Staff Tax Accountant

Pay: $70,000.00 - $80,000.00 per year

Job description:

Joining the team at Money Forward WhippleWood means seizing the opportunity to make meaningful contributions, positively impact the community, and advance your career in a supportive environment. Our company culture has been consistently recognized as a Best Place to Work by the Denver Business Journal, Outside Magazine, Inc. Magazine, and Accounting Today.

We are seeking a motivated Tax Staff Accountant with internship experience or up to 1 year in public accounting to join our dynamic tax team. The ideal candidate will have a strong foundation in tax compliance and a passion for helping clients navigate complex tax regulations.

The ideal candidate will thrive in a dynamic environment where each client and day presents new and diverse challenges and should:

• Possess the ability to build collaborative relationships with colleagues and clients
• Offer ideas and insights-even when we haven't yet considered them
• Embrace the challenge of maintaining high standards
• Keep to high standards that help ensure success for our clients and the firm

Established in 1981, WhippleWood is now part of Money Forward, a global leader in cloud-based financial and back-office solutions. As an alternative-style CPA firm, we serve a wide variety of small to medium-sized businesses and nonprofits, pairing technology-forward tools with high-touch advisory and tax services.

Responsibilities

• Preparation of federal and state tax returns
• Interaction with clients to discuss tax issues and new tax service opportunities
• Coordination of client services
• Collaborate with senior staff on tax planning and strategy development
• Communicate effectively with clients to address inquiries and provide support
• Assist in special projects and other duties as assigned

Requirements

• Bachelor's degree in accounting (a master's in accounting or tax is a plus)
• CPA license or eligibility to sit for the CPA exam
• Proficient accounting skills
• Excellent Microsoft Office skills-Excel, Word, and Outlook
• QuickBooks experience a plus
• Outstanding written and verbal communication skills
• Exceptional interpersonal skills to enable effective interaction with all levels of personnel
• Strong work ethic and attention to detail
• Superior analytical, problem-solving, and organizational skills
• Ability to provide exceptional client service through a sense of urgency and commitment to quality
• Appropriate ethical behavior through extraordinary confidentiality, integrity, and professional conduct
• Ability to work effectively both independently and as part of a team
• A commitment to continuous improvement
• Completion of the Culture Index Survey (required for consideration)

Work Environment Overview

This position is full-time, Monday through Friday. We offer a casual yet professional office environment, excellent work/life integration, strong client contact, and an award-winning culture.

Benefits include:

• 401(k)
• 401(k) matching
• Bereavement leave
• Continuing education credits
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Food provided
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Parental leave
• Referral program
• Retirement plan
• Vision insurance
• Work-from-home flexibility

Schedule

• Monday to Friday (standard schedule)
• Weekends as needed, primarily during busy season (January–April)

Application Questions

• Are you eligible to sit for the CPA Exam? If not, are you currently taking educational steps to work toward certification?

Education

• Bachelor's (Required)

Experience

• Tax experience: 6 months – 1 year (Required)

License/Certification

• CPA (Preferred)

Ability to Relocate

• Littleton, CO 80127: Relocate before starting work (Required)

Job Type: Full-time

Work Location: Hybrid remote in Littleton, CO 80127