What are the responsibilities and job description for the Tax Accountant position at Proactive Solutions HR?
Job Description
Job Description
We are seeking a highly skilled and detail-oriented Tax Accountant & Bookkeeper to join our team in Skokie, IL.
The ideal candidate will have at least three years of experience in tax preparation and compliance, along with hands-on expertise in full-cycle bookkeeping. This role requires an individual who can manage all aspects of bookkeeping, from opening to closing the books, while ensuring accurate financial records and providing valuable insights into tax planning and preparation.
Key Responsibilities
Tax Preparation & Compliance :
Prepare and file federal, state, and local tax returns for individuals, businesses, and other entities.
Ensure compliance with all tax regulations and deadlines.
- Conduct tax research to stay current on changes in tax laws and apply them to the organization or client’s benefit.
Identify potential tax-saving opportunities for clients.
Utilize tax software, including UltraTax, Drake, and Lacerte, for efficient and accurate tax preparation.
Full-Cycle Bookkeeping :
Perform full-cycle bookkeeping, including accounts payable, accounts receivable, payroll, and bank reconciliations.
Record daily financial transactions, such as income, expenses, and payments, and ensure all transactions are accurately documented.
Prepare monthly, quarterly, and annual financial statements.
Conduct monthly closing activities, such as account reconciliations, journal entries, and financial reviews.
Maintain organized and accurate financial records from the opening to the closing of books.
Financial Analysis & Reporting :
Analyze financial data and provide insights to support decision-making.
Prepare reports to aid in financial planning and budgeting.
Work closely with management to provide financial insights and assist in strategic planning.
Qualifications
Bachelor’s degree in Accounting, Finance, or a related field.
CPA or EA certification preferred but not required.
Minimum of 3 years of experience in tax accounting and full-cycle bookkeeping.
Proficiency in UltraTax, Drake, and Lacerte tax software, as well as accounting software (e.g., QuickBooks, Xero).
Strong understanding of Generally Accepted Accounting Principles (GAAP).
Excellent attention to detail and analytical skills.
Ability to work independently and manage multiple tasks in a deadline-driven environment. If you are a detail-oriented professional with experience in tax accounting and full-cycle bookkeeping, we would love to hear from you!
