Tax Consultant

Job Description

As a Tax Manager at Ketel Thorstenson LLP, you will play a critical role in providing expert tax consulting and compliance services to our clients. This is a challenging and rewarding opportunity for a highly skilled and experienced tax professional to join our team.

Key Responsibilities

• Provide primary and secondary review of complex tax returns, utilizing advanced knowledge and discretion to ensure accuracy and compliance.
• Prepare complex individual, partnership, corporate, and other tax returns, including related research and analysis.
• Develop and maintain specialized knowledge as a Firm expert on one or more tax subjects or industries, and market technical specialty or expertise to clients.
• Interact closely with assigned clients to provide innovative tax planning, consulting, and compliance expertise, and assist all Firm clients as needed.
• Participate in the Firm's billing and collections process, and respond to inquiries from the IRS and other tax authorities.
• Develop higher-level relationships with clients throughout the year, anticipating and addressing client concerns, and serving as a trusted advisor and main point of contact.
• Be a source of technical assistance and research, maintaining an up-to-date knowledge of laws and regulations, and communicating appropriate information to the department and Firm.
• Identify staff development opportunities, assisting in the planning and presenting of Firm-sponsored CPE, and researching and presenting public seminars on various technical topics.
• Develop, train, and coach staff, helping them with client and engagement management, and working with staff on their achievement of goals and objectives for performance and professional development.
• Work with partners to provide employee feedback for the performance review process, and attend professional development and training sessions on a regular basis.
• Participate in outside organizations to expand opportunities, and become a leader in an outside organization.
• Team with partners on proposals and business development calls or presentations, and cross-sell services.
• Commit to participating in Firm-sponsored events, and actively participate in recruitment and engagement activities, including planning and promoting Firm-sponsored events/activities.
• Adhere to the highest degree of professional standards and strict client confidentiality.

Work Environment and Physical Demands

• This job operates in a professional office environment, and the employee will sit for prolonged periods of time at a desk and work on a computer.
• The employee may lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Schedule and Benefits

• This is a full-time position working a minimum of 2272 hours per year, with 712 of those during January through April Busy Season.
• Ketel Thorstenson LLP offers a competitive salary, PTO, 8 paid holidays, medical, dental, and vision insurance, flexible spending account plans, a 401k retirement plan, life insurance, employee referral program, certification incentives, and tax season incentives.

Requirements

• CPA (Certified Public Accountant) or EA (Enrolled Agent) certification.
• A strong work ethic, with a willingness to put forth the effort needed to meet compliance and Firm deadlines, as well as meet client expectations.
• A Bachelor's degree in Accounting or a similar field, such as Finance or Business.
• Minimum of five years of tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.
• Proficiency in Microsoft Office Suite and working knowledge of accounting and tax preparation software, and other applications relevant to job requirements.
• Ability to work independently and as part of a team.
• A valid driver's license.

Core Competencies

• Professionalism.
• Integrity/Ethical Conduct.
• Critical Thinking.
• Problem-Solving.
• Organization.
• Prioritization.
• Multi-tasking.
• Team Oriented with the ability to work independently.

Additional Requirements

• Must be able to operate a motor vehicle and meet insurance requirements following a motor vehicle record check.

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