Job Description
Bennet, Shay a full-service accounting firm located in Santa Clara, we specialize in small business and high-income individuals.
We are looking for an Associated Tax accountant who is diligent, hard-working, has great attention to detail and enjoys working with clients. The associate role will be responsible for a full array of tax services including preparation of individual, partnership, corporate, trusts and not-for-profit tax returns as well as consulting and tax planning for small business and high-income individuals.
The ideal candidate must be have passed the CPA exam or Enrolled Agent test or planning to sit for it, and have worked for at least 2 tax seasons. The candidate must have good communication skills and familiarity with Lacerte tax Software. We are a family friendly company and offer independence and growth in your professional career, we are looking for a candidate who can join our family and is a good fit both professionally and personally.
Ideal candidate should possess:
· E/A or CPA or sitting for the test.
· 2+ seasons of income tax preparation with face to face client interaction
· Experience preparing income taxes returns: 1040, 1041, 1065, 1120,1120S
· Comfortable working directly with clients and interviewing clients
· Familiarity with Lacerte tax preparation software
· Familiar with QuickBooks Online as well as QuickBooks desktop
· Proficient with Microsoft Excel, Word, and Outlook, Adobe Acrobat
· Self-starter with a get-it-done attitude and enjoys working with clients and other team members.
· Comfortable with technology and working with high tech clients
· Good Strong verbal and written communication skills
· Can work independently, as well as assist with Manager Ad-hoc projects
· Can work 60-70 hours during the tax season.
· Flexible schedule
· Mandarin or Cantonese speaker preferred but not mandatory