Senior Tax & Accounting Associate (Part-Time Hybrid)
About CPA-ROD Inc.We are a small but established CPA firm serving small business owners, real estate investors, and high-wealth earners. With more than 200 clients and a small collaborative team, we pride ourselves on delivering exceptional client service while maintaining a healthy and sustainable work environment for our team.We are a culture of fun professionals who value deep client relationships, teamwork, accountability, and balance. Unlike many firms in public accounting, we do not work overtime and prioritize communication, flexibility, and mutual support.Our hybrid team stays connected daily through team chat, and team members are encouraged to contribute ideas, improvements, and solutions that help us grow together.Our Core ValuesLet Your Passion & Courage Guide YouShow Integrity in the Face of AdversityHave Kindness & Respect for EveryoneBe Curious, Ask Questions, Learn the Next ThingPosition OverviewWe are seeking a proactive, detail-oriented, and client-focused Senior Tax & Accounting Associate to support our growing firm and develop into a future leadership role.This position is ideal for someone who already has strong tax and accounting experience and is ready to take the next step in their career by growing into a Tax & Accounting Manager role over the next 18-24 months.You will work closely with firm leadership while serving as a key resource to both clients and team members. Over time, this role will gradually take on increased ownership of client relationships, workflow oversight, and team support responsibilities.We are looking for someone who enjoys problem-solving, communicating with clients, contributing ideas, and being part of a collaborative team culture where everyone has a voice.Core ResponsibilitiesTax & Client SupportPrepare and review individual, business, and trust tax returns for accuracy and completenessAssist with tax planning and projectionsResearch and resolve tax-related questions and issuesCommunicate directly with clients in a timely and professional mannerServe as a resource to team members and clientsOversee Business Personal Property Tax, Pass-Through Entity Tax, 1099 processing, and related tax/accounting processesAccounting SupportReview bookkeeping and accounting work for accuracy and completenessAssist with month-end and year-end reviewsPrepare and/or review financial statementsProvide general ledger oversight and supportServe as a resource to clients and the accounting teamCommunicate directly with clients in a timely and professional mannerTeam Collaboration & Leadership DevelopmentCollaborate closely with firm leadership and team membersSupport workflow management and project coordinationProvide guidance and support to junior team members as experience growsGradually take on increased leadership responsibilities over timeEnsure quality control across deliverablesClient Relationship ManagementBuild strong client relationships through proactive communication and responsivenessHelp manage deadlines, deliverables, and expectationsProvide a high level of client service and professionalismQualificationsPreferredCPA or CPA-eligible4+ years of tax and accounting experiencePublic accounting experience preferredInterest in growing into a future management roleAbility to work in-office one day per week in Jackson, CARequiredStrong knowledge of business taxation (LLCs, S-Corps, C-Corps, and partnerships)Well-versed in individual taxationSolid understanding of accounting principles and financial reportingAbility to manage multiple clients and projects simultaneouslyStrong organizational and communication skillsSolution-oriented mindset with a collaborative approachPrivate home office with the ability to work in a quiet environmentTechnical SkillsRequiredProficiency in QuickBooks OnlineProficiency in Microsoft Office SuitePreferredExperience with Karbon, Aider, CCH Axcess, and JunoFamiliarity with common payroll platforms and serviceThe Ideal Candidate Is:A proactive communicatorOrganized and detail-orientedCalm under deadlinesCollaborative and team-orientedClient-service focusedCurious and eager to learnComfortable taking initiative and ownershipAble to balance multiple priorities and deadlinesProcess-minded and solution-orientedInterested in growing into a leadership role over timeWork Environment & SchedulePart-time position averaging approximately 30 hours per week during tax season, 20 hours per week outside of tax seasonHybrid work environmentPreferred one in-office day per week in Jackson, CA (typically 9am–2pm; flexible based on team needs)Remaining hours worked remotely from a quiet, private home officeTypical working hours are approximately 9am–2pm PST Monday–FridaySemi-flexible scheduling availablePotential for reduced hours outside of tax seasonBusy season may require increased workload, but the firm does not exceed 40-hour work weeksNo overtime expectationsWe care more about responsiveness, communication, and quality work than rigid schedule adherence.Compensation & BenefitsCompensation: $45/hour plus annual bonus potential up to $5000 based on on individual contribution & overall firm success, with projected annual earnings typically ranging from $50,000-$60,000.Part-time position averaging approximately 30 hours per week during tax season, 20 hours outside of tax season.Hybrid work environmentOffice observes major U.S. holidaysOffice closure between Christmas and New Year’sSupportive and collaborative team cultureLong-term growth opportunity into managementGrowth OpportunityThis role is designed with long-term growth in mind.Over the next 18-24 months, the right candidate will have the opportunity to gradually grow into increased leadership and management responsibilities, including:· Overseeing client deliverables and deadlines· Supporting and mentoring team members· Becoming a higher-level technical resource within the firm· Helping improve internal processes and systems· Managing more complex client relationshipsThis is an excellent opportunity for someone who enjoys public accounting but is looking for a healthier, more collaborative environment with meaningful long-term growth potential.Application InstructionsInterested candidates should submit their resume and cover letter. In your cover letter, please make sure you answer the following two questions:1. What interests you most about working with us?2. What item in our job posting makes you say “OMG! This is me!!!” and why?