Date Posted: November 21, 2022

Deadline: December 30, 2022

Organization: Summer and Company

Location: Newberry

City: Newberry, SC

Website: View Website

Job Type: Full Time


Strong tax understanding, knowledge of Excel, and general accounting principles. 

Job Description:

Do you have experience preparing income tax returns? Individual tax returns and business tax returns? Have you handled IRS letters before? Prepared balance sheets? Do you have an interest in tax planning? This could be the place for you.  To be transparent, if you’d like to work remotely, we are not the right place for you. We are a small team and enjoy letting the computers do what they can do. Everyone’s contribution is valued and significant.  For our customer focused business, it means you need to be here.

As we look ahead to the next 5 to 10 years, we see our clients engaging more with technology and looking to us for professional advice, not simply tax preparation.

During tax season, your role would be to prepare tax returns and identify opportunities for the investment team. In the off season, your role would be to assist in pro-active tax planning. Your bookkeeping responsibilities would be limited.

We see tax planning as a significant area of growth in our industry. This position would give you the opportunity to work with senior staff that has over 70 years of combined tax experience in an organization that is committed to using technology and to prepare for what clients expect in the future.

The leadership of this company is engaged, present, and forward thinking. Our organization has the advantage of experience while embracing the future of our industry and technology. Let’s grow together.

To be successful in this role you need to demonstrate a strong tax understanding, knowledge of Excel, and general accounting principles.  We want to see that you have a passion for resolving customer questions/issues and have a strong attention to detail. 

Additional qualities that will make you successful in this job include problem solving, bringing a positive attitude to work and initiative. If you aren’t a self-starter, that’s okay, we’re just honest that we wouldn’t be the place for you.   

We are a third-generation family-owned company rooted in our local community, with many clients that we’ve worked with for generations.  Hours are Monday-Thursday 9-4 (April 15 – Jan 15), Monday – Friday 9 – 6 (January 15 – April 15), with some flexibility available.   We believe we have a great opportunity for the right candidate!  Do you want to join our family?  Submit resumes to

Monday-Thursday 9-4 (April 15 – Jan 15), Monday – Friday 9 – 6 (January 15 – April 15)
Contact Name:
Diane Sass
Application Process:
Submit resumes to
Employer Address:

1508 Lindsay St
Newberry, SC 29108
United States

Our organization does not discriminate on the basis of race, color, religion, national origin, age, sex, sexual orientation, or disability.