Tax Senior

About Us

Holmes and Associates CPAs is a growing firm focused on tax planning, tax strategy, and compliance for small businesses and high-net-worth individuals. We're proud of the quality of our client relationships, the caliber of work we deliver, and the culture we've built internally. We invest continually in our people and our technology, and we believe in a genuinely healthy work-life balance — not just as a talking point, but as how we actually operate.

We're looking for a Tax Senior to join our team. It's a great opportunity for someone who wants meaningful client-facing work without sacrificing flexibility or quality of life.

What You'll Do

• Prepare complex tax returns for individuals, small businesses, and high-net-worth clients

• Support tax planning and tax strategy engagements alongside senior staff

• Conduct tax research on technical issues and translate findings into practical guidance

• Serve as a point of contact for assigned clients, communicating clearly and proactively

• Work collaboratively with managers and partners on compliance and planning projects

• Help identify planning opportunities and flag issues before they become problems

What We're Looking For

• Strong technical ability to prepare complex individual, business, and/or trust tax returns

• Excellent written and verbal communication skills — you're comfortable being a trusted point of contact for clients

• Solid tax research skills and sound judgment on when to dig deeper

• Experience with QuickBooks Online

• CCH Axcess experience is a plus, but not required

• CPA license or active progress toward CPA (CPA candidates encouraged to apply)

• Minimum of 3 years of tax experience in public accounting

• A collaborative mindset and genuine interest in growing within a firm that focuses on planning and strategy, not just compliance

Compensation & Benefits

We offer a competitive salary commensurate with experience, along with a comprehensive benefits package designed to support you both professionally and personally.

Why Holmes and Associates CPAs

• Hybrid or In-Office— work from wherever you do your best work

• Real work-life balance — we mean it, not just during the off-season

• High-quality client base — small businesses and high-net-worth individuals who value strategic advice

• Investment in you — ongoing training, modern software, and support to grow your technical and client skills

• Strong culture — a team environment where people actually enjoy working together

If you're a Tax Senior looking for challenging, planning-focused work with the flexibility of a remote role and the support of a firm that invests in its people, we'd love to hear from you.

Job Type: Full-time

Pay: $90,000.00 - $125,000.00 per year

Education:

• Bachelor's (Required)

Experience:

• Tax accounting: 2 years (Required)

License/Certification:

• CPA (Preferred)