Tax & Accounting Associate

Join the Thrive Commercial Partners Team! Thrive Commercial Partners is currently seeking an experienced full-charge bookkeeper to be responsible for accounting procedures in our Colorado Springs office. Primary responsibilities include handling all aspects of payroll and accounts payable and receivable, preparing annual budgets, and reconciling all accounts. This is a Full-Time, in office, position 40 hours per week; salary is $25-$30 per hour, commensurate with experience. Standard office hours are M-F from 8am-5pm. RESPONSIBILITIES Managing all accounts payables and receivables. Processing all aspects of payroll. Remitting payroll taxes, sales taxes, use taxes, and income taxes. Maintaining an accurate system of accounts via accounting and bookkeeping software (QuickBooks). Reconciling bank accounts, monthly property bank statements and credit card transactions for multiple investment properties. Recording tenant receipts and making bank deposits. Updating monthly billings and job cost invoices for maintenance technicians. Preparing all monthly and quarterly financial statements and related reports. Accounting for fixed assets. Collecting information as needed for the annual audit and/or preparing accounting records for the CPA. Monitoring cash levels. Requirements Bachelor’s degree in accounting or related field required. 3+ years of previous experience. Advanced knowledge of, and proficiency in, accounting and bookkeeping software (QuickBooks). Experience preparing financial statements and tax returns. Prior experience in commercial real estate industry highly desired, but not required. Ability to work under a strict deadline. Strong attention to detail. Organizational and time management skills. Excellent verbal and written communication skills. Excellent team skills. High adherence to confidentiality. Benefits BENEFITS Competitive Salary and Benefits Paid time off Family-friendly, energetic, flexible work environment

Aardvark Tax Advisors, LLC We are a fast-growing accounting practice, with offices in the Bay Area of California. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking an experienced Tax and Accounting Professional to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you.  This role will play a key part in shaping the future of our practice and leading a team of tax professionals. This individual will provide expert guidance on complex tax issues, drive business growth, and ensure high-quality tax services for a diverse client base. Responsibilities include executing our delivery strategy, building and maintaining strong client relationships, exceeding quality standards, and fostering the professional development of junior team members. Reporting to the Tax & Accounting Leader, this role will also collaborate closely with other management team members. Responsibilities Client Relationships: Build and maintain strong relationships by addressing complex tax matters and providing strategic financial and tax advice. Collaborate with colleagues to identify client challenges and opportunities. Tax Services: Manage and oversee the preparation of individual, business, and estate tax filings. Ensure filings comply with regulations and are submitted on time. Research tax issues, stay updated on tax law changes, and develop strategies aligned with client goals. Help design, test, evaluate, and adopt new processes and technologies as they become available. Leadership & Development: Assist leadership in shaping the practice’s tax and bookkeeping services and managing a large team of tax professionals. Mentor and train junior team members, fostering professional growth. Assist with hiring, onboarding, and cultivating a collaborative culture. Lead initiatives to improve processes and adopt new technologies. Requirements CPA, EA, or equivalent professional certification. Bachelor’s degree in Accounting, Finance, or a related field. 5+ years of tax or financial accounting experience, including client-facing roles. Strong knowledge of U.S. federal and state tax regulations. Proficiency in accounting software (e.g., QuickBooks) and Microsoft Office Suite. Excellent communication, leadership, and organizational skills. Benefits Opportunity to work with a diverse portfolio of clients in a fast-growing firm.  Competitive compensation and benefits package that includes health, dental, and vision plans and a 401k match. A collaborative and supportive work environment focused on client success. If you are passionate about supporting the financial well-being of clients and driving excellence in tax services, we’d love to hear from you.

Aardvark Tax Advisors, LLC We are a fast-growing accounting practice, with offices in the Bay Area of California. We are dedicated to providing superior tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology. With a commitment to professionalism, reliability, and continuous improvement, we are seeking an experienced Tax and Accounting Professional to join our dynamic team and help deliver the exceptional client service we strive to provide. If you are passionate about making a difference in the financial well-being of individuals and businesses, we would love to hear from you.  This role will play a key part in shaping the future of our practice and leading a team of tax professionals. This individual will provide expert guidance on complex tax issues, drive business growth, and ensure high-quality tax services for a diverse client base. Responsibilities include executing our delivery strategy, building and maintaining strong client relationships, exceeding quality standards, and fostering the professional development of junior team members. Reporting to the Tax & Accounting Leader, this role will also collaborate closely with other management team members. Responsibilities Client Relationships: Build and maintain strong relationships by addressing complex tax matters and providing strategic financial and tax advice. Collaborate with colleagues to identify client challenges and opportunities. Tax Services: Manage and oversee the preparation of individual, business, and estate tax filings. Ensure filings comply with regulations and are submitted on time. Research tax issues, stay updated on tax law changes, and develop strategies aligned with client goals. Help design, test, evaluate, and adopt new processes and technologies as they become available. Leadership & Development: Assist leadership in shaping the practice’s tax and bookkeeping services and managing a large team of tax professionals. Mentor and train junior team members, fostering professional growth. Assist with hiring, onboarding, and cultivating a collaborative culture. Lead initiatives to improve processes and adopt new technologies. Requirements CPA, EA, or equivalent professional certification. Bachelor’s degree in Accounting, Finance, or a related field. 5+ years of tax or financial accounting experience, including client-facing roles. Strong knowledge of U.S. federal and state tax regulations. Proficiency in accounting software (e.g., QuickBooks) and Microsoft Office Suite. Excellent communication, leadership, and organizational skills. Benefits Opportunity to work with a diverse portfolio of clients in a fast-growing firm.  Competitive compensation and benefits package that includes health, dental, and vision plans and a 401k match. A collaborative and supportive work environment focused on client success. If you are passionate about supporting the financial well-being of clients and driving excellence in tax services, we’d love to hear from you.

Join One of Chicagoland’s Premier CPA Firms With over 70 years of excellence and recognition as a Great Lakes regional leader (Crain’s Chicago Business & Accounting Today, 2020), our firm is dedicated to the success of both our clients and our people. We continue to expand by acquiring forward-thinking firms and investing in top talent, offering clear career paths, significant growth and income potential, and comprehensive benefits—all within a collaborative, people-first culture. The Opportunity Position: Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates Location: Chicagoland (75% remote outside peak seasons) Path: Direct line to partner; bonus & incentive potential As a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities. What You’ll Do Tax Preparation & Review Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709 Client Relationship Development Build and maintain strong partnerships with clients, financial advisors, and legal counsel Uncover unstated client needs and recommend additional services Subject-Matter Expertise Act as the in-house trust and estate tax specialist for colleagues and clients Present tax strategies and best practices to groups of varying sizes Process Improvement Design and implement workflow enhancements to boost productivity and consistency Internal Collaboration & Referrals Educate internal teams on your service capabilities to drive cross-practice referrals Requirements What You Bring Education & Credentials Bachelor’s degree (Accounting preferred) Active credential: CPA, EA, MST, JD, LLM, CTFA, or AEP Experience 7–10 years in a trusts & estates or high-net-worth tax role at a CPA firm, law firm, trust company, or family office Proven track record with Forms 1040, 1041, 706, and 709 Skills & Mindset Exceptional client service and interpersonal skills Strong analytical, written, and presentation abilities Collaborative attitude and ability to build consensus Talent for diagnosing unstated client needs Benefits Why You’ll Love Working Here 🏆 Award-Winning Culture: “Best Place to Work” honoree 📈 Clear Path to Partner: Advancement tied to performance 🏠 Flexible/Hybrid Model: 75% remote, with on-site peaks only Jan–Apr 15 and Aug 15–Oct 15 ☀️ Summer Fridays Off (Memorial Day–Labor Day) 🕒 37-Hour Workweeks outside peak season 🧘‍♂️ Work-Life Balance: Generous PTO, holidays, and sick leave 💻 Modern, Paperless Office: Cutting-edge technology 🚀 Professional Development: Technical & leadership training curriculum 👔 Business Casual Dress Code 🎉 Firm-Wide Events: Celebrate successes and build camaraderie 💼 Comprehensive Benefits: 401(k) matching, health/dental/vision, and more If you’re a proactive tax professional looking to elevate your career and make a real impact, we want to hear from you!

Join One of Chicagoland’s Premier CPA Firms With over 70 years of excellence and recognition as a Great Lakes regional leader (Crain’s Chicago Business & Accounting Today, 2020), our firm is dedicated to the success of both our clients and our people. We continue to expand by acquiring forward-thinking firms and investing in top talent, offering clear career paths, significant growth and income potential, and comprehensive benefits—all within a collaborative, people-first culture. The Opportunity Position: Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates Location: Chicagoland (75% remote outside peak seasons) Path: Direct line to partner; bonus & incentive potential As a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities. What You’ll Do Tax Preparation & Review Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709 Client Relationship Development Build and maintain strong partnerships with clients, financial advisors, and legal counsel Uncover unstated client needs and recommend additional services Subject-Matter Expertise Act as the in-house trust and estate tax specialist for colleagues and clients Present tax strategies and best practices to groups of varying sizes Process Improvement Design and implement workflow enhancements to boost productivity and consistency Internal Collaboration & Referrals Educate internal teams on your service capabilities to drive cross-practice referrals Requirements What You Bring Education & Credentials Bachelor’s degree (Accounting preferred) Active credential: CPA, EA, MST, JD, LLM, CTFA, or AEP Experience 7–10 years in a trusts & estates or high-net-worth tax role at a CPA firm, law firm, trust company, or family office Proven track record with Forms 1040, 1041, 706, and 709 Skills & Mindset Exceptional client service and interpersonal skills Strong analytical, written, and presentation abilities Collaborative attitude and ability to build consensus Talent for diagnosing unstated client needs Benefits Why You’ll Love Working Here 🏆 Award-Winning Culture: “Best Place to Work” honoree 📈 Clear Path to Partner: Advancement tied to performance 🏠 Flexible/Hybrid Model: 75% remote, with on-site peaks only Jan–Apr 15 and Aug 15–Oct 15 ☀️ Summer Fridays Off (Memorial Day–Labor Day) 🕒 37-Hour Workweeks outside peak season 🧘‍♂️ Work-Life Balance: Generous PTO, holidays, and sick leave 💻 Modern, Paperless Office: Cutting-edge technology 🚀 Professional Development: Technical & leadership training curriculum 👔 Business Casual Dress Code 🎉 Firm-Wide Events: Celebrate successes and build camaraderie 💼 Comprehensive Benefits: 401(k) matching, health/dental/vision, and more If you’re a proactive tax professional looking to elevate your career and make a real impact, we want to hear from you!

Managers may work as the engagement lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement.  Managers must have strong communication skills as they interact with both the client and firm team members. They also must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines.  They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Works as part of a team to provide audit engagement and/or tax services for clients Tax: Reviews mid to high level business tax and individual income tax returns  Tax: Advises clients regarding a full spectrum of tax services Tax: Oversees complex tax research projects Tax: Manages tax accounting projects to meet client needs within a specified time frame  Audit: Lead audit engagement teams to ensure all components of the audit are performed including gathering information from the client, leading planning meetings, performing risk assessment, overseeing fieldwork procedures, and seeing the audit report through to final issuance Oversees and reviews work of Senior Associates and Associates including training and mentoring Uses excellent judgment and analysis to prepare and review accounting-related reports and provide financial analysis in an effort to improve client internal controls and accounting procedures Manages client relationships by monitoring client needs Is a key point of contact for the client on day-to-day accounting matters Provides feedback to Senior Managers and Shareholders Participates in the area of business development Utilized cloud-based technology and other audit software Seeks out opportunities to improve the client relationship and cross sell other BMA services Requirements Bachelor’s Degree in Business required, a Bachelors in Accounting preferred 5+ years of accounting required including experience managing staff, preferably in public accounting Licensed CPA or CMA license preferred Understanding of GAAP and GAAS Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.