Prepare and review individual, fiduciary, and business income tax returns with increasing complexity, Develop and review tax planning strategies and projections for clients, Collaborate effectively with team members on tax preparation and planning engagements, Prepare and review financial statements, including compilations and reviews, Utilize online accounting solutions to connect with clients, provide insightful advice, and implement necessary adjustments, Efficiently prioritize and maintain exceptional organization of a high-volume workload, Exercise sound discretion and judgment when handling sensitive and confidential client information, Assist in communicating important law changes and proactive ideas to clients to enhance their compliance, Identify relevant software applications to address client needs and demonstrate a strong aptitude for learning new technologies, Conduct client meetings to deliver tax preparation services and provide valuable consulting, Undertake other duties as assigned to support the firm's operations and client service.
1-4 years
1+ year of experience working with QuickBooks.1 year of experience working within the Microsoft Office 365 environment.Bachelor's degree in Accounting or Finance.
Active CPA or Enrolled Agent (EA) license, or actively in the process of testing.Fundamental understanding of the Microsoft Office 365 environment, including proficiency in Teams, Outlook, Word, and Excel.Basic comprehension of and the ability/willingness to learn and work within multiple software platforms, applications, and integrated systems.Basic understanding of payroll processes and reporting requirements.Comfortable and proficient working in a paperless office environment.Excellent verbal and written communication skills with meticulous attention to detail in spelling and grammar.Demonstrated ability to provide exceptional internal and external customer service.Professional appearance and telephone manner.Highly organized, capable of meeting deadlines, adept at prioritizing and managing multiple tasks simultaneously, meticulous in self-review, detail-oriented, and thorough.Effective and efficient time management skills.Strong interpersonal skills with a proactive approach, flexibility, and a collaborative team spirit.
Bachelors
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