Job Description

Job Description

We are looking for a Tax Accountant to prepare personal and business income tax returns for our clients during tax season, including Forms 1040, 1041, 1065, 1120, 1120S, 990, and others. We provide a professional workplace setting and process returns using sophisticated software running on an advanced network. Our tax return preparation software integrates with our practice management, fixed asset, electronic file cabinet, and client portal software.

CPA certification is not required. We are looking for individuals who have very good background, experience, and training in tax return preparation and income tax planning. Such individuals must be able to analyze and organize information received from clients and then prepare tax returns and income tax planning documents to the extent that they are complete without open diagnostics and remain veritably unchanged after review.

Because of the need to interact with multiple clients on a regular basis, we are looking for persons who can multi-task under pressure with accuracy.

To be successful in this role, you must also have previous experience with and are currently able to operate QuickBooks Desktop and QuickBooks Online financial accounting software.

In addition to technical ability and personal capability, we are looking for persons who will be good communicators with clients and coworkers, like working together in a pleasant team environment, and are open to personal and financial advancement.

Responsibilities

• Work with our Administrative Staff to initially receive client tax return information and other information so that work can be completed timely
• Communicate directly with our clients to gather additional information on unusual or unexpected items and to inquire about previous year changes
• Accurately input all tax return information
• Communicate with the Tax Manager when guidance or support is needed
• Report to the Tax Manager when income tax returns or income tax planning documents are complete and ready for review and approval
• After approval, print income tax returns and tax return input forms to the firm's electronic file cabinet and then push the approved income tax returns to the client's portal
• Complete checklists and status reports for completed work

Requirements

• Good communicator with a good personality
• Expertise using a computer and a 10-key calculator
• Expertise using QuickBooks Desktop and QuickBooks Online financial accounting software
• Expertise using MS Word, Excel, Outlook and Teams software
• Expertise using tax return preparation and planning software
• Strong attention to detail and good analytical skills
• Knowledge of accounting functions and procedures
• Knowledge of income tax return preparation and procedures
• Knowledge of the latest changes to income tax laws
• Prior work experience as a Senior Tax Accountant
• Minimum Education: Bachelor's Degree in Accounting with good work experience
• Further Education: Master's Degree in Tax with good work experience

Company Description

We are an advisory CPA practice, which means that we do more than just bookkeeping, payroll, and income tax preparation. We proactively lead our clients on interesting engagements that reduce income taxes and increase their wealth over time.

Company Description

We are an advisory CPA practice, which means that we do more than just bookkeeping, payroll, and income tax preparation. We proactively lead our clients on interesting engagements that reduce income taxes and increase their wealth over time.