Who We Are

BWCO CPAs is a tech-savvy, endlessly curious tax and accounting firm poised and inspired to grow substantially in the next three to five years. We’re at a tipping point of big change and are looking for our next visionary professional to journey with us and be part of something special. Culture is everything at BWCO. We don’t use the word’‘staff”; rather, we work together as a team toward common goals with a shared goodness. We value kindness and participation in a warm, supportive environment that prioritizes outstanding client service. We pay attention to detail, striving for consistency in our work and attitude alike, with an eye toward a successful, sustainable future.

Who You Are

For this position we’re looking for a true leader - a QBO master who has the prowess to slay compliance and tax regulations, and a willingness to guide with kindness and compassion. You know how to deal with pressure and deadlines. You’re a leader who can pivot. You're strong but not aggressive, compassionate but not soft. If a client is short, you know it’s because they’re busy. If things get messy, your grounded energy saves the day. You’re team-focused, company-oriented, and know your contribution directly affects our positive impact. We love the creative expression of who you are as much as your management of professional challenges as they arise. Above all, you love the work, care about your clients, and want to be part of a growing, edgy, future-oriented firm.

What You’ll Be Doing

• Reviewing corporate and individual returns prepared by team members, assessing performance, and providing feedback and training as needed 

• Preparing and reviewing tax workpapers and handling some information requests

• Preparing complex returns (1031 exchanges, consolidated returns, multiple K-1/Sch. C/E 1040s, FBAR filings, etc.) developing innovative tax planning strategies, while identifying and mitigating tax risks

• Reviewing and closing client accounting files in QuickBooks Online for accuracy and preparing monthly, quarterly and annual close procedures for tax preparation purposes

• Coordinating with team members, reviewing work, assessing performance, and providing feedback and training as needed 

• Making recommendations and guiding team members in catch-up, cleanup and onboarding to streamline and automate client accounting functions

• Building relationships and interacting with clients to provide excellent planning, consulting, and expertise

• Tax research for unique one-off situations as needed

• Assist with tax notice/audit coordination and correspondence, including drafting response letters, researching reasons for notices, etc.

• Opportunities for creative (non-client work) contributions to BWCO’s culture, marketing, operations, etc.

What You’ve Already Got

• Bachelor's Degree in Accounting or a related field preferred

• CPA or EA license preferred, or eligibility and willingness to pursue either designation, if not already obtained, preferred

• Extensive knowledge in bookkeeping and accounting, and corporate and individual tax law

• 5+ years recent experience in QuickBooks Online (QBO Advanced Certification a plus)

• 5+ years of recent tax preparation experience in public accounting or CAS firm required

• 2-3+ years of recent experience reviewing tax returns preferred

• At least one year of recent experience with monthly/quarterly QuickBooks Online client file review and off-cycle cleanup and catch-up work

• Texas Franchise Tax return experience or exposure a plus

• CCH Axcess/ProFx Tax/Planning experience or similar preferred

• Experience with apps in our tech stack (Karbon, Liscio, Microsoft 365, Adobe, Microsoft Teams, Zoom, Loom,RingCentral, BILL, and Gusto)

• Bonus points for payroll processing and review experience ;)

What We Give

• Annual full-time salary: $80,000 - $95,000 per year depending on experience

• Semi-annual bonus opportunities

• 100% paid employee health insurance covered for employees working 32+ hours per week

• Health Savings Account with first $1,500 funded by BWCO

• Dental and vision insurance available 

• SIMPLE IRA Plan with 3% match

• Two weeks PTO to start, plus an additional week PTO per year upon completion of tax season 

• Home office allowance

• 30-40 hours/week year-round with the option for overtime during busy season, if desired. Yes, you read that correctly!

• Flexible work hours: We don’t really have a preference of when hours are worked (except for a few daily core hours), and just ask that calendars reflect a general blocking of working time

• Family-focused/family-first environment