Apply for this job now

Staff Accountant II (Tax)

Broken Arrow, Oklahoma
21 Sep 2022

*InTulsa is partnering with NextGen Tax to find candidates for this exciting role in Tulsa*

**Location: Tulsa, OK. Options for hybrid or fully remote position for those already in Tulsa, OK or willing to relocate to Tulsa, OK**

Staff Accountant II - Tax 

At NextGen, Small Business, is a BIG deal. It's passion. It's income. It's legacy. 

Our team of CPAs, MBAs and attorneys are the best and brightest minds in business who work  collectively with one goal: building our clients' empire. We exist to help create and educate the  NextGeneration of ultra-successful business owners by providing integrated and strategic tax,  accounting, payroll and business law services. 

Team NextGen consists of a diverse group of powerhouse women who are changing the face of  public accounting. Our team of 18 grew from a solo practice to a full service operation that include  5 CPAs, 3 MBAs and 4 Masters in Accountancy rockstars. As we approach our 5 year anniversary of  the practice, we are looking to grow our team and develop a regional presence! We invite you to  authentically showcase your rockstar expertise and skills as we journey to the next level. Join  Team NextGen by surrounding yourself with brilliance! 

The Opportunity 

At NextGen, we are a team first! You will work with a diverse group of talented tax accountants on  complex income tax preparation, tax analysis and review and tax research.  

The key responsibilities  

As a Staff Accountant II, your role will play a vital role within the department. You will handle the  tax preparation for Partnerships, S Corporations & C Corporations for small businesses. Therefore  being knowledgeable and having an excellent understanding of tax codes and regulations is  imperative. At NextGen we are all about client service and you are the primary contact for a set of  clients. It's important that you establish a personal rapport with the clients. More than just a tax  preparer, the goal in this position is to become a trusted advisor to each client. This takes  relationship-building skills and a friendly, outgoing attitude. 

Essential skills for brilliance 

  • Initial Tax Analysis & Review for accuracy 
  • Assist in IRS Resolution Case Management 
  • Perform tax research to assist the Sr. accountant 
  • Ability to understand and apply tax laws and changes in the preparation process. Maintain multiple clients and coordinate with our internal team of bookkeepers Maintain accurate, up-to-date records of clients' status 
  • Correspond with clients to provide updates and request information 

To qualify for the role you must have 

  • A bachelor's degree in Accounting or Finance preferred; or 5+ years of equivalent and recent work experience  
  • Tax background required 
  • Excellent collection and analytical skills with the ability to interpret complex information  Solid deductive reasoning skills 
  • Strong influential and persuasive skills and the ability to foster internal and external relationship

Nice to have 

3-5 years of recent and relatable work experience; or a currently enrolled in graduate school, CPA  eligible or an Enrolled Agent (EA) 

What brilliance looks like 

An exceptional professional who can capture our mission, embrace new challenges, possess a  culture of excellence, exudes a positive attitude, has a love for learning and enjoys a team  environment then you may be the next tax accounting rockstar to join our team! If this description  suits you, then you may be the next tax accounting rockstar to join our team! 

Why join Team NextGen 

  • Make history. Our startup is still fairly small, but we have big plans to disrupt the accounting and bookkeeping industry. This is a great opportunity to get in early at a startup that, we believe, is  on its way to becoming an industry leader. 
  • Do work that matters. The projects you'll be working on will be critical to the success of the  company and our clients. 
  • Hybrid work schedule with flexible hours. Following your first 30 days you can elect a 3x2 work  schedule that includes 3 days onsite and 2 days working remotely. Or, you may elect a 4x10  schedule that includes 4 10-hour days weekly. 
  • Grow with the firm. As our firm continues to grow, there will be many opportunities to take on  new responsibilities and grow professionally. 
  • Work that stays fresh. You'll have a diverse portfolio of 150+ clients (depending on their size) in  a broad range of industries, all with different goals and filetypes. There will always be tons of  opportunities to learn new things. Plus, given the pace of growth at our firm, we can pretty  much guarantee that you'll never be bored. 
Apply for this job now


  • Job Reference: 717615715-2
  • Date Posted: 21 September 2022
  • Recruiter: Next Gen Tax
  • Location: Broken Arrow, Oklahoma
  • Salary: On Application