What are the responsibilities and job description for the Tax Professional position at California Accounting?
TAX ACCOUNTANT
Type: Full-time
Experience: Entry to mid-level
Functions: Tax Preparation
Location: Lakeport, CA
Compensation: Salary or Hourly
FLSA Status: Exempt
COMPANY DESCRIPTION
California Accounting & Tax, Inc. (CaAccounting) is opening up a new office in Lakeport, CA (Clear Lake) to service the local community. We pride ourselves on hiring locally staff to provide outsourced accounting, payroll and tax services to small to medium sized businesses, non-profits, and individuals. Our team of accounting and tax professionals work together on multiple clients in various industries. CaAccounting is an affiliate of The Hawaii Group, Hawaii’s leading business process outsourcing firm, which also owns Hawaii Accounting (HiAccounting). We strongly believe in working personally and directly with our clients, connecting through our core principles of integrity, transparency, and dedicated client service.
California Accounting has locations in Citrus Heights, Folsom, Lafayette and Lakeport.
TAX ACCOUNTANT
POSITION SUMMARY
CaAccounting is seeking a Tax Accountant to join its tax division. The Tax Accountant is primarily responsible for the preparation of business and individual tax returns and reconciliations to support the tax return preparation. The Tax Accountant should be self-driven, passionate and client service focused.
ESSENTIAL FUNCTIONS
- Prepare various Federal and State tax returns including but not limited to individual, trust, estate, nonprofit, partnership, and corporate tax returns. Prepares work papers to support tax return preparation.
- Assist when needed with other tax services including planning, research and compliance.
- Communicate with client personnel to request information necessary for the preparation of tax returns, to update clients on the status of their project and for general customer service reasons.
- Assist with administrative and bookkeeping duties including but not limited to:
- o Mail tax returns as needed
- o Update databases
- o Enter transactions for clients and review financials
- Commits to continuing education of new and changing tax laws and policies and demonstrates the skills to ask questions and research when answers are not known.
- Assist with bookkeeping, accounting and payroll as needed.
- Ability to organize and prioritize work and frequently communicate status with senior/director.
- Understands general business including business law, formation and entity types.
- Practices integrity and professional judgment, including asking questions when needed.
- Self-driven and takes initiative to research questions.
- Embraces technology and quickly adapts to technological changes.
- Understands assigned client’s business and industry and works closely with management to have a full understanding of client’s service needs.
- Develops relationships with client and takes part in client events.
- Delivers best-in-class client service with an emphasis on being proactive, responsive, professional, and accurate.
- Deadline driven and completes tasks in a timely manner.
- Protects organization’s values by keeping information confidential.
- Tracks and records time accurately.
- Actively contributes to the overall positive culture of the company.
- Embraces team-based approach to client service.
- Encourages collaboration, open communication and problem solving in a team.
- Participates and engages in training. Seeks continuing education opportunities.
- Participates in company efforts to building a strong community presence with charitable activities.
- Seeks mentoring and coaching opportunities.
- Ensures work is performed in compliance with the company’s established policies and procedures.
- Performs other duties as assigned.
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. California Accounting/Lakeport shall make reasonable accommodations to enable qualified individuals with disabilities to perform the essential functions.
SKILLS & ABILITIES
The ideal Tax Accountant is familiar with tax, accounting, payroll and financial operations in a fast-paced, for-profit environment. This person is required to meet most or all of the following requirements:
Education: Bachelor’s degree in accounting or business administration, or equivalent business experience.
Experience: Knowledge of tax, accounting, bookkeeping, payroll and generally accepted accounting principles, or any combination of education and experience which would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.
Licenses: Have obtained or have the desire to obtain a CPA or EA license.
Computer Skills: Proficient knowledge of Adobe Acrobat and MS Office, including Word, Excel, PowerPoint and Outlook. Prior knowledge of QuickBooks, Sage Intacct or other accounting and payroll programs would be helpful.
Other Requirements: Perform other duties as required. Availability to work additional hours or weekends, as projects demand.
Location: California Accounting/Lakeport prides itself on being locally staffed. This position requires that the applicant live in within one (1) hour of Lakeport.
WORKING AT CALIFORNIA ACCOUNTING/LAKEPORT
California Accounting/Lakeport encourages an active lifestyle by supporting our employees’ interests, efforts, and activities. California Accounting/Lakeport offers the traditional benefit packages, such as full medical, dental, vision, drug, disability, life insurance, 401(k), and profit sharing, as well as a generous PTO and holiday leave program, California Accounting/Lakeport also proudly offers its employees even more generous support at work, at home, and in the community. Offering paid time off for employees to volunteer as well as investing in learning and development opportunities company wide, California Accounting/Lakeport enthusiastically encourages their team members’ desires to be good citizens on and off the job.
We encourage career development by providing a buddy and mentoring system, regular performance evaluations and reimbursements for continuing education for the CPA or other professional certifications. We are family oriented and provide a flexible work schedule.
- Gym/fitness reimbursements.
- Cell phone reimbursement (for employees that use their phone for work).
- Bus pass subsidy.
- Regular in-office massage therapy.
- Flexible work schedule with the ability to work remotely when needed.
- Support of CPA, EA and continuing education.
- Paid Time Off (PTO)
- 11 paid holidays (includes your birthday off).
- Paid time off for volunteering.
- Employee snacks and drinks.
- Career advancement.
- 401(k), 4% matching and profit sharing (after eligibility requirements are met).
- Health benefits (after eligibility requirements are met).
- Life Insurance.
COMPENSATION
We provide a competitive compensation program to attract, retain and motivate a high-performance workforce, and it is flexible enough to meet the different needs of our diverse employee population.