What are the responsibilities and job description for the Tax Senior (CO, OR, HI, WA) position at Everest Search Partners?
Tax Senior (CO, OR, HI, WA)
Job Summary
We are seeking a skilled accounting professional with 3-5 years of public accounting experience to handle diverse accounting, auditing, and tax responsibilities. This role involves preparing complex tax returns, supervising staff, conducting audits, and ensuring financial accuracy under the guidance of senior management. The ideal candidate will also assist in client tax planning, draft correspondence, and manage working papers. Occasional overtime is required, particularly during the tax season. A CPA license or progress toward obtaining it is required.
Responsibilities
- Performs diversified accounting, auditing, and tax assignments under the direction of supervisor, manager or partner.
- Directs and instructs assistants, where applicable, in work to be performed and working paper review.
- Determines the extent of test-checking required in an audit and selects the transactions to be tested.
- Prepares and indexes working papers; performs various procedures established under generally accepted accounting principles to verify accuracy and validity of client’s financial matters.
- Prepares complicated tax returns and returns on dissolution or liquidation.
- Suggests client tax planning ideas to supervisor, manager, or Partner.
- Prepares routine correspondence to client for approval and signature of a Partner; writes comments for management letters.
- Supervises staff accountants and assistants with assignments, instructs them in work to be performed, reviews work done and directs necessary revisions.
- Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
Qualifications
- At least three to five (3 to 5) years’ experience in public accounting, demonstrating a progression in complexity of auditing and accounting tasks and tax knowledge, including QuickBooks.
- Bachelor’s degree in accounting, or master’s degree in accounting.
- Minimum of forty (40) hours of continuing professional education is required each year.
- Either hold a current and valid CPA’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
- If licensed, should be a member in good standing with the AICPA.
