11/20/2019
Tax Preparer
RESPONSIBILITIES AND SPECIFIC DUTIES (LIST IN ORDER OF IMPORTANCE):
• 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, multi state).
• Review Compiled financial statements for Corporations, Not for Profit entities, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
• Manage and monitor client deliverables and due dates.
• 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 U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memorandum outlining findings and conclusions.
• Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices.
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.
• Lead tax team in knowledge of software, processes, and workflows.
• Assist with employee training for new hires and ongoing employee training.
• Engage in consulting and special projects as requested by Management and Clients.
• Takes direction and reports to the Partners of the tax department.
KNOWLEDGE AND SKILL REQUIREMENTS:
• CPA Certification required.
• Good oral and written communication
• Good time management and organizational skills
• Proficient in Microsoft Office, CCH Axcess, Ultratax, Adobe software, and/or comparable.
• Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.
EDUCATION AND WORK EXPERIENCE:
• CPA certification optional.
• Bachelor’s degree in accounting or other major with tax and accounting (through intermediate) course work completed.
• Minimum of two years of experience preparing all types of tax returns.
• Minimum of two years reviewing all types of tax returns and compiled financial statements. By
Job Type: Full-time, Part-time, or Contract.
