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Tax Associate

Job postings are funny.  Generally, they are a ridiculous wish list full of jargon, empty promises, and other non-specific information.  How can you really tell the differences in culture, the actual day-to-day responsibilities, and the pay package? It starts with being honest, so here we go:

We want to be taken seriously by our clients, but exhibit enough personality to avoid the boring accountant stereotype.  When I grow up I want to be a CPA, said no one, ever.

We do not expect you to know all of the answers.  We do expect you to identify problems and form solutions. The solutions may not be the most effective at first, but overtime as your experiences broaden, so does the quality of your solutions.

We are careful to look for talent in every role, focusing our people’s performances on outcomes rather than forcing them into a stylistic mold.  We prefer to suspend whatever interest may exist in your weakness and instead explore the intricate detail of your strengths.  We believe these tenants will provide for a stronger organization, an organization designed to reveal and stretch the strengths of each employee.

To excel at our firm and to find lasting satisfaction in doing so, you will need to understand your unique patterns. Here is what we believe will be ideal strengths for this tax associate candidate:

  • The idea of sending an email or calling a client directly is exciting, not scary
  • Feels greater satisfaction in researching an answer over being told the answer
  • Understands that even the smallest of mistakes have extreme consequences, but does not stop taking measured risks
  • Uses a calendar and sets reminders to follow up in advance of being asked
  • Offers to take out the trash, both literally and figuratively
  • Finds review notes to be a growth opportunity versus an assault on the work product
  • Is the first person to pick up the phone if it rings
  • Participates in self-study with intention of becoming an industry or technical specialist
  • Takes notes > References notes at a later date > Passes along notes to eventual replacement
  • Helps implement technology solutions that will eventually replace the need for associates

Initially, the candidate for this position will be involved with some, or all, of the tax compliance process for our entity and individual clients.  This includes participating in pre-busy season planning, gathering information, setting up files, entering data, preparing tax calculations, drafting returns for review, efiling, and processing returns for delivery.  Participation in tax research, audit representation, and other technical projects will also be expected.  The candidate will also be involved in firm related projects, i.e. marketing, communications, process improvements, etc.  As these items are mastered more opportunities will be presented.

Required Qualifications
-CPA license or CPA eligible with 1+ years of public accounting experience, including tax return preparation
-BA/BS in Accounting
-Ability to work 50 to 55 hours a week during peak periods
-References from prior employers/supervisors/clients

Compensation and Benefits
-Salary; Depends on Experience
-15 Vacation Days
-Unlimited Sick Time
-2 Volunteer Days
-3% Retirement Match
-Medical and Dental Benefits
-Cell Phone Coverage
-Certification, Licensing, and Professional Membership Reimbursement
-Continuing Education Opportunities

About R.D. Barnett PLLC
R.D. Barnett PLLC was founded in 2013 with the intention of distilling the complicated world of accounting and tax into digestible client solutions, all while satisfying the founder’s personal entrepreneurial desires.  In 2015, R.D. Barnett PLLC purchased Fleury & Company, PS a long standing accounting and tax practice in the Wallingford area – now our primary office location.  The firm currently provides services to more than 175 entities and 400 individuals, while employing up to as many as six professionals.  Within the next three years the firm plans to double in size, both in revenues and staff.  Please visit our website to learn more about our firm, our services, and our clients.

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