Tax Staff

Responsibilities

• Accurately and efficiently prepares partnership, S Corporation and individual tax returns and utilizes feedback to prevent from repeating errors
• Prepares income tax projections and estimate calculations for clients
• Counsels clients on tax planning and compliance issues
• Conducts research, analysis, development and summarization of financial information
• Analyzes accounting records, financial statements or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards
• Maintains and organizes client files in accordance with firm standards
• Engages in professional communication with clients under supervision of Managers and Seniors
• Supports Interns in professional development
• Supports the team environment and supports firm decisions
• Maintains open communication with management regarding the progress of completion on projects
• Uses critical thinking to investigate client financials and fix any discrepancies
• Participates actively in training and developmental opportunities

Qualifications

• Undergraduate degree required, Master’s preferred (150 hour requirement threshold should be satisfied or a specific plan in place)
• Actively studying and preparing for the CPA certification if not already obtained
• Advanced knowledge of generally accepted accounting principles and financial statements is required
• Demonstrates appropriate understanding of financial reporting including Firm, FASB, GASB, AICPA accounting and auditing standards
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Prioritization and organizational skills

Benefits

• Generous vacation time
• Exceptional opportunities for growth
• Flexibility in both dress code and work model