Job Description
For over forty years, clients have turned to ELO CPAs & Advisors for trusted guidance, expert knowledge, and a personalized approach to their accounting and business needs. Today, we honor our founders' commitment to exceptional client care while utilizing cutting-edge tools and techniques to deliver the most effective and beneficial business services. Our firm has expanded to nine offices across eastern South Dakota, including Mitchell, Sioux Falls, Yankton, Huron, Chamberlain, Miller, Elk Point, Alcester, and Vermillion. We are dedicated to continuing our growth and enhancing our service offerings in the future.
As Senior Tax Associate at ELO CPAs & Advisors, you will be vital in delivering high-quality tax services to our diverse client base. You will manage various tax compliance and advisory tasks, ensure adherence to tax laws and regulations, and provide exceptional client service. This position requires a strong understanding of tax concepts, excellent analytical skills, and the ability to work independently and as part of a team.
Key Responsibilities:
Tax Execution
• Possess advanced accounting skills used to analyze client information
• Prepare high-level tax returns and work papers with an advisory mindset
• Apply knowledge of tax regulations and ensure tax compliance
• Prepare and analyze planning estimates to maximize tax benefits
• Assess and research complex tax issues and identify solutions for clients
• Prepare correspondence for submission to the IRS and other tax authorities via mail or phone
Client Interactions
• Meet with clients in person or via phone/virtual communications
• Provide client support and assistance for tax and accounting-related items
• Manage and maintain strong client relationships
• Examine opportunities for additional client service and ongoing support
Documentation & Reporting
• Prepare tax work papers in compliance with firm standards using various software and programs
• Prepare accounting-related reports
• Keep thorough records for other preparers and reviewers
Team Collaboration
• Work with tax team to ensure various tax processes are being performed
• Assist with overall tax workload, including preparation for tax managers and partners and review for junior associates and interns
• Comply with internal processes and procedures to maintain efficiencies
• Promote inter-office work and positive interactions among team members
Professional Development
• Attend professional development and training courses to improve knowledge base
• Keep up-to-date with current tax laws and regulations and monitor industry trends
• Maintain minimum CPE requirements
Qualifications:
• Bachelor’s degree in Accounting, Finance, or a related field. A Master’s degree is a plus.
• Minimum of 3-5 years of experience in public accounting with a focus on tax services.
• CPA certification or progress toward obtaining a CPA is highly desirable.
• Strong understanding of federal, state, and local tax laws and regulations.
• Familiarity with accounting software, UltraTax is preferred.
• Excellent analytical and problem-solving skills with attention to detail.
• Commitment to providing exceptional client service and maintaining client confidentiality.
Working Conditions:
• Office environment with occasional travel to client sites.
• May require extended hours during the busy season.
ELO Benefits:
- Opportunity to work with a well-respected South Dakota firm with nine offices to serve you and your clients.
- Competitive salary to other public and industry accounting positions.
- Annual Bonus program eligibility.
- 401(k) retirement program with up to 5% dollar-to-dollar match.
- Group Health with high ELO contributions, ELO-paid Life Insurance at 2x salary, and other fringe benefits.
- 10 Paid Holidays each year, plus Summer Fridays
- Summer Friday Program – 4-day workweek with Paid time off on Fridays (13 additional days of PTO each year!)