Tax Associate

Sweeney Conrad

Kirkland, WAHybridFull time
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Pay
$80K to $82K
a year
Location
Kirkland, WA
Work style
Hybrid
Job type
Full time
Posted
Nov 5
1 day ago
Career path

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About the company

Sweeney Conrad

Accounting · 51 to 200 employees

● One of Washington’s Best Workplaces (Puget Sound Business Journal) ● Leading independent accounting firm in the Puget Sound area

For over 40 years, “people first” has been the foundation of Sweeney Conrad – our employees, our clients, and our community are the cornerstone of our firm and everything we do. As trusted advisors and dedicated partners, we provide our clients with tax, and advisory services that meet their present needs and help them secure a prosperous future.

Founded in Bellevue in 1980, Sweeney Conrad is an independent accounting firm in the Puget Sound area. To this day, we remain committed to serving closely held companies and high net worth individuals in the Pacific Northwest.

Expertise: Tax, accounting and advisory services. Real estate & construction, employee benefit plans, high net worth individuals, nonprofit organizations & private foundations, software & technology, venture capital & private equity, retail & wholesale, moving & storage, manufacturing & distribution, hospitality, food & agriculture

Affiliations: We partner with Ascend, a network of independent accounting and consulting firms. This provides access to a broad array of resources, knowledge, and best practices so we can serve growth-minded businesses in all sectors and industries, and address both your national and international needs.

Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. The Sweeney Conrad entities are independently owned. Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC are separately governed, and one firm is not liable for the services provided by the other. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Sweeney Conrad CPA LLP and Sweeney Conrad Advisors LLC.

Sweeney Conrad on LinkedIn

What you'll do

  • The Tax Associate is responsible for preparing federal and state tax returns for a diverse client portfolio including individuals, corporations, and trusts.
  • They will also conduct tax research, support senior staff in finalizing engagements, and collaborate with various internal teams.

What you need

  • Candidates must hold a Bachelor's degree in Accounting and possess 0-2 years of relevant experience.
  • Applicants should be CPA eligible or actively pursuing licensure and demonstrate strong analytical and communication skills.
  • Education: a bachelor's degree

Key skills

Tax return preparationFederal tax complianceState tax complianceMultistate filingsTax researchBalance sheet analysisProfit and loss analysisMicrosoft Office SuiteOutlookWordExcelSharePointAnalytical skillsOrganizational skillsCommunication skillsTeam collaboration

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Perks

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Dependent coverage
  • Health Care Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer-paid life insurance
  • Employer-paid disability insurance
  • 401(k) plan with employer match
  • Flexible time off
  • Paid holidays

See full description on company page, apply now

Read the full posting here
Who We Are About Sweeney Conrad At Sweeney Conrad, our foundation of “people first” begins with our employees—because we know the success of our firm stems from the relationships within it. We consider our employees family and foster a positive work culture, encouraging a healthy balance between work and life; building a career over having a job; continuing education and skill development; and being actively involved in the Puget Sound community where we live, work, and play. We’re proud of our employees and our culture and have been recognized by Accounting Today as one of the “Best Accounting Firms to Work For” and by Puget Sound Business Journal as one of “Washington’s Best Workplaces”. For more information, visit www.sweeneyconrad.com. About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com. Tax Associate A Tax Associate plays a foundational role in the preparation of federal and state tax returns for a diverse portfolio of clients across professional services, technology, manufacturing and distribution, hospitality, and healthcare — ranging from pre-revenue startups to $80M in revenue — including individuals, corporations, partnerships, trusts, and small family-owned and operating businesses. This position reports directly to the Partner of Tax and is based in Kirkland, Washington, with a hybrid work schedule. Specific Duties Will Include Prepare federal and state tax returns, including multistate filings, across a variety of entity types including individuals, corporations, partnerships, and trusts Apply a basic understanding of balance sheets and profit and loss statements in the context of operating business returns Conduct tax research under the direction of senior staff and managers Support senior associates and managers in finalizing client engagements Track engagement status and communicate progress to the team Collaborate with staff across CAAS, audit, and advisory teams as needed Receive hands-on training and mentorship from senior associates and managers Build foundational knowledge of federal and state tax compliance and regulations Develop client communication skills in preparation for future client-facing responsibilities The successful candidate will have Bachelor's degree in Accounting 0–2 years of public or private accounting experience CPA eligible or actively pursuing CPA licensure Strong analytical and organizational skills Excellent written and verbal communication skills Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and SharePoint Ability to work effectively in a team environment Demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners Ability to work effectively in a diverse team environment Benefits: The pay range for this role is $80,000 - $82,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level. For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 13 paid holidays. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

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