Projected AI Stack
Based on our analysis of Tax Preparers positions
Projected Workflow
How AI is expected to reshape this role
AI-assisted
Human-led
This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Tax Preparers roles today.
About the role
Job Description
Job Description
About the Firm:
Well-established CPA firm of around 40 professionals, serving a diverse portfolio of privately held businesses, individuals, and partnerships. Our size allows us to offer the resources and technical depth of a larger firm, while still maintaining the close-knit, team-oriented culture of a smaller one. We value long-term relationships—both with our clients and our team—and offer flexibility, mentorship, and the opportunity to grow your career without getting lost in the crowd.
The Opportunity:
We are looking for an Experienced Tax Associate with 2–6 years of public accounting experience to join our growing tax team. This role is ideal for someone who enjoys hands-on work with clients and wants to expand their technical and advisory skills in a supportive environment.
What You’ll Do:
Prepare federal and multi-state tax returns for individuals, partnerships, S-corps, and trusts
Assist with tax planning and research for a variety of clients and industries
Review client financial data and workpapers to ensure accuracy and compliance
Communicate directly with clients and respond to tax-related questions or issues
Work closely with managers and partners on special projects and technical issues
Maintain accurate records and help support smooth engagement workflows
What We’re Looking For:
2–6 years of relevant tax experience in public accounting
Bachelor’s degree in Accounting (CPA license or progress toward CPA preferred)
Familiarity with tax prep software (e.g., CCH Axcess, UltraTax, ProSystems, etc.)
Detail-oriented with strong organizational and time management skills
Comfortable working both independently and collaboratively
Excellent communication and client-service skills
What We Offer:
Flexible work environment
Competitive compensation and annual bonus potential
Full benefits package including health, dental, vision, 401(k) match, and more
Paid continuing education and CPA exam support
Direct access to firm leadership and a clear path for advancement
A friendly, inclusive team that values your contributions and well-being
Apply today by sending your resume to or Direct Phone: .
Interested in this role?
Apply on Solid Rock Recruiting LLC website →Listed on UpgradedJobs · Originally posted on WhatJobs
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