Tax Reviewer

2 months ago

Burlingame, United States Pelzner & Associates Full time
Job DescriptionJob Description

Tax Reviewer / Manager

We have immediate openings a Tax Reviewer / Tax Manager in our firm. Hours are flexible, hourly and compensation will be based on experience.

Title: Tax Manager / Reviewer

Tax preparation and planning for individual and all businesses including,

corporations, s-corporations, partnerships, trusts and estates. Also provide

general accounting work for specific needs.

Duties include:

• Assist Associates with process of draft client returns through completion

• Review Associates draft client tax returns for errors, accuracy, and completion prior to submission to Partner

• Discuss with Associates any required changes or modifications prior to submission to Partner

• Responsible for sign-off on Associates complete and accurate final packet for submission to Partner

• Prepare Federal and State Income tax returns for individuals, Limited Liability Companies, and S-Corporations

• Review/analyze prior years filings for accuracy

• Correspond with clients regarding tax information and documentation

• Meet with clients to obtain additional information on taxable income and deductible expenses and allowances

• Meet and discuss with client's income tax results and procedures for filing

• Advise clients on the full spectrum of tax services, including but not limited to, planning, research, and compliance

• File federal, state, and local tax documents, extensions and quarterly payments through the Lacerte software program

• Collaborate with other Associates to validate proper tax laws, procedures, forms and methodology used in preparation of returns

Tax Experience Required

• Bachelor’s degree in accounting, business, or finance

• Current CPA or EA license

• Minimum of 15+ years of tax experience

• Proficiency with Microsoft Office and QuickBooks as well as tax software (proficiency in Lacerte)

• Knowledge of K-1's and 1040's is a Must

• Experience preparing returns for individuals, limited liability companies, and S-Corporations.

• Robust interpersonal, communication and project management skills required

• Comprehensive computer skills

• Able to handle multiple tasks simultaneously

• Ability to research and investigate additional tax resources as needed for complex client returns

• Ability to foster collaboration and maximize Associate productivity

• Personable

• Excellent communication skills & client management skills

• Motivated, self starter

Benefits:

Compensation includes: Competitive Salary, bonus, excellent office location in Burlingame, free parking, health insurance, paid vacation, training programs, current technology, and significant interaction with clients with an established client base.

Please submit your resume and cover letter to the attention of Danielle Pelzner, HR Director, Pelzner & Associates

danielle@pelznerassociates.com

 

Company DescriptionDiverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.Company DescriptionDiverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.

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