Experienced Tax Senior

JOB DESCRIPTION

Job Title: Tax-Senior Staff Accountant
FLSA Status: Exempt and Non-Exempt
Location: Any/Hybrid
Department: Tax
Reports to: Partner/Manager/Supervisor Group

SUMMARY OF RESPONSIBILITIES

The Tax Senior Staff Accountant role will be responsible for the review of various types of intermediate tax returns as well as tax planning.  They will take part in the training, mentoring and general supervision of staff and facilitate individual and in-house training.  Seniors will also be expected to assist with billing and build working relationships with current and prospective clients.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential core competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

The incumbent must be able to work a flexible schedule which includes 55+ hours a week during tax season.

Seniors must possess Bachelor of Accountancy as well as a CPA or EA license.  This may be substituted with equivalent years of experience and continued education in some cases.

DUTIES AND RESPONSIBILITES:

• Prepare HRIS and Axcess timesheets and Excel To Do lists.
• Achieve monthly and annual charge hour goals.
• Review of Form 1099’s, Sales tax returns, Business Property Statements and Business Licenses.
• Review of intermediate C-Corporation, Partnership, S-Corporation, Personal, Non-Profit and Trust tax returns.
• Review of Corporate and Personal tax planning.
• Manage and maintain control lists and deadlines to ensure timely filing and reporting.
• Assist in planning and supervising compilation, review engagements with the ability to prepare and review workpapers as well as preparation of financial statements.
• Participate in mentoring program.
• Facilitate in-house training and meetings as well as provide one on one feedback to staff.
• Participate in firm recruiting events as well as firm outreach events and intern program.
• Support software testing and rollout efforts. Create templates, macros and tools to improve efficiency.
• Communicate and meet with clients regarding current services.  Assist with new client proposals and first meeting engagements.

KNOWLEDGE AND SKILLS REQUIREMENTS:

• Ability to understand schedules of tax forms, entity type setup, formation and dissolution, retirement plan options, foreign entity reporting, section 1031 exchanges, basic foreign/multistate returns, POL, PAC and LM2 tax returns and specialized tax credits.
• Participate in intermediate/advanced continued education as well as assist in developing in-house training courses.
• Ability to conduct intermediate individualized research.
• Familiar with Accounting related software, to include CFS, AME, CSA, QuickBooks, Adobe Acrobat, Prosystems Engagement, Checkpoint Tools and Axcess Tax.
• Working knowledge of Microsoft Office Suite.
• Strong written and verbal communication skills.

 
Compensation dependent on experience $85-$110k.

To apply to this position, please fill out the contact form below or send your resume to recruiting@dk.cpa.