Job Summary

Busy and growing CPA firm seeks experienced Tax Preparer.

RESPONSIBILITIES AND SPECIFIC DUTIES:
Prepare and review complex U.S. and multi-state income tax returns for business entities, including C-corporations, S-Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.

Prepare and review complex U.S. and state individual income, gift tax, and estate tax returns.

Review financial statements for Corporations, Not for Profit entities, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.

Prepare and review complex tax planning projections for individual and corporate estimated tax liability.

Conduct complex tax research and prepare memorandum outlining findings and conclusions.

Respond to IRS and state agency audits, inquiries, and tax notices. Communicate with IRS and clients in connection with audits, inquiries, and tax notices.

Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.

Assist with business development efforts, including but not limited to, meeting with prospective clients and evaluating clients' needs.

Engage in consulting and special projects as requested by clients.

Takes direction and reports to management.

KNOWLEDGE AND SKILL REQUIREMENTS:
Good people skills.
Good oral and written communication
Good time management and organizational skills
Able to follow established processes
Works well independently, and as part of a team
Proficient in Microsoft Office, Lacerte, Office Tools and Adobe software.
Proficient in QuickBooks or equivalent accounting software desired. At minimum, must have sound knowledge of basic functionality of QuickBooks or equivalent accounting software.

EDUCATION AND WORK EXPERIENCE:
CPA or EA certification required.

Minimum of five years of experience preparing all types of tax returns with a public CPA firm or private company.

Minimum of two years reviewing all types of tax returns and compiled financial statements with a public CPA firm or private company.

Please submit resume and salary requirements for consideration.

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Referral program
Vision insurance

Tax Experience: 5 years (Required)
Tax Return Review: 2 years (Preferred)

License/Certification:

CPA (Preferred)
Enrolled Agent (Preferred)