We are a boutique accounting and management consulting firm empowering business leaders to achieve greater financial success. At Forge, we work with small business owners and nonprofit leaders to proactively plan for the future and accurately account for the past. We take time to understand our client’s needs and guide them towards achieving their goals through thoughtful explanations, valuable insights, and practical solutions. We’re proud to provide small businesses and nonprofit organizations what they need to make smart financial decisions so they can thrive and reach their goals.

An experienced tax professional who aligns to our values and is seeking a culture that enables the double win – a rewarding career and a rewarding life. If you’re ready to work smarter (not harder) while contributing to the success of our team and our clients – consider Forging Ahead with us.

• Use knowledge and ability to apply generally accepted accounting principles (“GAAP”)
• Responsible for tax process, quality and compliance
• Review and approve business and individual tax returns prepared by the tax team, and is available to staff for consultation
• Research best practices and changing legislation and tax code
• Train, mentor and lead tax associates and/or accountant
• Review and sign tax returns
• Perform complex tax planning and preparation for individuals, estates, trusts, and small businesses and research unusual tax matters.
• Lead client engagements and direct the work of tax team members assigned to the engagement
• Provide coaching, feedback, and ongoing growth and development for the tax team as a formal people leader
• Represent the firm in the public; client business development activities
• Deliver high quality, accurate and timely outcomes for the firm and our clients
• Develop quality client relationships and partner to best serve their needs
• Performs other related duties as assigned
• Travel occasionally (generally same-day) for work at clients, firm meetings or seminars

• A strong alignment and willingness to consistently demonstrate Forge’s core values
• Bachelor’s degree in business, finance, accounting or similar degree is required.
• CPA or eligibility to sit for CPA exam is preferred.
• Minimum 8 years of tax experience.
• Experience using suite of Thompson Reuters solutions preferred.
• Proficiency with Microsoft Office (Outlook, Power Point, Excel, Teams, Share Point, etc) and the ability to stay ahead of the curve with continual technology advancements
• Demonstrated high level of discretion and confidentiality
• Excellent verbal, written, and interpersonal communication skills.
• Excellent problem-solving skills and growth mindset required.
• Ability to execute and effectively collaborate virtually.

At Forge, we believe doing great work goes hand in hand with living a great life. Here, you’ll experience:

• Meaningful work. We are passionate about helping small businesses and nonprofits thrive, and every member of the Forge team makes a positive impact on the clients we serve.
  
• Flexibility and autonomy. We trust our team to make the expected contributions of the role, and we treat you like the professional adult you are. You do your part to embrace the responsibility that comes with the job, and we’ll monitor your contributions and collaboration, not the clock. Enjoy the flexibility to adjust start and stop times or the extent to which you work in the office or virtually.
  
• Personal and professional development. We’re passionate about growing each member of our team. You’ll have access to training and development that advance your technical skills, but perhaps more importantly, you’ll enjoy training and development opportunities that grow capabilities that positively impact your life and your work, including productivity management, prioritization, goal creation, Enneagram, and Kolbe.
  
• Work-life balance. At Forge, work-life balance isn’t a luxury – it’s a necessity. We believe working too many hours is counterproductive, so we work smarter, not harder. We invest in the Full Focus productivity system for every team member, which includes training and quarterly planners. And, you’ll experience a culture that is intentional about setting boundaries that help you have a great career without sacrificing what’s most important in your personal life.
• Dress for your day. We have a flexible dress code that allows our team to dress for the appointments on their calendar each day. We encourage jeans and business casual attire.

We offer competitive pay and comprehensive benefits, including: