What are the responsibilities and job description for the Sr. Tax Accountant position at Padgett Business Services of NW Ohio?
COMPANY PROFILE
Padgett is a franchise focused on full-service tax, payroll, and accounting needs for small businesses that has served the greater Toledo area for over 30 years. We specialize in helping small businesses make more money while reducing their tax liabilities. We are looking for a motivated, hardworking, and dedicated Sr Tax Accountant who enjoys having fun in the workplace to join our team. We are a family-oriented business that understands family/work life balance issues and works to service our clients the way we want to be serviced. We work together as a team and strive for amazing results. The successful candidate should be comfortable in that environment and be able to excel within it.
JOB SUMMARY
The Sr Tax Accountant oversees a wide variety of duties, including but not limited to, preparation of corporate, partnership, and individual tax returns, preparation of financial statements, and working on various tax planning, tax resolution, and advising engagements. The successful candidate will be one of the key components of managing the firm-client relationship for those assigned.
GENERAL ACCOUNTABILITIES
- Prepare/Review Corporate, Partnership, and Individual tax returns.
- Prepare/Review estimated taxes to ensure "No Surprises" arise.
- Review and advise clients regarding effects of business activities on taxes, and on strategies for minimizing tax liability.
- Ensure client complies with all taxing authority requirements and represents client before taxing authorities as needed.
- Organize and maintain tax records and conduct tax studies and special projects. Respond to notices on behalf of clients and facilitate audits of clients' records as they arise.
- Analyze/Prepare financial statements based on the work provided in order to ensure the records are prepared in accordance with tax law requirements.
- Perform other related duties as assigned or requested.
COMPETENCIES
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
- Problem Solving - Identifies and resolves problems efficiently; Gathers and analyzes information; Develops solutions; Works well in group problem solving situations; Uses reason. Also, must be able to work independently with little supervision and must be results oriented. Basic training about our business, processes, and expectations will be provided up front; additional training and coaching will exist throughout, but the candidate will be required to demonstrate independent success early on the job.
- Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions; Participates in meetings.
- Written Communication - Writes clearly and concisely; Varies writing style to meet specific needs; Presents numerical data effectively; Able to read and interpret written information.
- Project Management - Develops project plans; Completes projects on time and budget. At times we work with short deadlines that need to be met and this at times creates stress and tension that needs to be managed.
- Cost Consciousness - Works within an approved budget; Develops and implements cost saving measures; Contributes to profits and returns.
- Computer Proficiency - Must be knowledgeable with Intuit (QuickBooks) and Xero products as well as have a working knowledge of PC applications like Excel, Word, and Outlook. An understanding of the Creative Solutions Suite (Accounting CS, Ultra Tax CS, Fixed Assets CS, File Cabinet CS, Practice CS, Planner CS, etc.) is a plus. Open to learning new technology and help onboard new technology as it develops.
JOB QUALIFICATIONS
- Minimum Education: Bachelor's degree.
- Minimum Experience: 4 Years.
- Preferred Experience: 5 Years of Small Business Tax Consulting/Preparation with State of Ohio SALT experience.
- Must have CPA or EA designation with experience signing returns.
- Must have thorough understanding of Accounting and Tax principles and have experience engaging clients in tax planning strategies to reduce tax liabilities.
SALARY/BENEFITS
- Fair salary based on experience and bonus potential based on performance.
- Health Insurance
- Dental Insurance
- Vision Insurance
- Retirement Plan
- Paid Vacation, Personal, and Holidays
- Short Term/Long Term Disability Insurance
- AD&D Insurance
- Life Insurance
- And more...