Job Description
SR. TAX ACCOUNTANT
_ _
PRIMARY JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
- Preparation of both federal and state income tax returns for individuals and businesses
- Tax research and planning
- Bookkeeping associated with some client accounts.
- Properly research and seek the advice of senior preparers when confronted with particularly challenging tax circumstances
- Gather appropriate materials regarding yearly tax tables, instructions and forms to accurately calculate taxes for clients
- Inform clients of important paperwork and documentation needed to complete tax forms properly
- Work closely with clients to obtain personal information regarding potential deductions, educational grants or allowances
- Meet with clients and address their questions and concerns regarding tax forms and paperwork
REQUIRED SKILLS & QUALIFICATIONS:
- Minimum of five (5) years of tax preparation experience at a public accounting firm. (The three years experience must have occurred within the past four (4) years_._
- High school or GED is essential
- Bachelor's Degree in Accounting/Finance
PREFERRED BENEFICIAL EXPERIENCE:
- Texas CPA License
- Excellent Customer Service Skills with Strong Written & Verbal Communication Skills
- Bi-Lingual : English & Spanish
- Impeccable Mathematic Skills
- Experience with Microsoft Office, Excel and Adobe Acrobat
- Experience with UltraTax beneficial
- Must have experience with G/L software such as Quickbooks
- Must have experience with completing the following Tax Forms: 1040, 1040NR, 1065, 1120 and 1120S
- Experience with FBARs, W-7 Applications
- Must be able to track time spent on returns
- Must have experience with Texas Margin Tax Preparation
- Experience with ADDITIONAL RESPONSIBILITIES OF THE TAX PREPARER WILL INCLUDE, BUT ARE NOT LIMITED TO:
- Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each
- Ability to prioritize daily tasks and meet timely obligations with many clients
- Advise clients in the tax preparation process and prepare and file tax documents
- Take incoming calls from clients to answer tax questions and set up tax preparation appointments
- Ensure the confidentiality of each client by following all company procedures regarding information handling
COMPENSATION BASED ON EXPERIENCE.
Company Description
https://mmastrocpa.com/