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”
• Works closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business development
• Maintains strong client service relationships and cross-sell services as appropriate
• Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
• Demonstrates advanced technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skills
• Increases knowledge base on the firm’s industry lines and service offerings
• Promotes the ideas, values, mission, and vision of the firm and supports the one-firm concept
• Proactively seeks knowledge, new tasks, and responsibilities

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

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
• Able to apply principles of accounting to analyze and prepare financial information
• Excellent organizational skills
• Able to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients
• Able 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.

About the Role

Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, professional services, closely held business, local government and not-for-profit. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology, wealth management and trust services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals.

Benefits

Adams Brown, LLC offers a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

Schedule

Adams Brown, LLC operates with a flexible schedule, typically 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.

Pay

Adams Brown, LLC offers a competitive pay structure.