Accountant Tax Preparation & Consulting

Summary:

Responsible for assisting individuals and companies prepare and file their tax returns appropriately while following legal guidelines.

• Prepare, complete and file tax returns for individuals and companies.
• Prepare tax forms and documents.
• Monitor and respond to tax authority communications.
• Offer advice and suggestions on reducing costs and improving profits.
• Assist clients with tax audits and other needs.
• Identify any taxes owed or to be received.
• Eliminate, minimize, or defer tax payments using proper regulations.
• Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Analyses previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Analyses all supplied financial information for accuracy.
• Uses the appropriate accounting software or system to prepare tax returns.
• Calculates taxes owed or refunds due to client, consults tax law publications for guidance on unusual situations.
• Submits tax returns to senior staff for review.
• Presents approved returns to clients.
• Files tax returns for clients.
• Maintains understanding and knowledge of changes in tax law and regulations by reading professional literature or attending tax seminars and training courses.
• Performs other duties as assigned.

• Excellent interpersonal, oral, and written communication skills.
• Detail oriented & ability to multi-task.
• Strong accounting, analytical and organizational skills.
• Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software.

• Bachelor’s degree in Accounting or related field, required.
• 1 years’ experience in public accounting tax experience, preferred.
• Experience preparing individual tax return, preferred.

• This job is conducted in an office work environment, sitting most of the time, working on a computer.
• Must be able to exert up to 20 lbs. of force occasionally.
• Some travel may be required.

• Typically, Monday through Friday, 8am-5pm.
• Additional hours are required during peak season.

The statements on this document are not intended to be an all-inclusive list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job.

Rather, they are intended only to describe the general nature of the job.

The Firm hereby expresses the right to modify any or all job descriptions as it becomes necessary or appropriate.