Senior Accountant; Tax or Audit

Role and Responsibilities:

• Build on knowledge acquired in college and previous experience to gain a functional level of technical and operational knowledge to proficiently perform assigned tasks
• Prepare and self-review work papers in conformity with standards including scope/objective/procedure/conclusion, adequate supporting documentation, and tickmark workpaper cross references
• Prepare assigned tax returns including individual, corporate, partnership, non-profit, and estate
• Prepare assigned basic amended returns, personal tax projections, carryback returns, sales tax, 1099 statements, and/or payroll returns
• Perform tax planning duties by compiling information for tax planning engagement, adjusting current year data and producing reports
• Perform estate settlement duties related to preparing court documents, structuring decedent's final expenses, liquidating estates and distribution to heirs, and preparing federal and state estate returns
• Ensure compliance with tax regulations and guidelines, minimizing tax liabilities
• Communicate with clients on-site, by phone, or e-mail to obtain accurate information and relevant supporting documentation to support workpaper conclusions
• Draft, foot, and proof financial statements and other engagement documents
• Perform analytical and detailed work with numerical data efficiently and accurately
• Prepare and maintain financial data and records for assigned clients
• Utilize and have a high level of understanding of firm software, various tax programs, tax and research software, and internal workflow/procedures
• Exercise and model strict confidentiality and information security practices
• Follow firm accounts receivable policy and cease working on clients with a balance of 90+ days
• Accurately report and release billable and non-billable time consistently and understand its importance
• Meet productivity standards
• Provide assistance, including research, to senior department staff and Members as needed
• Recognize, anticipate, and resolve tax issues; make recommendations
• Respond to inquiries from tax authorities
• Prepare documentation for audit defense
• Support special projects and initiatives within the Tax/Audit, Financial Services, and CAS departments
• Begin to work towards a specialty/focus area either in a service area or industry segment
• Develop team members and participate in business development activities
• Adhere to agreed-upon work schedule

• Ability to communicate clearly and concisely, orally and in writing
• Ability to use critical thinking to carry out instructions furnished in written, oral, or diagram form
• Ability to effectively present information in one-on-one and small group situations to clients and other employees of CNC
• Working knowledge of basic office technology, particularly Microsoft Office Suite (including Excel) and the ability to learn new accounting applications and CRM software
• Ability to apply basic mathematical skills
• Ability to deal with problems involving several concrete variables in standardized situations
• Ability to analyze and interpret quantitative data to draw conclusions and make recommendations

• Bachelor's degree in Accounting, Finance, or a related field with appropriate GPA or equivalent work experience
• Knowledge of Generally Accepted Accounting Principles, Generally Accepted Auditing Standards, OR Statements on Standards for Accounting and Review Service, OR Internal Revenue Code and application of federal and state regulations
• Familiar with IRS Circular 230 Regulations Governing Practice Before the IRS and the AICPA Professional Code of Conduct
• 2-3 years of experience working in public accounting
• CPA certification or actively, currently pursuing CPA certification

Typical office environment with standard office hours.

Occasional overtime may be required during peak periods (e.g., fiscal year-end, tax season).

Pay Range: $30 - $35 / hr

Cordell, Neher & Company, PLLC is an equal opportunity employer and welcomes candidates from diverse backgrounds.