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Tax Professional

2 months ago


Milwaukee, Wisconsin, United States Jobot Full time
About the Role

We are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for preparing federal and state individual income tax returns of varying complexity, as well as federal and state corporate tax returns for C corporations, S corporations, partnerships, non-profits, and trusts.

Responsibilities
  • Prepare tax returns with accuracy and attention to detail
  • Obtain necessary information from clients for returns
  • Follow up with clients if additional information is needed
  • Provide feedback to tax manager and tax director to help improve processes
  • Work with junior staff to train and assist, and some review at times
  • Be available for other projects, such as tax research, and investigating IRS or other notices received by clients
Requirements
  • 3-5 years experience preparing individual, corporate, non-profit and trust tax returns
  • Excellent written and verbal communication skills
  • Organized and able to multi-task
  • Ability to work at a fast pace and work on multiple jobs concurrently
  • Positive attitude, willing to take initiative, be proactive and dependable
  • Experience with ProSystem fx Tax software is a plus but not required
  • Experience with Quickbooks or other accounting software a plus but not required
  • Skilled in Microsoft office and adobe acrobat
What We Offer
  • Competitive Salary
  • Retirement plan with match
  • PTO
  • Health and Dental insurance
  • Firm provided CPE

We are a professional yet laid-back company that values work-life balance. If you are looking for opportunities for professional growth and advancement, and a chance to collaborate with a diverse client base, we encourage you to apply.