Senior Tax Preparer

Candidate needs to be a licensed CPA or EA and will prepare and review individual and corporate tax returns, including partnerships and trusts. Interpret tax law, and guide clients through requirements.

• Prepare, review, and reconcile tax returns (1040, 1041, 1065, and 1120-S), supporting schedules, and financial statements; verify general ledger balances and account activity.
• Prepare quarterly and annual payroll reports (federal and state).
• Prepare annual Form 1096/1099s.
• Analyze client records, including bookkeeping, payroll, accounts payable, balance sheets, and investment information, using accounting software such as Quick Books.
• Active PTIN
• Explaining technical tax concepts clearly to clients with different levels of financial knowledge.
• Communicating, written and verbally professionally with clients.

• Bachelor’s degree in Accounting or Finance preferred.
• Required:
  
  Tax experience, tax return preparation, individual tax, accounting, tax reporting, and strong client communication and analysis skills.
• Required:
  
  Working knowledge of accounting principles, including generally accepted accounting principles (GAAP), double-entry bookkeeping, debits and credits, account reconciliation, and financial statement preparation.
• Familiarity with Ultra Tax CS, Fixed Assets CS, Accounting CS, Quick Books Desktop and On-Line.
  Proficiency in Excel.
• 3–5 years of experience in completing individual and small corporate returns preferred.
• Solid working knowledge of federal and Massachusetts tax law.
• Ability to manage multiple engagements and meet filing deadlines.

• Bereavement leave
• Continuing education credits
• Dependent health insurance coverage
• Health insurance
• Paid sick time
• Paid time off
• Paid training
• Retirement plan
• Tuition reimbursement