Responsibilities:

• Self-starter and can take a task to completion upon receiving proper instruction
  Problem-solver that can identify a problem and possible solutions and promptly communicate to Owner those problems that need further attention
  · Decision-maker in the context of interactions with others, but can seek further instruction when needed
  · Understand that change and process improvement are integral with the Company’s environment and flexibility and good professional judgement are required in delivering professional services to clients
  · Integrity, respect and professionalism in all aspects of your interactions with the team, clients and the public

 Specific Skills Required:

• Computer proficiency (the Company’s environment is 100% paperless with electronic document processing and storage)
  · Accounting software proficiency (i.e., Thomson Reuters Accounting CS, QuickBooks)
  · Tax preparation software proficiency
  · Microsoft Office suite proficiency (i.e., MS Outlook, MS Excel, MS Word)
  · Adobe Acrobat document processing proficiency
  · Business writing skills (must be able to prepare and modify business correspondence and business email correspondence to clients and tax agencies) 
• Engage in incoming and outgoing telephone calls and the preparation of emails to clients as a
  professional representative of the Company to obtain documents and information needed in
  providing professional services to the Company’s clients
  Prepare and process electronic documents as an integral part of a structured and efficient
  paperless work environment
  · Interpret information provided by clients in the context of federal and state tax law to result in the highest quality deliverable in the tax reporting process
  · Prepare individual tax reporting with information provided by the client
  · Prepare business tax reporting with information provided by the client (i.e., Corporation,
  Partnership)
  · Prepare fiduciary tax reporting with information provided by the client (i.e., Estate, Trust)
  · Prepare annual accounting for business clients from information provided by client including the preparation of adjustments to a client prepared accounting
  · Supervise team members during the accounting and tax reporting processes in support of the
  Company’s quality control system
  · Utilize the Company’s practice management system to support an accurate and efficient
  paperless work environment
  · Assist the Owner with technology and management projects to support best practices in
  providing the highest quality professional services to clients
  · Perform other professional duties and tasks at the direction of the Owner in providing the highest quality professional services to clients  

Education and Relevant Work Experience Required:

• College-level education (four-year accounting education and degree)
  · CPA or EA designation
  · Experience in a public accounting firm environment