Senior Tax Associate

2 weeks ago

Peoria, United States Adam T. Cary, CPA Full time
Job DescriptionJob Description

Duties/Responsibilities:

· Reviews personal tax returns prepared by junior staff for accuracy and completeness.

· Provides technical feedback and training to junior staff as necessary.

· Acts as the point of contact for both clients and other staff for the work produced by a small team of associates.

· Consults with clients to develop an understanding of their financial affairs and the scope of their tax liabilities.

· Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.

· Calculates taxes owed or refunds due to clients; consults tax law publications for guidance on unusual situations.

· Presents approved returns to clients.

· Answers client questions concerning personal tax matters.

· Performs other related duties as assigned.

· Intermediate to advanced understanding of personal tax laws and regulations.

· Exceptional analytical skills, attention to detail, and problem-solving abilities.

· Ability to effectively manage a small team to achieve firm goals.

· Proficient in Microsoft Office Suite or similar software.

· Knowledge of administrative and clerical procedures.

· Excellent written and oral communication skills.

 

Company DescriptionJoin our dynamic team at the largest accounting firm in Peoria, where we serve over 1,500 clients spanning a wide spectrum, from retired couples to thriving business owners. At Cary Millar PC, we specialize in comprehensive tax planning, optimization, and strategy, along with precise tax preparation and government compliance projects. Our services extend beyond taxes to encompass essential ongoing business support, including bookkeeping, payroll management, sales tax, and financial consultations.

What sets us apart is our commitment to education and empowerment. We believe in equipping our clients with the knowledge and tools they need to navigate their financial journeys successfully. With a diverse team boasting a range of experience levels, from entry-level to seasoned veterans with over 20 years of expertise, we foster an environment of growth and collaboration.

As we continue to expand and modernize our processes, we're looking for passionate individuals who share our vision of helping clients achieve their financial goals. If you're eager to be part of a fast-growing firm dedicated to innovation and client success, Cary Millar PC is the place for you. Join us and make a difference in the financial lives of individuals and businesses alike.Company DescriptionJoin our dynamic team at the largest accounting firm in Peoria, where we serve over 1,500 clients spanning a wide spectrum, from retired couples to thriving business owners. At Cary Millar PC, we specialize in comprehensive tax planning, optimization, and strategy, along with precise tax preparation and government compliance projects. Our services extend beyond taxes to encompass essential ongoing business support, including bookkeeping, payroll management, sales tax, and financial consultations.\r
\r
What sets us apart is our commitment to education and empowerment. We believe in equipping our clients with the knowledge and tools they need to navigate their financial journeys successfully. With a diverse team boasting a range of experience levels, from entry-level to seasoned veterans with over 20 years of expertise, we foster an environment of growth and collaboration.\r
\r
As we continue to expand and modernize our processes, we're looking for passionate individuals who share our vision of helping clients achieve their financial goals. If you're eager to be part of a fast-growing firm dedicated to innovation and client success, Cary Millar PC is the place for you. Join us and make a difference in the financial lives of individuals and businesses alike.

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