Job Description

• Prepares individual, partnership, corporate, Non-Profits, and Estate & Trust tax returns.
• Stay current with revisions in tax laws and regulations and ensure the firm and clients are well-informed about pertinent updates
• Communicate with clients providing tax planning and tax savings strategies.
• Gathers and assesses client data, making any necessary adjustments through journal entries, and produces financial statements to accompany the respective business tax filings.
• Foster enduring and robust connections with clients, serving as their main point of contact.
• Respond to client questions, issues, and demands in a timely and courteous manner.

Required Qualifications and Skills

• A minimum of 3 years’ experience in preparing tax returns for businesses and individuals
• Enrolled Agent (EA), Licensed Tax Consultant (LTC), Certified Public Accountant (CPA)
• Experience with QuickBooks and Ultrax CS a plus
• Accounting/bookkeeping experience not required but a plus
• Ability to take ownership of tasks and work with minimal supervision

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