Associate / Accountant - Tax

Title: Staff Accountant or Accountant                                                                                                 FLSA Status: Exempt
Reports To: Senior Accountant/Manager

I.  Purpose of Position

•     Prepare various tax returns for individuals, corporations, partnerships, and trusts & estates

II.  Duties & Responsibilities  

• Become familiar with the Firm’s policies and procedures
• Understand the rules, regulations and code of professional conduct of the AICPA.                                                     
• Have obtained CPA designation or actively pursuing completion of the CPA exam.      
• Become familiar with pertinent IRC sections and regulations.                                                                                            
• Obtain a working knowledge of research techniques and the various research sources in the firm library.   
• Become proficient in the preparation of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm.                             

III.  Knowledge & Experience

• Individuals at this level normally have a college degree with a major in accounting or other related business field. 
• 2-4 years of public accounting experience in the area of taxation is preferred.

IV.  Skills, Abilities, Qualifications or Expectations

• Ability to prioritize and complete multiple projects, independently or with other staff.
• Excellent verbal and written communications skills.
• Accurately work with mathematical concepts.
• Capable of objective feedback, coaching, and problem solving. 
• Strong time management skills in order to meet deadlines.
• Ability to maintain confidentiality of Firm and client information.

V.  Environmental Conditions

• Normal office environment.
• Some work from home may be available

VI.  Equipment & Tools

• Daily use of computer, telephone, copier, scanner, and printer.
• Use of multiple tax specific software packages as well as Microsoft products

**This position may be required to work weekends depending on workflow and busy seasons.

 An Equal Opportunity Employer--M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.