Solid Rock Recruiting LLC

Experienced Tax Associate

Solid Rock Recruiting LLC·Miami, West Virginia, US

Projected AI Stack

Based on our analysis of Tax Preparers positions

7.8Very High AI Upgrade Potential
ITIntuit TurboTax AIAutomated return preparation for individuals, S-corps, and partnershipsdaily
CLClaudeResearch IRS publications and Master Tax Guide questions during return prepdaily
MCMicrosoft 365 CopilotClient engagement letters, organizer documents, and workflow trackingweekly

Projected Workflow

How AI is expected to reshape this role

AI-assisted

Return data entry and form population across entity typesIntuit TurboTax AI
Tax code research using IRS publications and Master Tax GuideClaude
Client organizer and engagement letter preparationMicrosoft 365 Copilot

Human-led

Multi-state filing preparation and compliance
Client interviews and source document review
Return accuracy review and preparer sign-off
IRS audit structure recognition and appeal support

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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