Senior Tax & Accounting Associate (Part-Time Hybrid)

About CPA-ROD Inc.

We are a small but established CPA firm serving small business owners, real estate investors, and high-wealth earners. With more than 200 clients and a small collaborative team, we pride ourselves on delivering exceptional client service while maintaining a healthy and sustainable work environment for our team.

We are a culture of fun professionals who value deep client relationships, teamwork, accountability, and balance. Unlike many firms in public accounting, we do not work overtime and prioritize communication, flexibility, and mutual support.

Our hybrid team stays connected daily through team chat, and team members are encouraged to contribute ideas, improvements, and solutions that help us grow together.

Our Core Values

• Let Your Passion & Courage Guide You
• Show Integrity in the Face of Adversity
• Have Kindness & Respect for Everyone
• Be Curious, Ask Questions, Learn the Next Thing

Position Overview

We are seeking a proactive, detail-oriented, and client-focused Senior Tax & Accounting Associate to support our growing firm and develop into a future leadership role.

This position is ideal for someone who already has strong tax and accounting experience and is ready to take the next step in their career by growing into a Tax & Accounting Manager role over the next 18-24 months.

You will work closely with firm leadership while serving as a key resource to both clients and team members. Over time, this role will gradually take on increased ownership of client relationships, workflow oversight, and team support responsibilities.

We are looking for someone who enjoys problem-solving, communicating with clients, contributing ideas, and being part of a collaborative team culture where everyone has a voice.

Core Responsibilities

Tax & Client Support

• Prepare and review individual, business, and trust tax returns for accuracy and completeness
• Assist with tax planning and projections
• Research and resolve tax-related questions and issues
• Communicate directly with clients in a timely and professional manner
• Serve as a resource to team members and clients
• Oversee Business Personal Property Tax, Pass-Through Entity Tax, 1099 processing, and related tax/accounting processes

Accounting Support

• Review bookkeeping and accounting work for accuracy and completeness
• Assist with month-end and year-end reviews
• Prepare and/or review financial statements
• Provide general ledger oversight and support
• Serve as a resource to clients and the accounting team
• Communicate directly with clients in a timely and professional manner

Team Collaboration & Leadership Development

• Collaborate closely with firm leadership and team members
• Support workflow management and project coordination
• Provide guidance and support to junior team members as experience grows
• Gradually take on increased leadership responsibilities over time
• Ensure quality control across deliverables

Client Relationship Management

• Build strong client relationships through proactive communication and responsiveness
• Help manage deadlines, deliverables, and expectations
• Provide a high level of client service and professionalism

Qualifications

Preferred

• CPA or CPA-eligible
• 4+ years of tax and accounting experience
• Public accounting experience preferred
• Interest in growing into a future management role

Required

• Strong knowledge of business taxation (LLCs, S-Corps, C-Corps, and partnerships)
• Well-versed in individual taxation
• Solid understanding of accounting principles and financial reporting
• Ability to manage multiple clients and projects simultaneously
• Strong organizational and communication skills
• Solution-oriented mindset with a collaborative approach
• Private home office with the ability to work in a quiet environment
• Ability to work in-office one day per week in Jackson, CA

Technical Skills

Required

• Proficiency in QuickBooks Online
• Proficiency in Microsoft Office Suite

Preferred

• Experience with Karbon, Aider, CCH Axcess, and Juno
• Familiarity with common payroll platforms and service

The Ideal Candidate Is:

• A proactive communicator
• Organized and detail-oriented
• Calm under deadlines
• Collaborative and team-oriented
• Client-service focused
• Curious and eager to learn
• Comfortable taking initiative and ownership
• Able to balance multiple priorities and deadlines
• Process-minded and solution-oriented
• Interested in growing into a leadership role over time

Work Environment & Schedule

• Part-time position averaging approximately 30 hours per week during tax season, 20 hours per week outside of tax season
• Hybrid work environment
• One in-office day per week in Jackson, CA (typically 9am–2pm; flexible based on team needs)
• Remaining hours worked remotely from a quiet, private home office
• Typical working hours are approximately 9am–2pm PST Monday–Friday
• Semi-flexible scheduling available
• Potential for reduced hours outside of tax season
• Busy season may require increased workload, but the firm does not exceed 40-hour work weeks
• No overtime expectations

We care more about responsiveness, communication, and quality work than rigid schedule adherence.

Compensation & Benefits

• Compensation: $45/hour plus annual bonus potential up to $5000 based on on individual contribution & overall firm success, with projected annual earnings typically ranging from $50,000-$60,000.
• Part-time position averaging approximately 30 hours per week during tax season, 20 hours outside of tax season.
• Hybrid work environment
• Office observes major U.S. holidays
• Office closure between Christmas and New Year’s
• Supportive and collaborative team culture
• Long-term growth opportunity into management

Growth Opportunity

This role is designed with long-term growth in mind.

Over the next 18-24 months, the right candidate will have the opportunity to gradually grow into increased leadership and management responsibilities, including:

· Overseeing client deliverables and deadlines

· Supporting and mentoring team members

· Becoming a higher-level technical resource within the firm

· Helping improve internal processes and systems

· Managing more complex client relationships

This is an excellent opportunity for someone who enjoys public accounting but is looking for a healthier, more collaborative environment with meaningful long-term growth potential.

Application Instructions

Interested candidates should send their resume and cover letter.

In your cover letter, please make sure you answer the following two questions:

1. What interests you most about working with us?

2. What item in our job posting makes you say “OMG! This is me!!!” and why?

Pay: From $45.00 per hour

Benefits:

• Opportunities for advancement
• Work from home

Application Question(s):

• Do you live within the greater Sacramento area and willing to work in office one day a week?

Education:

• Bachelor's (Preferred)

Experience:

• Tax Prep Work: 3 years (Preferred)
• Accounting: 3 years (Preferred)

License/Certification:

• CPA (Preferred)
• Enrolled Agent (Preferred)

Work Location: Hybrid remote in Jackson, CA 95642