day. You will need to be able to adjust on the fly.

Responsible: This position would mean that you would be working from home with minimal supervision. While you get to work on your schedule, you will be responsible for meeting agreed upon deadlines and time frames for performing the work. Someone who is self-motivated is a plus for this position.

Work Independently: You will, for the most part, be working alone. You will need to be comfortable working in that type of environment.

Tech Savvy: All of the applications we use are cloud based, and there are a lot of them. You will need to be able to pick up and work with multiple applications and understand how different applications talk and work with each other.

Attention to Detail: Accounting and taxes are inherently detail intensive. Beyond that, work we do for clients or internally requires the data and information to be correct. Small errors can lead to big problems!

Understand the confidential nature of the work being performed: The nature of this business is that we will be handling a lot of confidential information. You will be responsible for ensuring that the confidential information that you touch remains secure.

Quick Learner: We expect that you will be able to pick things up quickly and be willing to learn new things.

The Experience Needed

We expect the person who fills this position to have the following qualifications:

  • A Bachelor's degree is required
  • CPA is preferred but not required
  • At least 1-2 years of relevant experience
  • Knowledge of Xero and Quickbooks Online a plus
  • Knowledge of ProConnect a plus
  • Knowledge of Karbon a plus
  • Proficiency in technology
  • Regular internet access, as all of our applications are cloud-based
  • Ability to attend 2-day team retreats in the Chicagoland area 2-3 times per year

The Process

Drop your application and resume here. Your cover letter should share why you feel you would be a good fit for our firm. Once you have applied, we will review your application and resume. If we decide to interview you, you will start by interviewing with our Human Resources Specialist and another member of our team. All interviews will be done via Google Meet.

Related keywords: accounting, accountant, tax accountant, tax, staff accountant, tax admin

Lance CPA Group
Salary Range
$30,000.00 - 48,000.00
per Year
Salary range estimated by
Chicago, IL 60290, US
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