About the role

Bachelor’s degree in Accounting or related field
CPA preferred combined with three to five years industry and/or public accounting experience
At least 2 years financial statement reporting and corporate tax preparation experience preferred
Ability to communicate with clients, management and peers
Strong analytical and problem solving skills
Ability to meet deadlines and work with minimal supervision
Ability to maintain confidentiality with highly sensitive information
Detail-oriented, strong organizational skills and the ability to prioritize and multi-task

Experience with QuickBooks Desktop and QuickBooks Online software programs

Experience with Thomson Reuters Accounting CS, Fixed Assets CS and UltraTax CS software preferred

Prepare and/or review monthly financial reporting packages for clients.
Prepare and post adjusting journal entries in Accounting CS and/or QuickBooks as needed to organize the tax file for preparation.
Identify and organize client documentation. Coordinate with clients or internal staff to obtain missing information.
Prepare workpaper detail to summarize data and prepare for tax preparation.
Calculate and document book vs. tax differences for tax compliance process, calculate estimated quarterly taxes and prepare tax projections for planning purposes.
Maintain client fixed asset listing in fixed asset software program.
Prepare Federal and State Corporate, Partnership, Trust and Individual income tax returns.
Review accuracy of tax returns and identify and communicate potential tax savings strategies to management.
Respond to client inquiries, Internal Revenue Service and state and local tax authority notices.
Provide support on ad-hoc requests and related special projects, as required.
Maintain and comply with all work standards reducing risk exposure for the firm.

Flexible work schedule

Tax Accountant - CPA Firm