Senior Tax Associate

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🕒 January 7

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TrueBooks CPA

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

💸 Finance

🏠 Real Estate

🤝 B2B

Finance • Real Estate • B2B

TrueBooks CPA is a specialized certified public accounting firm that helps high-income W-2 earners, real estate investors, and entrepreneurs minimize tax liabilities and make strategic financial decisions. They provide tax planning, tax preparation, bookkeeping, payroll, and accounting services, plus an online Tax Hub with courses, live calls, and templates to support clients. TrueBooks emphasizes proactive tax strategy, industry-specific expertise (notably real estate and short-term rental investors), and uses a client portal and onboarding process to deliver personalized, ongoing advisory and compliance services.

📋 Description

• High level of client communication and service maintaining a 2 business day response time • Manage work (Tax Pipelines) of direct reports, identifying overdue tasks and stale jobs • Gather, organize, and accurately prepare and/or review Federal and state tax returns for high net-worth individuals, real estate investors, and closely held businesses (i.e., corporate, partnership, and LLC) • Review staff member work papers and provide feedback to ensure completeness and accuracy • Mentor and train associates to develop technical and professional skills • Prepare and review estimated tax/extension calculations for various entities and individual clients • Research tax issues and draft technical correspondence, including communication with the IRS and other taxing authorities • Review of client Quickbooks and financial statements; prepare and review adjusting journal entries • Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc. • Hold phone calls or Zoom meetings with clients to discuss their tax situation or returns

🎯 Requirements

• Bachelor's or Master's in accounting from an accredited college or university • Working knowledge of tax preparation software, with specific experience in CCH Axcess preferred • 2+ years of experience preparing 1040s, 1065s, and 1120-S tax returns • 1 to 3 years of experience reviewing 1040s, 1065s, and 1120-S tax returns • Experience preparing and reviewing returns for large partnerships and their K-1s • Experience preparing and reviewing Schedule E, Form 8825, Schedule L and M • Experience calculating improvement basis for real estate acquisitions • Experience preparing and reviewing multiple state tax returns • Experience with client resolution and tax planning • Experience with Form 3115 and 481(a) adjustments • CPA or EA certification preferred

🏖️ Benefits

• 401(k) plan • Flexible work schedule • Work from home • Unlimited PTO • Health insurance • Firm-sponsored continuing education