Senior Accountant

The ideal candidate will have the capability to prepare medium-to-high complexity returns for individuals and small businesses and review lower-complexity returns. They will be organized and approach each issue with an analytical mindset.

Requirements: 4-6 years public accounting experience in the area of taxation.

Responsibilities include but are not limited to:

• Preparation of medium to complex returns (small business and individuals – trusts is a plus).

• Preparation of ancillary returns (1099's, payroll, sales tax, annual filing fees, etc…).

• Advanced bookkeeping skills for small business clients.

• Tax Planning focusing on clients’ tax savings and ongoing tax opportunities

• Researching complex tax issues and developing resolutions.

• Data analytics and skillful problem-solving.

• Client communications and Coordination with their other advisors.

Position requirements:

• Bachelors of Accounting required.

• Masters in taxation is a plus.

• CPA or EA preferred.

• Ability to organize and prioritize work.

• Ability to work independently, but also work well with others.

• Ability to manage multiple workstreams simultaneously.

• Strong technology skills (the firm relies heavily on technology because the office is paperless –

Word, Excel, QuickBooks (online and desktop), Adobe pro, CFS payroll, BNA, AI technology)

• Prior experience with CCH Axcess Tax (or ProFx) is preferred.