Job Description

Job Description

Michael A. Tobin & Associates, C.P.A’s, P.C., a CPA firm servicing clients in the Greater Capital Region of New York is in search of a tax specialist to assist in overseeing and managing the Firm’s individual tax practice and to assist with business clients on an as needed basis. Work schedule will be full time during the January through April tax filing season and part-time for the remainder of the year with flexible hours. Flexible work solutions are available.

RESPONSIBILITIES

• Prepare or review work papers and tax returns and provide constructive review comments as needed.
• Utilize the tax preparation software to complete Federal and State tax returns, and other filings and deliverables.
• Oversee the processing of tax filings and the distribution of deliverables.
• Research and document tax positions to support client files.
• Provide tax advisory and projection services to clients.
• Address tax notices received from the Internal Revenue Service and state agencies by acting as advocate for clients with Power of Attorney status.
• Preparation of payroll tax returns for a limited number of clients.
• Preparation of sales tax returns for a limited number of clients.
• Negotiate past due tax liabilities with the IRS and State Tax agencies.
• Prioritize caseloads and complete additional tasks and duties as needed.
• Perform other related duties as assigned by management.

QUALIFICATIONS

· Five+ years of experience in professional individual income tax preparation.

· CPA or Enrolled Agent is required.

· Working knowledge of Federal and State tax law(s) and strong research skills.

· Recent participation in continuing education courses with a concentration in individual income taxation.

· Proficient use of Microsoft Office Suite.

· Must be proficient in Ultra Tax Software (or similar high end tax software).

· Excellent analytical and mathematical skills.

· Strong interpersonal skills.

· Strong organization and accuracy skills.

· Ability to multitask and manage time effectively.

· Solid planning and problem solving skills.

· Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients.

· Ability to work in a professional business environment.

Please contact Donna Clemente at (518) 980-8100 or donna@mtobinandassociates.com to arrange for an interview.