Tax Senior

Responsibilities

• Tax return preparation of individual, trust and various types of business returns;
• Research and communicate complex tax issues;
• Maintain accurate and up-to-date client records;
• Ensure clients comply with IRS regulations and meet their state and federal tax obligations;
• Review client financial records, income statements and expenditures.

Requirements

• 2 - 5 years previous experience in a Tax Department of a Public Accounting firm or other significant tax experience;
• Tax return preparation of individual, trust and various types of business returns;
• Certified Public Accountant license preferred, or be on track to becoming a CPA;
• Ability to research and communicate complex tax issues;
• Excellent interpersonal, oral and written communication skills and
• Willingness to interact directly with clients while delivering high quality service and helping maintain positive client relationships.

Qualifications

• Ultra Tax
• Thomson Reuters Engagement Manager software (or similar trial balance software)
• Microsoft Excel and Word

Benefits

• Terrific local firm culture.
• No minimum chargeable hour requirement. We manage the firm based on projects and value to the client, rather than how many chargeable hours you have or your realization level against an unrealistic budget.
• Office closed on Fridays for the months of May – July.
• Modern technological tools and systems to help make the workday pleasant and efficient.
• The firm is committed to life-long learning and supportive in getting all staff appropriate formal training.
• The firm offers subsidized health, dental and vision insurance along with fully paid short- and long-term disability, life and AD&D insurance and a matching 401(k) Plan.
• Hybrid working arrangements will be considered.

Pay

No specific pay details provided.

Schedule

Office closed on Fridays for the months of May – July.