Job Description

About the Role As a Tax Advisor, you'll help deliver high-quality tax preparation and advisory services to multiple clients across different industries. You'll work directly with business owners and leaders, providing accurate financial reporting, actionable insights, and value-driven recommendations. This role offers mentorship, professional growth, and the opportunity to become a trusted advisor in an environment that values discipline, clarity, and results. Start Date: January 2026 Location Preferred work location is in Des Moines, IA. The position is listed as hybrid because there is not an office space and there will be a mixture of in person meetings and remote work. Key Responsibilities Client Tax Return Preparation & Advisory

• Project and prepare personal and business tax returns and support clients with tax planning and compliance
• Stay updated on changes in tax legislation and analyze clients' financial situations to identify tax implications and opportunities for deductions and credits
• Develop personalized tax strategies for clients to minimize liabilities and maximize savings
• Review accuracy of prior year tax returns and identify potential opportunities.
• Ability to breakdown the tax return for the client to ensure they understand their current results.

Accounting

• Set up and maintain organizational books, ensuring accurate financial records and compliance with accounting standards.
• Prepare and analyze financial statements (income statements, balance sheets, cash flow forecast, profit and loss) to ensure accuracy.

Collaboration & Communication

• Partner with senior team members to develop customized solutions for client needs
• Communicate clearly and professionally with business owners, vendors, and internal team members
• Share knowledge, best practices, and process improvements to elevate team performance

Qualifications

• Bachelor's or master's degree in accounting (CPA license required and will need to show license)
• 1-2 years of experience working for a CPA firm (preparing personal and business tax returns)
• Experience or interest in forensic accounting - ability to dig deep into financials and advise on improvements needed
• Ability to jump into books as a managerial accountant
• A strong understanding of tax regulations and compliance requirements
• Excellent analytical and problem-solving abilities with keen attention to detail
• Excellent communication and relationship-building skills
• Proficiency in QuickBooks, Excel, or similar accounting software (experience with multi-client platforms a plus)
• Alignment with our values of integrity, service, discipline, and growth
• Demonstrated commitment to following through on promises and meeting deadlines

Perks & Benefits

• Competitive Compensation: Starting salary $60,000, with performance-based bonus opportunities
• Time Off: PTO package plus paid holidays
• Professional Development: Ongoing mentorship, CPA exam support, and continuing education opportunities
• Technology & Tools: Company-provided laptop and AI-powered tools to streamline workflows
• Team Culture: A collaborative environment that celebrates wins, lives its values, and holds each other accountable

Application Send resume, cover letter, and answers to below questions to Nikki Biese at [REMOVED - SEE ORIGINAL LISTING] Application Questions

• Have you prepared tax returns, financial statements or reconciliations during school, internships, or professional experience?
• Describe a time you made a professional commitment and how you ensured it was fulfilled.
• What excites you about providing consultative services to a variety of clients?
• How do you use metrics or goal setting to stay accountable in your work?
• What AI or technology tools do you currently use to enhance your workflow?

Employment Disclosures

• This employer is proud to be an Equal Opportunity Employer. All employment decisions are made without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, or veteran status.
• Employment is at-will and contingent upon successful background screening in accordance with federal and Iowa state law.

Job Tags

Full time, Internship, Work at office, Remote work,

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