Tax Staff Accountant

Summary of Responsibilities

• Prepares various tax returns of a lesser complexity (individual, business, nonprofit, trust and estate).
• Performs other tax-related tasks as requested such as running depreciation reports, preparing tax projections, mapping general ledger trial balances for tax return purposes, etc.
• May perform accounting services to adjust client books.
• Develops efficient work habits – work must be accurate, organized and prompt.
• P Practices effective written and oral communication.
• Develops awareness of federal and state tax laws and regulations and how they must be applied when preparing tax returns.
• Ensures that tax in-charge is kept informed of the status of work in progress.
• Becomes familiar with tax research software and performs less complex tax research assignments as requested by Tax Director/Partners/Managers or as determined in order to meet client needs.
• Maintains the confidentiality of the Firm.
• Behaves professionally (i.e. maintains positive attitude, refrains from using vulgar language, communicates conflicts with the in-charge, provides appropriate notice when calling off sick or if running late, carries self in a respectful way, etc.).
• Maintains high professional and ethical standards.

Assignments

• Preparing tax returns of a lesser complexity (individual, business, nonprofit, trust and estate).
• Performing other tax related duties as requested.
• Gaining proficiency in the use of tax related software (tax return software, research software, fixed asset management system, projection software).

Professional Development

• Passes the CPA exam or receives other certification (approved by LPC).
• Participates in continuing professional education.
• Accepts additional responsibility.
• Represents the firm and promotes its image by attending local professional and business organization functions.
• Learns new technology introduced into the work environment.

Education, Experience and Skills Required

• Bachelor’s degree in accounting (with several tax credits preferably) or Master’s degree in accounting/tax. In addition, qualified candidates will have met the 150-hour credit requirement.
• Either hold a current and valid certified public accountant’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
• Proficiency with computer, tax-related and spreadsheet software programs and calculator.
• Ability to communicate clearly and concisely in English, verbal and written.
• Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually.

Working Conditions

• Occasional same day travel for meetings at client offices and seminars, using a personal vehicle.
• Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs.
• Minimal Safety Hazards. General office working conditions.