Job Description

ARE YOU LOOKING FOR AN OPPORTUNITY TO GROW IN YOUR ROLE AS A CPA AND A TRUSTED ADVISOR? DO YOU WANT TO WORK FOR FIRM THAT APPRECIATES YOUR SKILLS AND THE HARD WORK YOU DO? DO YOU ENJOY USING TAX STRATEGIES TO SOLVE A CLIENT’S NEEDS? TIRED OF DOING THE SAME DATA ENTRY DAY AFTER DAY? IF YOU ANSWERED YES!!, THEN YOU ARE IN LUCK! FORRESTER | MORGAN IS SEEKING A TALENTED AND DRIVEN PERSON JUST LIKE YOU TO JOIN OUR FAMILY. WE ARE A SMALL BUT RAPIDLY GROWING FIRM. WE FOCUS ON BUILDING RELATIONSHIPS WITH OUR CLIENTS AND HELPING THEM ACHIEVE THEIR GOALS ON BOTH A BUSINESS AND PERSONAL LEVEL. WE ARE A FULL-SERVICE ACCOUNTING FIRM CATERING TO SMALL BUSINESSES, MEDICAL/DENTAL OFFICES, AND CLIENTS ASPIRING TO ACHIEVE HIGH NET WORTH. THE FIRM HAS AN IMMEDIATE CAREER OPPORTUNITY FOR AN EXPERIENCED TAX ASSOCIATE, WHOSE VALUES AND GOALS CANNOT BE REALIZED IN A LARGE CPA FIRM OR CORPORATE ENVIRONMENT.

KEY FEATURES:

• Opportunity to work with multiple industries and key leaders in their respective fields
• Attractive compensation package including benefits 401(k), paid time off, and CPE/license expenses
• A business casual environment
• A great location in Richardson next to University of Texas-Dallas

RESPONSIBILITIES:

• Preparing individual, partnership, corporate, trust and estate tax returns
• Review adjustments and reconciliations to client provided general ledger for use in the tax return preparation process.
• Some preparation of write-up and payroll tax reports/filings.
• Prepare amended returns of various complexities
• Assisting with tax planning and tax strategy development and implementation
• Providing support related to entity formation and taxation
• Respond to tax notices; preparation of correspondence.
• Performing tax research to resolve client questions, suggest and evaluate potential tax strategies as well as determine compliance accuracy
• Monthly/Quarterly preparation of financial statements for a number of small business clients

MINIMUM REQUIRED QUALIFICATIONS:

• Bachelors degree in Accounting or related field with an emphasis in accounting courses
• CPA with 2 to 3 years of federal (individual and business) tax preparation experience in a public accounting firm
• Desire to stay and grow with a reputable firm for the long term
• MUST HAVE extensive general ledger analysis expertise that exceeds accounts receivable and accounts payable
• Exceptional analytical skills complemented by the flexibility to both critically examine details as well as consider the bigger picture
• Proven leadership skills and initiative to begin and complete projects with minimal direction or information
• Ability to articulate and communicate fluently in English, in both written form and verbal
• Skillful at managing a variety of assignments simultaneously while tracking and completing necessary follow-up
• Competent user of Microsoft Office suite, Quick Books, and Lacerte Tax software, a plus

COMPENSATION:

• Pay commensurate with experience.

* THIS POSITION IS FULL TIME (MINIMUM 36-40 HOURS PER WEEK) WITH OCCASIONAL SEASONAL OVERTIME REQUIRED.*

NO RECRUITERS/AGENCIES PLEASE

SPONSORSHIP FOR CANDIDATES WHO ARE NOT ELIGIBLE TO WORK IN THE US IS NOT OFFERED FOR THIS POSITION