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Senior Tax Specialist
2 months ago
About Duncan Financial Group
Located in Irwin, Pennsylvania, Duncan Financial Group is dedicated to assisting clients in achieving and safeguarding their financial aspirations. Our mission is to establish ourselves as the leading independent insurance and financial services firm, setting benchmarks for enhancing the lives of our clients, employees, and community partners. We recognize that our employees are our most valuable asset, and we provide unparalleled insurance and financial guidance within the industry. With over 45 years of family ownership, our diverse team understands the unique needs of each client, delivering exceptional service across insurance, wealth management, and accounting sectors. As we continue to grow through both organic means and acquisitions, we are actively looking for talented individuals to join our expanding team.
Tax Accountant Role
Position Summary
Duncan Financial Group is on the lookout for a Tax Accountant to spearhead the Tax & Accounting division, serving a portfolio of clients, many of whom have established relationships with our firm.
Key Responsibilities:
- Assist in formulating and executing the growth strategy for the Tax & Accounting division.
- Work closely with leadership to allocate resources effectively to enhance client satisfaction, operational efficiency, and growth.
- Prepare annual tax returns for individuals, corporations, and partnerships.
- Review client-submitted data and implement necessary adjustments for accurate financial statement and tax return preparation.
- Generate year-end documentation and financial statements for business clients.
- Conduct tax research on various issues as they arise.
- Address correspondence from the IRS and various state and local tax authorities.
- Maintain open lines of communication with clients to ensure expectations and deadlines are consistently met.
- Prepare quarterly payroll tax returns and year-end W-2s and 1099s.
- Manage client information, checks, payroll, and deposits in QuickBooks while reconciling accounts.
Qualifications:
- Bachelor's Degree in Accounting or Finance.
- CPA or IRS Enrolled Agent (EA) certification.
- A minimum of 3 years of professional accounting experience.
- Comprehensive understanding of accounting principles and tax regulations.
- Excellent written and verbal communication skills.
- Strong decision-making abilities, with a capacity to work independently and meet deadlines.
- Familiarity with LaCerte Tax Software and QuickBooks.
- Experience with TaxDome is advantageous.
Work Schedule: Monday to Friday, 8:30 AM to 5:00 PM (Hybrid Work Arrangement)
Benefits:
- Flexible work arrangement.
- Competitive salary package.
- Multiple United Healthcare Medical plans available.
- Complimentary United Healthcare Dental plan for employees.
- United Healthcare Vision plan.
- Company-funded Life Insurance with additional options for employees and their families.
- Short-Term Disability coverage.
- Company-sponsored Long-Term Disability coverage.
- 401(k) plan with company matching (Safe Harbor).
- Supplemental insurance options including Critical Illness and Accident coverage.
- Paid Time Off with employer matching.
- Paid holidays.
- Financial support for continuing education and professional development.
- Bonus incentives for obtaining suggested certifications.
- Opportunities for social engagement and community service.
