What are the responsibilities and job description for the SENIOR TAX ACCOUNTANT position at Kerkering Barberio & Co?
Position Overview :
Senior accountants perform most work assigned with minimum direction. They help staff and in-charge personnel as they may request when client issues arise. Seniors often lead lower-level personnel and instruct them on work to be performed, review work done, and direct necessary revisions. Seniors are required to make decisions on routine accounting and tax matters and are a resource for solutions on more complicated matters. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff and In-Charge level personnel as assigned, and the ability to meet time and budget constraints, as well as client deadlines.
Essential Functions :
- Performs a broad range of accounting and tax assignments, and assumes responsibility of engagements, so that direct participation of Supervisors, Managers and Shareholders is kept to a minimum.
- Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
- Meets time and budget constraints and client deadlines.
- Participates in planning and scheduling client accounting and tax engagements.
- Directs, instructs, and trains Staff and In-Charge accountants, where applicable.
- Prepares personal tax returns, including those that are more complex.
- Prepares business tax returns, including those that are more complex.
- Follows review notes, makes corrections as requested, and minimizes future incidents of corrections.
- May review and correct tax returns and financial statements as prepared by fellow staff members.
- Follows up on post-April 15th work required such as NOL carrybacks, amended returns, etc.
- Joins in the development of tax planning ideas with Supervisor, Manager or Shareholder in charge of engagement.
- Prepares routine correspondence, as requested, to clients and regulatory agencies for approval and signature of Manager or Shareholder.
- Communicates with client and team members, as requested, in an efficient and professional manner.
- Drafts accountant reports and financial statements, including notes and disclosures when appropriate, in accordance with professional standards.
- Conducts research as needed.
Other Functions :
Required Experience and Skills :
Required Education : Bachelor's in accounting or related field
Required Experience : 3 years progressive experience in public accounting
License / Certification : CPA preferred
Working Requirements :
Flexible work from home options available.
Compensation : $66,500.00 - $94,700.00 per year
Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner : Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.
Kerkering Barberio has three offices : downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's Best Small Cities to Live. As a Firm, we work in a progressive business atmosphere that embraces work / life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.
For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
Salary : $66,500 - $94,700