Staff - Tax - Private Asset Solutions

Position Summary

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

Major Duties And Responsibilities

• Prepares tax returns and conducts tax research
• Compiles, prepares, and maintains financial data and records in compliance with established policies and procedures
• Prepares a variety of detailed accounting and statistical functions relating to tax preparation
• Prepares work papers that are organized, neat, cross-referenced and supported by conclusions
• Compiles raw data into trial balance, including recapping cash receipts and disbursements
• 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
• 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
• Ability to apply principles of accounting to analyze and prepare financial information
• Excellent organizational skills
• Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients
• Ability to work well with others

Working Conditions

AdamsBrown, 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. Visit our website to see more information on our benefits.

Pay

Competitive pay structure

Schedule

Flexible work environment with hours 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. Closed on major holidays.

Benefits

Comprehensive benefit package, substantial paid-time-off, culture of growth, clarity, and respect.

Equal Opportunity Employer

AdamsBrown, LLC is an Equal Opportunity Employer.