Senior Staff - Tax - Closely Held Business

Position Summary

The individual in this position prepares tax returns, standard accounting work papers and statements, and other financial reports. Responsibilities also include preparing statistical and account analyses.

Responsibilities

• Prepares tax returns and conducts tax research to develop strategies and planning opportunities for clients
• Prepares a variety of detailed accounting and statistical functions relating to tax preparation
• Uses reference materials in researching accounting issues
• Maintains accurate time and expense records to ensure proper billing of clients
• Complies with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, Governmental Accounting Standards, and the firm
• Recommends and assists in the implementation of new or revised accounting systems
• Enhances the firm image by demonstrating “executive presence”

Requirements

• Master’s degree in Accounting or Finance, or bachelor’s degree with the required hours to sit for the CPA exam
• Licensed CPA or actively working toward CPA certification
• 3-5 years in relevant position or equivalent combination of education and experience

Major Duties And Responsibilities

• Prepares tax returns and conducts tax research to develop strategies and planning opportunities for clients
• Prepares a variety of detailed accounting and statistical functions relating to tax preparation
• Uses reference materials in researching accounting issues
• Maintains accurate time and expense records to ensure proper billing of clients
• Complies with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, Governmental Accounting Standards, and the firm
• Recommends and assists in the implementation of new or revised accounting systems
• Enhances the firm image by demonstrating “executive presence”

Desired Skills, Abilities And Characteristics

• Ability to maintain confidentiality of firm and client information
• Effectively communicate through oral and written means
• Client service oriented
• Commitment to the profession and the firm
• Aptitude to learn and effectively use multiple software applications
• Adequate organizational skills
• Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients
• Ability to work well with others

Working Conditions

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

Pay

Competitive pay structure

Schedule

Fully remote, with occasional travel to firm offices