Tax Professional with Moderate Tax Return Preparation Experience
5 days ago
Louis Plung & Company (LPC) is a growth-oriented firm focused on delivering results through collaboration between staff and clients. We provide our team members with challenging work and ample opportunities for growth and development.
We continuously adopt new software and digital platforms to stay ahead of technological changes and enhance efficiency.
About the RoleThe Tax Senior I will typically possess at least one year of relevant experience with demonstrated proficiency in tax return preparation as well as the ability to interact with clients professionally. They prepare tax returns of up to moderate complexity, assisting with portions of larger tax assignments. The Tax Senior I may work on multiple projects simultaneously.
In addition, they must ensure that the firm complies with tax laws on all prepared tax returns and maintain awareness of any new tax legislation. Occasionally, they may have direct contact with various clients.
Key Responsibilities- Prepare tax returns of up to moderate complexity, including individual, business, nonprofit, trust, and estate tax returns.
- Perform other tax-related tasks as requested, such as running depreciation reports, preparing tax projections, mapping general ledger trial balances for tax return purposes, etc.
- May perform accounting services to adjust client books.
- Demonstrated ability to work independently and complete assigned work in an accurate, organized, and prompt manner. Completes assigned work within the allocated time from the tax budget.
- Proficient in the use of tax-related software, including tax return software, research software, fixed asset management systems, and projection software. Assists lower-level staff with its utilization when necessary.
- Excellent verbal and written communication skills.
- Continues to develop awareness of federal and state tax laws and regulations and how they must be applied when preparing tax returns.
- Ensures that partners, tax directors, managers, and senior staff are kept informed of the status of work in progress as well as all important client developments.
- Communicates with tax in-charge on a timely basis when issues arise requiring additional expertise, experience, or guidance when preparing tax returns.
- Continues to develop skills with the use of tax research/planning software and performs tax research, tax planning, and projection assignments as requested by Tax Directors/Partners/Managers or as determined to meet client needs.
- Maintains high professional and ethical standards.
- Works with minimal supervision and identifies issues to discuss with tax in-charge prior to making decisions.
- Adherence to budget and client/firm deadlines.
- Performing other tax-related duties as requested.
- Passing the CPA exam or receiving other certification (approved by LPC).
- Demonstrating ability to interact with clients.
- Working with management on in-house training programs, including CPE and other presentations.
- Continuing participation in civic events to project the firm's image and attract new business.
- Learning new technology introduced into the work environment.
- Bachelor's degree in accounting (with several tax credits preferably) or master's degree in accounting/tax. In addition, qualified candidates will have met the 150-hour credit requirement.
- Either hold a current and valid certified public accountant's license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
- Proficient in the use of computers and familiar with tax preparation software (CCH) and tax research software.
- Ability to communicate clearly and concisely in English, verbal and written.
- Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually.
- If licensed, should be a member in good standing with the AICPA and applicable state society.
$60,000 - $80,000 per annum, based on qualifications and experience.
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