Description

Job Summary:  

Calculate and prepare tax returns for individuals and businesses to the highest ethical standard in compliance with all applicable tax laws and regulations for assigned client base. Complete assigned accounting responsibilities in support of CPA staff.

Duties/Responsibilities:

      Prepare and submit simple to moderate tax returns for business and individual clients

      Audit tax preparation forms for completeness and accuracy prior to CPA review

      Obtain additional information on taxable income and deductions as needed

      Ensure all appropriate adjustments, deductions and credits are applied 

      Ensure proper tax preparation procedures are consistently followed

      Complete assigned accounting functions

      Support CPA’s and other staff as needed

      Miscellaneous duties as required

Requirements

Required Skills/Abilities:

      Excellent verbal and written communication skills

      Excellent interpersonal and customer service skills

      Meticulous attention to detail and excellent mathematical skills

      Exceptional integrity to maintain client confidentiality

      Ability to work independently and as part of a team

      Strong analytic and problem-solving skills

      Proficient with Microsoft Office Suite (Word and Excel)

      Proficient with Thompson-Reuters tax software preferred (UltraTax) 

Education and Experience:

      Three or more years in tax preparation experience preferred

      Bachelor’s Degree in Accounting preferred