*Who we are.
*
TDT CPAs and Advisors has been helping small businesses thrive since being founded in 1975.
We are a firm with 40 team members, including 3 Partners, across 6 locations in the great state of Iowa: Burlington, Cedar Rapids, Centerville, Fairfield, Mt.
Pleasant, and Oskaloosa.
We serve clients nationwide through 3 core service areas: Advisory, Tax Services and Wealth Management Services.
*Who we’re looking for.
*
An experienced Senior Associate with a tax focus who aligns to our values and has a high level of professionalism to best partner with our team and serve our clients.
We have flexible location options in one of six Iowa office locations: Cedar Rapids, Burlington, Mount Pleasant, Fairfield, Centerville, or Oskaloosa.
*What you’ll do.
*
· With limited supervision of a manager or partner perform tax, accounting, and advisory assignments
· Develop quality client relationships and partner to best serve their needs
· Use developed technical skills to deliver high quality work aligned to professional and firm standards
· Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
· Prepare complicated tax returns and returns on dissolution or liquidation
· Prepare and index working papers
· Review previous tax returns and financial documents to identify missing or incomplete information or documentation
· Review all supplied financial information for accuracy
· Use various accounting technology to prepare tax returns and submit for review as part of the internal firm review process
· Calculate taxes owed or refunds due to client; consult tax law publications for guidance on unusual situations
· Maintain understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
· Meet time constraints, billable hours targets, and client deadlines
· Participate in planning, scheduling, and reviewing client engagements
· As needed, mentor or train entry-level associates
· Performs other related duties as assigned
· Travel occasionally (same-day and overnight) for work at clients, firm meetings, or seminars
*What you’ll need.
*
· A strong alignment and willingness to consistently demonstrate TDT’s core values (Honest, Authentic, United, Devoted)
· Bachelor’s degree in Accounting
· 3 to 5 years of experience in public accounting with complex tax capabilities
· CPA or Enrolled Agent certification strongly preferred
· Proficiency with Microsoft Office (Outlook, Power Point, Excel, Teams, Share Point, etc.
) and the ability to stay ahead of the curve with continual technology advancements
· Experience using various Thomson Reuters software applications preferred
· Demonstrated high level of discretion and confidentiality
· Ability to execute and collaborate effectively in a hybrid environment (onsite and virtual)
*What you’ll experience.
*
At TDT, we believe doing this great work goes hand in hand with living a great life.
Here you’ll find:
· *Meaningful work.
*We are passionate about helping small businesses and nonprofits thrive and every member of the TDT Team makes a positive impact on the clients we serve
· *Flexible Work Environment.
* You’ll enjoy the connection and collaboration of a team while having the flexibility to work from home part of each work week.
· *Personal and professional development.
*We’re passionate about growing our team into well-rounded people through professional training and more
· *Work life balance.
* It isn’t a luxury – it’s a necessity.
We work smarter because working too many hours is counterproductive.
During tax season (from January to April 15) we do our best to limit you to 50 hours per week.
· *Dress for your day.
*We have a flexible dress code that allows our team to dress for the appointments on their calendar each day.
If you don’t have any client appointments, we encourage jeans and business casual attire.
· And, of course – *competitive pay* and a *comprehensive benefits* program including:
o Medical, Dental, and Vision coverage
o Short Term Disability
o Long Term Disability
o Life Insurance
o 401K
o Paid Time Off, 10 Paid Holidays, and more
*APPLY NOW*
Job Type: Full-time
Pay: $60,000.
00 - $80,000.
00 per year
Benefits:
* 401(k)
* Dental insurance
* Flexible spending account
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday
Experience:
* tax: 3 years (Required)
License/Certification:
* CPA (Preferred)
Work Location: In person