United States onlyThe ideal candidate will have the capability to prepare medium-to-high complexity returns for individuals and small businesses and review lower-complexity returns. They will be organized and approach each issue with an analytical mindset.
Requirements: 4-6 years public accounting experience in the area of taxation.
Responsibilities include but are not limited to:
- Preparation of medium to complex returns (small business and individuals – trusts is a plus).
- Preparation of ancillary returns (1099's, payroll, sales tax, annual filing fees, etc…).
- Advanced bookkeeping skills for small business clients.
- Tax Planning focusing on clients’ tax savings and ongoing tax opportunities
- Researching complex tax issues and developing resolutions.
- Data analytics and skillful problem-solving.
- Client communications and Coordination with their other advisors.
Position requirements:
• Bachelors of Accounting required.
• Masters in taxation is a plus.
• CPA or EA preferred.
- Ability to organize and prioritize work.
- Ability to work independently, but also work well with others.
- Ability to manage multiple workstreams simultaneously.
- Strong technology skills (the firm relies heavily on technology because the office is paperless –
Word, Excel, QuickBooks (online and desktop), Adobe pro, CFS payroll, BNA, AI technology)
- Prior experience with CCH Axcess Tax (or ProFx) is preferred.
