Job description

MUST HAVE: • 2–5+ years of INCOME TAX PREPARATION experience WITH A CPA FIRM (NON-NEGOTIABLE) • Strong hands-on experience with Lacerte (MANDATORY – profiles without this will be rejected) • Bachelor’s Degree in Accounting • Experience preparing multiple return types: 1040, 1065, 1120, 1120S, 1041 • Stable work history ( NO JOB HOPPERS ) • Candidate must be local to Tulsa, OK (within 40 miles) OR open to relocation (only if highly reliable) • Must be open to ONSITE work + FACE-TO-FACE interview Core Responsibilities: • Prepare federal and state income tax returns for: • Individuals (1040) • Partnerships (1065) • Corporations (1120 / 1120S) • Trusts (1041) • Prepare and maintain accurate tax workpapers • Ensure accuracy, compliance, and timely submission of all filings • Handle multiple client engagements across industries • Maintain high standards of quality and attention to detail Technical Skills Required: • Lacerte (MUST HAVE – PRIMARY TOOL) • QuickBooks • Sage 50 Accounting • Microsoft Excel Work Environment & Client Details: • Established CPA firm with: • 3 Partners • 9 Professional Staff • 4 Administrative Staff (including Office Manager) • Client industries include: • Real Estate • Medical • Restaurants • Attorneys • Oil & Gas • Work includes Individual, Corporate, Partnership, Trust, and Non-Profit returns • No audit work – 100% tax-focused role Compensation & Benefits: • Competitive salary + annual bonus potential • Health, Dental, Life & Disability Insurance • 401(k) + Profit Sharing (~5% company contribution historically) • Paid covered valet parking • Paid Time Off + Holidays • Flexible work schedule (based on performance) • Minimal overtime (typically not exceeding ~55 hours during peak season) • Flex Spending Plan Ideal Candidate Profile – Tax Accountant (CPA Firm) • 2–5+ years hands-on income tax preparation experience in a CPA firm (MANDATORY) • Strong experience preparing 1040, 1065, 1120, 1120S, 1041 returns • Expert-level usage of Lacerte (NON-NEGOTIABLE) • Working knowledge of QuickBooks and Sage 50 Accounting • Solid Excel skills for tax workpapers and data handling • Bachelor’s degree in Accounting (CPA not required but a plus) • Currently working or recently worked in a public accounting / CPA firm environment • Proven ability to handle multiple client engagements simultaneously • Strong understanding of federal and state tax compliance • Experience preparing accurate and audit-ready tax workpapers • High attention to detail with zero-error mindset • Stable career history ( no frequent job changes ) • Experience working with clients from Real Estate, Medical, Restaurants, Legal, Oil & Gas preferred • Comfortable working in a fast-paced tax season environment • Able to meet deadlines with minimal supervision • Strong communication skills with internal teams and clients • Must be local to Tulsa, OK (within 40 miles) or open to relocation (if highly reliable) • Fully committed to onsite work (no remote / no hybrid expectation) • Willing to attend face-to-face final interview • Can provide verified professional references at submission stage

Requirements

Must-haves

2–5+ years of INCOME TAX PREPARATION experience WITH A CPA FIRM (NON-NEGOTIABLE)
Strong hands-on experience with Lacerte (MANDATORY – profiles without this will be rejected)
Bachelor’s Degree in Accounting
Experience preparing multiple return types: 1040, 1065, 1120, 1120S, 1041
Stable work history ( NO JOB HOPPERS )
Candidate must be local to Tulsa, OK (within 40 miles) OR open to relocation (only if highly reliable)
Must be open to ONSITE work + FACE-TO-FACE interview
Prepare federal and state income tax returns for:
Individuals (1040)
Partnerships (1065)
Corporations (1120 / 1120S)
Trusts (1041)
Prepare and maintain accurate tax workpapers
Ensure accuracy, compliance, and timely submission of all filings
Handle multiple client engagements across industries
Maintain high standards of quality and attention to detail
Lacerte (MUST HAVE – PRIMARY TOOL)
Sage 50 Accounting
Microsoft Excel
9 Professional Staff
4 Administrative Staff (including Office Manager)
Work includes Individual, Corporate, Partnership, Trust, and Non-Profit returns
No audit work – 100% tax-focused role

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: catsone
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off