Job Overview
Full-Time, 40h/wk, $75k to $95k/year, Business Casual Attire
- Competitive paid time off package (if applicable)
- 401K with employer match (when eligible)
- Client referral program
- A complete remote work technical package included
- Production based quarterly bonuses (value added compensation package)
- FUN TEAM ENVIRONMENT
Benefits
- Flexible work schedule
- 12 paid Holidays + 2 weeks vacation (after 90 day probation period)
- Professional development
- Growth Opportunities
Summary of Responsibilities
The Senior Tax Accountant is responsible for the firm’s overall tax and accounting activities. Directs and coordinates office, client, and facility services and any related activities. This position requires heavy contact with clients and is the final authority on work assignments, acting on behalf of the firm, providing exceptional client service. As such, it’s important to be personable, professional, and helpful. Serving as an added voice and face of our company, the Senior Tax Accountant will be integral to reinforcing our reputation, accuracy, and exceptional customer service.
Essential Duties and Responsibilities
- Tax Preparation:
- Individual Tax Preparation (1040) experience is REQUIRED
- Corporate & Partnership Tax Preparation (1120/1120s/1065) is REQUIRED
- Trust & Estate Tax Preparation A PLUS but NOT required
- Experience with UltraTax REQUIRED
- Experience with Onvio A PLUS but NOT required
- Experience with Tax Projections & Planning REQUIRED
- Experience with QuickBooks Online REQUIRED
- Experience performing and reviewing monthly client accounting services and/or bookkeeping REQUIRED
- Experience preparing quarterly payroll tax returns and payroll processing REQUIRED
- Experience with financial statement preparation A PLUS but NOT required
- Identify and address client needs with a goal of complete satisfaction
- Build rapport with clients by engaging with them in an inviting, friendly, and professional manner
- Respond quickly, professionally, and accurately to all client inquiries
- Managing projects & firm checklists
- Assembling, distributing documents, and obtaining client signatures
- Provide initiative, recommendations, and assistance regarding policies, procedures, and firm matters
Required Skills
- 5+ Years Experience with tax preparation
- Prior experience in a public accounting firm and tax role
- Proven experience in a CPA Firm and full-charge management of clients
- A solid understanding of accounting and corporate tax principles
- A solid understanding of reviewing and tie out financials as well as the importance of workpapers
- A solid technical aptitude (Prior experience with QuickBooks & UltraTax)
- Excellent interpersonal, written, and verbal communication skills
- Excellent organizational and time-management skills
- Ability to work independently and also collaborate with and lead other team members
- Solutions oriented, resourceful, with excellent problem-solving skills
Preferred Skills
Location: In office or hybrid position with 3 days in office and 2 days remote. Team members should be available for meetings on-site (some flexibility available).
Hours: Monday – Friday 8:00 AM – 5:00 PM, with some flexibility.
Start date: TBD with a 90-day introductory/probationary period.
Salary: $75,000 – $95,000 Commensurate with experience (provide requirements with resume)
Tax Season: Additional hours required during tax season; salary based on 2,300 annual service hours.
#J-18808-Ljbffr
