What are the responsibilities and job description for the Cooper CPA Group - Tax Preparer- Houston position at Optimal Staffing?
Job Description
Job Description
The candidate will be responsible for the preparation of federal and state tax returns for individuals and businesses.Assist clients with estimated tax projections and planning, comprehensive bookkeeping functions, and tax research as needed. Applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, recognizing, and communicating potential risks with staff and clients, and utilizing tax software applications to prepare and process filings.
Qualifications :
Candidates must possess strong interpersonal skills and excellent written and verbal communication skills.
Three to Seven years of experience in preparation of Federal and State Individual, Partnership, and Corporate tax returns. Trust and Non-Profit tax return experience is not a must but is preferred.
Thorough understanding of Generally Accepted Accounting Principles (GAAP).
Knowledge of Statutory Accounting Principles.
Strong attention to detail and accuracy is required.
Self-starter with the ability to multitask and complete assignments within time constraints and deadlines.Demonstrated ability in planning and organizing.Must thrive in a fast-paced and dynamic environment while managing shifting priorities.
A combination of college-level education and experience is acceptable, either in public accounting or corporate accounting with financial statements, month-end close, analysis, and strong Excel utilization.
Duties :
Preparing intermediate and complex tax returns
Implementing tax planning strategies
Communicating with clients regularly during the preparation of compilations and business analysis
Assisting in confirming the financial status of business clients by monitoring their accounting activity; coordinating the collection, consolidation, and evaluation of financial data; and preparing special reports.
Assisting with special projects and accounting analysis on a client-by-client basis.
Reviewing and preparing journal entries for month-end close and performing account reconciliations.
Working as a liaison between clients and third parties as needed.
Software :
Experience needed with UltraTax CS, Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), Intuit QuickBooks, and Adobe Acrobat. CCH (ProSystem fx,), Practice Management, and Engagement knowledge a plus.
