Tax Preparer
3 weeks ago
- Prepare federal and state income tax returns for individuals
- Prepare federal and state business tax returns (partnerships, corporations, S corporations)
- Work with clients to prepare tax projections and complete regular tax planning
- Returns prepared using UltraTax CS and Thomson Reuters products
- An outsourced cloud based accounting solution for small business clients.
- Will work with many of the firm’s clients in an outsourced accountant running A/P, payroll and reporting for clients
- Will assist clients and prospects with Quickbooks Online as primary business reporting technology
- Develop a strong, productive, professional, trusted advisor relationship with assigned clients
- Partner with clients by understanding their business and industry and providing ongoing advice, insights and support
- Exhibits time management and organization skills
- Develops entrepreneurial approach to client service and good working relationships with client personnel
- Builds new and existing client relationships and demonstrates basic knowledge of client’s businesses
- Maintains contacts with peers, develops network of business contacts
- Develops means of communication to clients and persons responsible for maintaining relationship with clients
- Understands firm ethics and demonstrates them consistently
- Possession of a high school diploma or equivalent (GED)
- Two years of experience in accounting work or any equivalent combination of education, training and experience that demonstrates the ability to perform the duties of the position
- Experience working with QuickBooks a PLUS but NOT required
- Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
- Ability to multi-task and to work independently with minimal supervision
- Experience working in a paperless environment strongly preferred
- Strong interpersonal and relationship building skills
- Team player with a positive – ‘can do’ approach
- Competitive salary commensurate with experience
- 10 Paid Holidays
- Paid time off (after 90 days)
- Retirement plan with employer match
- Health, dental, and supplemental insurance
- In office with potential for working remotely after first 90 days
- Business casual attire
- Four-day work week (Fridays off)
Apply Confidentially If interested in applying for this position, please submit a letter of interest, resume and salary requirements. Be sure to reference the position in the subject section of the email. An Equal Opportunity Employer
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