Tax Professional
Do you like asking good questions so you can make insightful recommendations? Do you like chasing down missing pieces in order to tie up loose ends? Do you like explaining complex ideas in simple, positive ways? Are you a self starter? Do you have one or more years of recent public accounting experience?
Our growing company is hiring Tax Professionals at the Associate and Senior levels. (While we are not currently in need of Managers, if you’re outstanding in that role, we’re happy to have you apply.) We’re interested in anyone who has held a position with any of these titles:
- CPA (Certified Public Accountant)
- Senior Accountant
- Senior Tax Associate
- Tax Accountant
- Tax Associate
- Tax Manager
- Tax Staff Accountant
- Tax Supervisor
At Pine & Company CPAs, we help our clients pay only the taxes they’re legally obligated to pay and not a penny more. As part of your job, you will:
- Help people maximize their wealth by minimizing their taxes
- Prepare and/or review tax returns including individual, corporate, and partnership returns for clients in a variety of industries
- Assist in managing extensions
- Complete tax research and planning
- Identify and resolve tax issues
- Develop and cultivate professional client relationships
- Become an expert in 99.5% of the tax code, in addition to the .5% that relates to the actual levying of taxes
- Work directly with senior management
- Identify and implement opportunities for process improvements
That sounds like a lot (and it is), but you won’t be expected to do all of that right away. You will be surrounded by a team that will help you achieve these skills. Everyone at Pine has an open-door policy and a willingness to help. You’ll be expected to ask questions and acquire new skills. Having a curious and “can-do” mindset is how we have served more customers and grown the business by double-digit percentages every year.
Opportunity for Partner Status
We’re growing rapidly, and that creates partnership opportunities. If your goal is to become partner, we will develop a career plan that sets you on that path.
At Pine, Brooke found the promotion opportunities she was looking for: “My old job made me feel stuck and frustrated because there was no room for advancement or promotion. The flexible growth opportunities at Pine make me excited to be at a place I can maximize my career. I love that I can grow at a pace that’s right for me, and Pine is making that possible!”
The people who love this job and do well in this position:
Serve Gladly Your success depends on you putting in extra effort to serve our clients well. “Extra effort” does not automatically mean extra hours. There’s a lot of thinking, strategy, and communication built into our process. Our clients pay a premium for the services we provide. We work hard to make sure they’re incredibly happy.
Learn Constantly You deserve incredible training and resources (the kind we always wanted from our employers). But we don’t train everyone to be interchangeable. Every tax professional has unique passions and skills. We want to leverage your strengths and offset any weaknesses with other people who have the corresponding skill. We will support your drive to achieve your potential.
Work Dependably You are a professional, and we’ll treat you like one. That means, when you say you’re going to do something, we expect you to do it. We won’t babysit or hold your feet to the fire so long as you’re doing the job you agreed to do. Will we support you? Absolutely. Can you ask for help? Yes. Will we micromanage or nag? No.
Grind Seasonally. As a tax professional, you know there are busy times of year. During tax seasons, the expectation is that everyone at Pine will work 55 hours a week. (And because we’re all good with numbers, let’s agree that “51-ish” is not the same as “55”). Requiring only 55 hours sets us apart from most firms, which say you need to work 55–60 hours, but they actually require 80–90. That’s not true at Pine & Co. No one is required to work more than 55 hours a week during peak seasons (though you can work more if you choose). We reward your hard work with overtime, time and a half, and bonuses. Ask us about tax-time expectations and payments during your interview so we share a clear understanding.
Communicate Honestly Sometimes a case gets complicated or life happens. We need you to come to leadership and say, “Hey, this is too much.” Or, “Something’s come up in my family.” Or “I need help with this one.” We are good at solving problems when we’re made aware that one exists.
Education, Skills & Experience:
- Bachelor's degree in Accounting is required
- 1+ years of recent public accounting experience encompassing progressive scope and responsibilities is required
- Strong experience with a variety of tax operations and ability to drive process improvements is required
- Strong communication, organizational, analytical, client service, presentation and PC skills including Microsoft Office and tax software proficiency is required
- CCH Axcess software proficiency is a plus
- SurePrep software proficiency is a plus
- Ability to juggle multiple priorities, meet deadlines, and thrive in a fast-paced, team-oriented environment is required
- CPA or EA license is a preferred (it is required at Manager level)
Who is Pine & Company CPAs:
Pine & Company CPAs is a full-service, progressive CPA firm centrally located in Roanoke, TX. We specialize in:
- tax planning
- tax preparation
- proactive tax planning services
- consultation for small to large-sized businesses, as well as individuals
We’re a small-but-growing firm with a family culture.
Because we are currently experiencing exciting growth*, most positions are currently eligible for fast-track partner status. If you want to become a partner, we’ll create that opportunity and set you on that path. (If management isn’t your goal, that’s fine, too.) We will develop a career plan that meets your goals.
* We’re aware that “growth” can be a code word for “crushing workload and unhealthy expectations.” We know because we’ve worked for those kinds of firms. That’s not what it’s like at Pine. Keep reading, and pay careful attention to the “Family” and “Friendly Environment” paragraphs below.
What’s important to us:
Opportunities to stretch and grow. Professional training is emphasized and personal development is always a priority — including for the leadership team. Then, we take that effort and learning and use it to deliver amazing results for our clients (and our relationships).
Muhammad describes this perfectly: “I was bored in my old job as there wasn’t much to learn and it seemed like the same thing day after day. In my new job at Pine, I get to learn new things, which is building my confidence and honing my ability to manage multiple tasks. I’m so happy to have found a company where the culture encourages growth opportunities!”
Family and meaningful time away from work. Pine has fewer required hours than most firms. We want you to have actual work-life balance. Everyone benefits when we have time to do things that refresh our mind, body, and spirit. We all take “Flex Fridays” during the offseason, have generous PTO (that you will actually be able to take), and some of us use remote work options.
Luz, like all our employees, should never feel guilty for taking time for family: My family is very important to me, and my old workplace made me feel guilty for being a young mom. I felt conflicted about having to decide between events for my kids and workplace obligations. Working at Pine has afforded me a flexible schedule where I no longer have to choose! I now feel like I have a balance between life and work, and my life is better because of it.
A friendly and collaborative office environment. We’ve had jobs where we had to deal with toxic bosses, crushing to-do lists, office politics… That’s not what it’s like at Pine. We’ve built the company that we want to work for: growing, performance-driven, and supportive. Every employee is encouraged to contribute to our processes, decisions, planning, and culture.
Stephen experienced a big shift in company culture when starting at Pine: “I was so burned out in my previous job, because the owner didn’t seem to care about me or my growth. Now, I wake up excited every morning because I’m part of a team that cares about our clients and about each other. I couldn’t ask for better people to work for and with!”
What is the compensation:
Our compensation package is in the top 5% of the industry. We hire the best, train you well, pay you generously, and want you to stay. This position is a full-time, salaried position.
- Base salaries: Your salary will be determined by your level of experience and adjusted according to your performance (“performance” is more than the number of hours you work). The more you grow your skills and contribute to Pine’s success, the higher your salary.
- Bonuses: Your bonus will be calculated using a blend of individual metrics and company metrics. If you perform in outstanding ways, and the company’s growth is high, your bonus could be substantial. The top-performing 20% of our employees have received significant bonuses. We are very happy to reward excellence.
- Overtime is paid during busy seasons.
A more detailed compensation conversation will be had if you are called for an interview.
What are the benefits:
This full-time position includes full benefits, which take effect after a 90-day probation period. Our benefits package is generous and growing. As of May 2023, benefits for every full-time position are:
- Medical insurance through Blue Cross Blue Shield of Texas
- Voluntary dental insurance through Delta Dental
- Short & long term disability insurance through Guardian
- Life insurance / accidental death and dismemberment insurance through Guardian
- A 401k program with up to a 3% company match.
- 8 company-wide paid holidays, plus a minimum of 15 PTO days. We also include a few bonus days off after tax season.
What happens next:
- Click the “Apply” button
In addition to submitting the requested documents, you’ll take an online Culture Index Survey. If you’re a good fit, we’ll invite you to take the next step. - Go through a 2-stage interview process
Either Mike or Kevin, Pine’s Founding Partner and Tax Partner, will call you personally for a Zoom or phone interview. If everyone is still interested, we’ll invite you into the office (or set up a Zoom call) for a team interview. - Say “yes!”
If we all feel like it’s a good fit and your references check out, we’ll offer you the position. There’s some paperwork to complete, but we’ll want you to start as soon as possible. - Build your career
Once hired, you’ll start helping clients develop their winning tax strategy. And we’ll help you develop your career.
