Pursue Purpose

Tax Department Member

You would be indirectly reporting to the Tax Advisors or Tax Analyst and would be responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization.

• Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065).
• Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.).
• Research as needed to respond to client questions and prepare tax returns accurately.
• Compare tax returns to tax projections prepared by in-house Financial Planners.

• Participate in planning of workflow to ensure completion of assigned returns.
• Prepare partnership, corporate, individual and personal property tax returns.
• Client contact as needed to facilitate completion of tax issues.
• Internal contact as needed between various departments to facilitate completion of tax issues.
• Documentation of records and work papers to firm's electronic file cabinet to ensure accurate, organized record keeping.
• Assist fellow department members in order for the department to complete annual tax season goal.
• Daily use of multiple software programs for organization of work papers, tax returns and workflow management.
• Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment.
• Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients.

• Bachelor's degree or higher in Accounting, Tax or related field.
• CPA eligible or EA eligible required.
• 3+ year experience in public accounting or its equivalent.
• Thorough knowledge of tax laws.
• Strong communication, interpersonal and organizational skills.
• Ability to use Microsoft Office Suite, including Excel.
• Proficient in Adobe Acrobat.
• Pro System fx Tax (Axcess Tax), Engagement & BNA Income Tax Planner.

• Master's degree in Accounting or related field.
• Big four or large public accounting firm experience.