Responsibilities:
- Prepare, review, and analyze individual, trust, gift, partnership, and corporate tax returns.
- Communicate directly with clients regarding tax returns and other tax related issues.
- Research and advise on client tax questions.
- Plan for and identify tax saving opportunities for business clients and owners.
- Review and adjust client accounting records to reconcile to tax returns; adjust for cash and accrual basis accounting differences.
- Display skill, judgement, initiative, and attention to detail and independently handle multiple assignments simultaneously.
- Supervise and train entry-level accounting staff.
Requirements:
- BS or BA in Accounting required
- CPA or active pursuit of license desired
- 2-5 years of prior experience in preparing business and individual returns.
- Strong skilled in Microsoft Office, Word, and Excel
- QuickBooks experience proficiency in desktop and online versions is preferred.
- Proficiency in tax preparation software; Prosystem FX Tax experience preferred.