Tax In-Charge

Overview

Describe tax services and preparation of tax returns with guidance from management.

• Prepares individual, partnership, and corporate income tax returns in various industries under the direction of the Manager, Senior Manager, Director or Partner by providing timely, high quality service.
• Organizes work papers, maintains open items list and conducts self-review of work before submission to reviewer.
• Gains understanding of client’s business, objectives, and industry, and prepares practical and creative solutions to the client’s tax situation with guidance from Manager, Senior Manager, Director or Partner.
• Provides technical assistance, tax planning, and research on income tax issues.
• Develops or offers a proposed solution when communicating an issue.
• Keeps clients informed of the tax developments that affect their business.
• Develops an understanding of the service capabilities and offerings of the Firm, recognizing opportunities to provide additional services to new or existing clients.
• Maintains knowledge, stays abreast of any changes, and ensures compliance with internal and external accounting and tax requirements and policies.
• Actively prepares for and takes the CPA exam until successful completion of the exam.
• Maintains the required CPE for Firm and licensing standards.

• Strong communication skills, both orally and in writing.
• Ability to interact and maintain professional relationships with staff as well as clients.
• Ability to organize facts, analyze and interpret information/research according to client circumstances.
• Ability to handle multiple projects simultaneously while maintaining consistency, accuracy and providing superior service.
• Works autonomously under the pressure of tight deadlines and multiple priorities.
• Must be well organized, detail oriented and thorough.
• Exhibits strong analytical ability and diligently performs assigned tasks with the highest degree of professionalism and integrity.
• Must exhibit a high degree of professionalism including the ability to maintain the highest levels of confidentiality.
• Ability to work both independently and as part of a team with professionals at all levels.
• Participates in Firm, professional and civic activities that contribute to the community and overall marketing effort of Heard, McElroy, & Vestal.

May supervise lower-level Tax staff. Responsibilities may include training employees; planning, assigning, and overseeing work; and appraising performance.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree from four-year college or university in Accounting with strong academic track record (minimum GPA of 3.0); CPA certification preferred or demonstrated progress towards obtaining CPA certification; two years current and/or recent public accounting experience in tax compliance and planning preferred.

To perform this job successfully, an individual should be proficient in Microsoft Word and Microsoft Excel as well as have working knowledge of office equipment, computer hardware and peripheral devices. Proficient with tax preparation and research software as well as Firm software applications and procedures.

Promotes the firm’s culture, including supporting Heard, McElroy & Vestal’s philosophy of developing a relationship with each client on a personal level, catering to their specific needs. Ability and judgment to interact and communicate appropriately with other employees, clients and management. Actively develops team members at all levels. Ability to serve clients, both internal and external (community/public) in a manner that will support superior client relations.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently…