WHO WE ARE

Calyx CPA is a specialized, client-focused firm that brings expertise and innovation to the cannabis and psychedelics industries. With a presence from the Rocky Mountains to the Philippines, we combine deep industry knowledge with a proactive, hands-on approach. As advocates for our clients, we cover a lot of ground navigating complex tax laws, entity formation, compliance, and financial strategies tailored to the unique needs of these emerging sectors.

We’re a relatively young and progressive team, embracing the latest strategies and technology, sometimes necessarily pushing the boundaries of what's legally acceptable. We prioritize customizing solutions for our clients, in an ever-changing, continually evolving regulatory landscape. We also prioritize our colleagues. When you’re thriving in your personal life, we all win. If you’re into tackling challenges in a supportive, slightly rebellious atmosphere, we’d love for you to apply.

WHO YOU ARE

Calyx is on the hunt for a Senior Tax Associate who’s more like a Tax Review prodigy. You’re a well-seasoned, precise professional who feels right at home in the weeds of detail, navigating the nitty-gritty tax jungle. You are the backbone of your committed, hard-working team and are most in your element when reviewing preparers’ work.

This is a central, high-impact role where you won’t be managing clients, but you will be managing the numbers. Nothing leaves your desk until you’re confident it’s ready to be served to your Client Manager on a golden platter. Overall, your intuitive depth of experience keeps Calyx dialed and humming. If tax puzzles are your thing and you like the idea that it all hinges on you, we’d love for you to apply.

WHAT YOU’LL BE DOING

• Managing a team of accountants and bookkeepers:
  
  • Assigning tax returns and bookkeeping projects to preparers and tracking progress to ensure on-time completion, while guiding less experienced team members in completing their tasks
  • Supporting, training, and developing the technical knowledge and skills of direct reports in all aspects of tax return and financial statement preparation
  • Actively participating in daily production meetings with your team, weekly tactical check-ins on project statuses
  • Reviewing business and individual tax returns, financial statements, and related working papers to document and substantiate completed work, ensuring quality, clarity, and completeness (90-100%)
• Preparing the firm’s more complex tax returns, tax planning figures and analyses
• Researching topics new to you to self-teach accurate related tax form preparation
• Occasionally supporting your Client Manager with client software selection, business mentoring, and strategic client meetings, tax planning and structuring advice

WHAT YOU’VE ALREADY GOT

• Bachelor's Degree required, with preferred major in Accounting or a related field
• 5-10+ years of recent tax preparation experience in public accounting required
• 3-5+ years of recent experience reviewing tax returns required
• CPA or EA license (or eligibility and active desire to pursue either) preferred
• Proficiency in reviewing and finalizing federal S and C Corp, Partnership, and Individual tax returns, including all common forms and schedules
• Understanding of the interplay between tax return reporting and books and records, and the ability to apply these concepts to finalize financial statements and tax returns
• Detailed technical tax knowledge, including:
  
  • Shareholder, AAA, and partner basis rules
  • NOL, passive activity, and related party loss rules
  • Property sales, including capital gains, depreciation recapture, installment sales, like-kind/1031 exchanges, etc.
  • Common elections, credits, and tax minimization strategies
  • Self-rental rules
• Proficiency navigating Microsoft Office Suite, Adobe, and general Quickbooks Online functionality to run and customize reports for effective data analysis required
• We’re willing to train on the following, but bonus points for experience with:
  
  • Lacerte
  • Karbon
  • Cannabis industry accounting and taxation, including IRC 471, IRC 280E, and other relevant topics
  • Farming & fishing activity rules, including Schedule J income averaging
  • Forms 8275 & 8275R
  • Form 3115
  • Oregon, Colorado, and California tax law
  • Bookkeeping
• Experience with the rest of our tech stack (SmartVault, Tic-Tie-Calculate, TValue, and Slack), or similar SaaS software, a plus

WHAT WE GIVE

• Annual salary: $80,000 - $130,000 per year, commensurate with experience
• Annual bonus pool share based on company profitability
• SIMPLE IRA with 3% company match
• 100% covered individual health, dental, and vision insurance for employees and 50% for their dependents
• Our slightly unusual PTO policy: Designed to allow us to recharge and support one another in maintaining 40-45 hour workweeks the vast majority of the year
  
  • Firmwide PTO/shutdown. Our office closes twice per year: 
    
    • The last two weeks of December through the first week of January
    • The last two weeks of June through the first week of July
  • Unlimited PTO. Outside of office closures with planned absences, which we request be limited to two consecutive business days at a time
• Six weeks parental leave paid at 50% of salary
• Company-provided computer equipment
• Company-paid CPE & license maintenance costs
• Reimbursement for 50% of internet costs
• Perks: 
  
  • 100% remote work environment, with hybrid or in-person option for candidates located in Oregon
  • Annual company gathering, including travel reimbursement for employee and companion
  • Opportunity to attend professional conferences, like MJBizCon, etc.
  • Casual dress and relaxed atmosphere

If you’re not exactly qualified for this position, please feel free to complete this application anyway. Doing so will help us keep you in mind for future opportunities that align with your skill set and experience. We assess our applicants based on the entire package of who you are, not just the contents of your resume.