Tax Staff Accountant

Job Summary

As a Tax Staff Accountant, you will prepare business and individual tax returns, gain exposure to a diverse client base, and collaborate with internal teams.

Job Description

• Tax Preparation
• Aid in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities
• Organize and review client-provided financial information, ensuring accuracy and completeness
• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits
• Tax Research and Analysis
• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines
• Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues
• Prepare tax projections and estimates to guide clients in making informed financial decisions
• Client Communication
• Communicate with clients to gather necessary information and address inquiries related to tax matters
• Aid in explaining tax concepts and implications to clients in a clear and understandable manner
• Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations
• Compliance and Documentation
• Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely
• Maintain organized and comprehensive tax files and documentation for each client engagement
• Afford assistance in tracking changes in tax laws and regulations and their potential impact on clients
• Team Collaboration
• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Support senior team members in complex tax projects, including audits and specialized tax services
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Supervisory Responsibilities

None

Work environment

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Physical demands

• Minimal distractions

Required Education And Experience

• Bachelor’s degree in accounting, finance, or a related field
• Mandarin fluency required
• 1+ year of relevant experience

Preferred Education And Experience

• Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
• Responsible for completing the minimum CPE credit requirement
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research