Staff Tax Accountant
Role description
From the employerAbout Us
Tandem Advisors is a full-service tax and accounting firm located in Louisville,
Colorado with both individual and business clients dating back for over 20
years. We believe in direct, personable and responsive communication with our
clients as we strive to help them succeed. This means fast, accurate services
from empathetic people who help take the fear out of finances. At Tandem
Advisors, we pride ourselves on consistently meeting the highest standards of
excellence and integrity.
About the Role
As a Staff Tax Accountant at Tandem Advisors, you will prepare individual and
business tax returns, maintain clients’ bookkeeping and accounting systems, and
assist with financial statement preparation. You will partner directly with
clients and firm leadership to gather information, resolve accounting issues,
and support tax planning strategies that minimize client tax liability, while
building a foundation in tax research and client service with hands-on
mentorship — an ideal opportunity for an early-career accountant or CPA
candidate. This is an exempt position reporting to a supervisor or manager,
working closely with partners, colleagues, and clients.
What’s in it for you
- Medical, Dental, and Vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- CPA licensing, CPE, and professional development support
- Flexible schedule in the off season including Fridays off in the summer
Compensation range: $60,000 - $70,000
Key Responsibilities
Tax
- Prepares individual income tax returns and analyzes client records of income
and expenses in order to get a complete picture of financial situation.
- Prepares business income tax returns and analyzes business client financial
statements and records to make any necessary tax adjustments.
- Communicates (both in verbal and written form) with clients, supervisor, and
partners to obtain information required to prepare tax returns.
- Prepares estimated federal and state income tax payments.
- Advises supervisor on strategies for minimizing client tax liability.
- Brings areas of concern to supervisor and conducts tax research as needed.
- Keeps abreast of current developments in the area of tax law.
- Research and prepare work papers for book to tax differences.
- Researches tax law, regulations, rulings, and case law for complex tax
situations.
Client Accounting & Bookkeeping
- Ensure accurate and appropriate recording and analysis of revenues and
expenses.
- Resolve accounting discrepancies and irregularities.
- Compile and analyze financial information to prepare adjusting journal
entries to ensure client financial statements are accurate and complete.
- Provide guidance and training to clients regarding their accounting systems.
- Prepare workpapers requested by external auditors for clients.
Required Skills
Education
- Bachelor’s or master’s degree in accounting or business is required.
- Active Colorado CPA license, reciprocal license, or CPA candidate is
required.
Experience
- 0 - 2 years tax preparation experience is required.
- 0 - 2 years accounting experience is required.
Technical Skills
- Microsoft Office (Outlook, Excel, Word) is required.
- Experience with Lacerte or similar tax software is preferred.
- Adobe Acrobat and QuickBooks experience is preferred.
- General software and computer hardware skills are required.
Competencies & Soft Skills
- Excellent interpersonal, verbal, and written communication.
- Ability to perform several tasks concurrently with ease and professionalism.
- Attention to detail and highly organized.
- Critical thinking and complex problem solving.
- Possesses professionalism and judgment.
- Productive and highly efficient.
- Thrives in a collaborative, team-player office environment.
- Dependable, honest, and proven ability to maintain confidentiality.
- Good analytical, interpersonal, time management, research, and communication
skills.
- Ability to work independently.
- Effectively work with new and changing situations.