Job Description:
- Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, Gift, and multi state).
- Review compiled financial statements for Corporations, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.
- Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
- Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-Corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.
- Prepare complex state individual income, gift tax, and estate tax returns.
- Extensive individual, corporate, and partnership tax knowledge.
- Build relationships with clients to provide planning and consulting.
- Tax research and CPE as needed.
- Assist with employee training for new hires and ongoing employee training.
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various Tax matters.
- Respond to IRS and state agencies audits, inquires, and tax notices, communicate with IRS and clients in connection with audits, inquires, and tax notices.
- Engage in consulting and special projects as requested by Management and Clients.
Experience and Skills:
- Bachelor’s Degree (required).
- Minimum of five years of experience preparing all types of tax returns with a public CPA firm or private company.Minimum of two years reviewing all types of tax returns and compiled financial statements with a public CPA firm or private company.
- Strong computer skills.
- Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.
- Work well within a team environment but also independently.
- Working knowledge of ProSystem’s FX.
- Good communication skills - written and oral.
- Efficient knowledge in Microsoft Office.
License: CPA or EA (Preferred)
