What are the responsibilities and job description for the Senior Tax Accountant position at DeLeon and Stang CPAs and Advisors?
Job Description
Salary: $70,000 - $90,000
DeLeon & Stang is a professional services firm focused on helping clients succeed in every meaningful wayfrom complying with relevant tax laws to optimizing their core business processes. For 40 years, the team at D&S has created a company culture that is centered on professional expertise, but while providing a fun & flexible workplace that offers our team room for endless growth and development opportunities.
We are seeking a Tax Accountant with 3 plus years experience to join our team. The individual will be responsible for assisting the Tax team manage multiple tax engagements, delivering quality client and prepare accurate & timely individual and corporate tax services. This position, has significant growth potential, requires strong technical ability combined with good interpersonal communication skills to deliver quality service for our clients. Experience with UltraTax and SurePrep a plus. Experience assisting businesses with tax and consulting matters or government Contracting experience is a plus.
The position would be based in- office at our Leesburg or Frederick office locations, or could be a hybrid split with a few days required in office.
Responsibilities:
Prepare and Review a variety of Individual 1040 tax returns and Business tax returns (S Corp, C Corp, Partnership, or Sole Proprietorship) in compliance with laws and regulations. experience in estate/trust returns a plus.
Build client relationships to provide excellent planning, consulting and expertise. And manage client expectations
Take ownership of multiple engagements and understands the significance of operational effectiveness and firm profitability.
Bill clients and Prepare invoices. Assist with collections for the responsible client list.
Assist the tax team with communications to clients regarding tax matters and consulting
Apply accounting principles to analyze financial information and prepare accurate work papers for tax engagements
Assist with tax and financial planning for individuals or businesses
Manages own and staff workflow, delegates work to staff and carries out supervisory responsibilities in accordance with the firm's policies
Other Functions:
Possess time management and organization skills
Demonstrate industry expertise and technical knowledge
Supervise/mentor staff and Assist with recruitment and training of other tax department personnel
Develop an entrepreneurial approach to client service and develop good working relationships with client personnel
Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals
Attend professional development and training sessions to keep upto-date with regulatory and industry changes and to meet your individual CPE plan
Perform other duties as assigned
Job Qualification:
Bachelor's degree in accounting or another related program
CPA certification or EA preferred or in process of acquiring.
At least 3 years of recent relevant public accounting, tax, and review experience (experience with trusts is a plus)
At least 1 years of management experience and the ability to lead and develop professional staff
Proficiency in the use of computers and tax software programs (Thomson Reuters software, Ultratax, QuickBooks, etc. preferred)
Ability to manage multiple client engagements and prioritize work
Salary: $70,000 - $90,000
DeLeon & Stang is a professional services firm focused on helping clients succeed in every meaningful wayfrom complying with relevant tax laws to optimizing their core business processes. For 40 years, the team at D&S has created a company culture that is centered on professional expertise, but while providing a fun & flexible workplace that offers our team room for endless growth and development opportunities.
We are seeking a Tax Accountant with 3 plus years experience to join our team. The individual will be responsible for assisting the Tax team manage multiple tax engagements, delivering quality client and prepare accurate & timely individual and corporate tax services. This position, has significant growth potential, requires strong technical ability combined with good interpersonal communication skills to deliver quality service for our clients. Experience with UltraTax and SurePrep a plus. Experience assisting businesses with tax and consulting matters or government Contracting experience is a plus.
The position would be based in- office at our Leesburg or Frederick office locations, or could be a hybrid split with a few days required in office.
Responsibilities:
Prepare and Review a variety of Individual 1040 tax returns and Business tax returns (S Corp, C Corp, Partnership, or Sole Proprietorship) in compliance with laws and regulations. experience in estate/trust returns a plus.
Build client relationships to provide excellent planning, consulting and expertise. And manage client expectations
Take ownership of multiple engagements and understands the significance of operational effectiveness and firm profitability.
Bill clients and Prepare invoices. Assist with collections for the responsible client list.
Assist the tax team with communications to clients regarding tax matters and consulting
Apply accounting principles to analyze financial information and prepare accurate work papers for tax engagements
Assist with tax and financial planning for individuals or businesses
Manages own and staff workflow, delegates work to staff and carries out supervisory responsibilities in accordance with the firm's policies
Other Functions:
Possess time management and organization skills
Demonstrate industry expertise and technical knowledge
Supervise/mentor staff and Assist with recruitment and training of other tax department personnel
Develop an entrepreneurial approach to client service and develop good working relationships with client personnel
Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals
Attend professional development and training sessions to keep upto-date with regulatory and industry changes and to meet your individual CPE plan
Perform other duties as assigned
Job Qualification:
Bachelor's degree in accounting or another related program
CPA certification or EA preferred or in process of acquiring.
At least 3 years of recent relevant public accounting, tax, and review experience (experience with trusts is a plus)
At least 1 years of management experience and the ability to lead and develop professional staff
Proficiency in the use of computers and tax software programs (Thomson Reuters software, Ultratax, QuickBooks, etc. preferred)
Ability to manage multiple client engagements and prioritize work
Salary : $70,000 - $90,000
