Senior Tax Accountant

2 weeks ago


Minneapolis, United States Lunds & Byerlys Full time
Job DescriptionJob Description

Our Commitment to You: Lunds & Byerlys is committed to taking care of the employees who take care of our customers. We are committed to creating work environments centered around the values of hospitality, teamwork, and opportunity. Lunds & Byerlys is committed to providing equal opportunities to all interested and qualified candidates.


A little bit about us, we might be for you if you are looking for a...


Strong culture based on values, family and team. These words are not just tossed around. They are at the core of who we are.


"Great place to work" - we are a Star Tribune Top Workplace 2019-2023.


Hometown team with a beloved brand and solid reputation.


NOTE: The following is a profile or persona of who we are looking for. If you have many of the characteristics below, please apply so we can start a conversation.

JOB SUMMARY

This position is a member of the Lund Asset Management Group (LAMG) and is responsible for preparing business entity, trust and individual income tax returns, financial accounting and reporting, and cash flow analysis for the organization and shareholders. This position assists with fixed asset accounting, general tax and financial planning, projections, analysis and research.


ESSENTIAL DUTIES & RESPONSIBILITIES

The following description of work to be performed by this individual is not intended to be all-inclusive. Rather, it focuses on the major tasks that must be accomplished. There are many necessary activities to satisfy any of the following performance guidelines.

  • Provide assistance to all Lunds & Byerlys team members modeling company customer service standards at all times
  • Prepare, review and file income tax returns to ensure accuracy and compliance
  • Engage in general tax and financial planning and analysis including research activities
  • Assist with fixed asset classifications for tax purposes
  • Prepare, review, and file 1099's
  • Assist with sales tax compliance and audit matters
  • Perform regulatory research for income tax, sales tax, liquor licenses and tobacco license applications
  • Act as the subject matter expert and owner of EIN maintenance and processing
  • Manage accounts related to banking and brokerage for business entities, shareholders, and trusts
  • Act as the financial reporting, budgeting, and analysis liaison as it relates to investments managed by outside third parties
  • Provide shareholders assistance by performing services as needed for cash management, gifting, charitable contributions, mortgage financing, bookkeeping, payroll, payroll tax compliance, and college savings plans
  • Ensure all accounting and tax software is current, licensed and working effectively and efficiently
  • Manage all records in a compliant and secure manner
  • Manage all new filings, renewals and terminations with the Secretary of State Registrations office
  • Assist with projections and remittance of estimated tax payments for entities, shareholders and trusts
  • Assist with real estate tax matters, payments and appeals

OTHER JOB DUTIES (Not considered essential to the job)

Perform all other related assignments (including special projects) as required in a professional and cooperative manner.


MINIMUM QUALIFICATIONS

  1. Education
    1. Completion of undergraduate degree in accounting, business administration or equivalent experience and knowledge
  2. Licensing: CPA preferred
  3. Experience
    1. Five or more years of experience, preferably in public accounting and/or pass-through entity tax
    2. Experience with tax compliance software (UltraTax preferred)
    3. Experience with Quickbooks software
  4. LFHI Competencies expected of all employees include action oriented, communicates effectively, customer focus and instills trust
  5. Other required Knowledge, Skills, and Abilities:
    1. A service-oriented individual with a high energy, positive and friendly demeanor
    2. A working knowledge of tax regulations and tax software applications
    3. Ability to communicate effectively
    4. Computer skills to effectively receive, process, and communicate relevant information
    5. Ability to respond to continually changing priorities and coordinate multiple projects
    6. Computer skills (Outlook, Excel, Word)
    7. Demonstrated organizational skills
    8. Strong customer service, interpersonal, communication and problem-solving skills
    9. Ability to read, write, speak and comprehend English

OTHER REQUIREMENTS/EQUIPMENT USED, IF APPLICABLE

Equipment Used

  • Office Equipment (this may include computer, phone, printer, scanner, copier and fax machine)


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