Job Description
Job Description
Growing CPA firm seeking a temporary Tax Reviewer with the potential to go full-time for the right candidate.
- May – August 2024: Assist with Spring Tax Season (hours may vary)
- September - December 2024: 2-3 days per week as needed.
- January 1, 2025 – April 15, 2025: 40-50+ hours per week.
Responsibilities:
- Conduct a detailed final review and sign off on prepared individual and corporate tax returns
- Prepare individual and corporate tax returns as needed
- Review/prepare corporate and individual estimated income tax calculations
- Manage a client list of 250+ clients
- Prepare written return summaries for each client
- Coordinate and conduct clients wrap up calls to present and review returns
- Proactively engage with client and respond to ad hoc requests and inquiries
- Resolve client inquiries/issues received from the Internal Revenue Service or multi-state authorities
- Supervise staff and effectively collaborate with other team members
- Assign work to staff, coordinate engagement workflow, and adhere to deadlines
- Ability to work independently, within a team and across teams in a fast-paced environment
- Identify and offer opportunities for tax planning and other advisory services
- Build strong team relationship skills and work as an effective team member to complete project tasks
- Build and maintain client relationships and make best-practices recommendations
- Regularly meet with partners to keep informed about work status and client issues
- Complete additional projects/tasks as assigned
Minimum Qualifications:
- Active CPA license in good standing
- 10-15 years of related work experience
- Bachelor’s degree from an accredited college/university in accounting or equivalent business discipline
- Proficiency in Microsoft Office suite (Outlook, Word, Excel, etc.) and Tax Software Tools
- Strong communication and project management skills
Preferred Qualifications:
- Proficient with CCH ProSystem FX, Karbon and QuickBooks
Requirement:
The selected candidate must have a Computer, MS Software, and access to high-speed internet.