Tax Accountant

Overview:

Ideal candidate will have 2 to 5 years of professional tax experience including individual, corporations, partnership and trusts. CPA or EA preferred. We are looking for someone to be an integral part of our team long-term, and is committed to working directly with individuals and small and medium sized businesses. We are a family-employee friendly office that supports a work-life balance including shorter summer work weeks and extended holiday weekends (4-day weekend for Memorial Day & Labor Day, and other holidays when possible).

Education Requirements

• Bachelor’s Degree with an emphasis in mathematics, finance, or accounting
• Tax accountant certification in order to file anything with the SEC

Tax Accountant Essential Skills

• Analytical abilities
• Critical thinking skills
• Effective communicator
• Exceptional math skills
• Organizational expert

Tax Accountant Roles & Responsibilities

• Eliminate, minimize or defer tax payments using proper regulations
• Prepare clients for audits
• Stay up-to-date with tax laws and regulations
• Ensure that financial documents and statements comply with law and regulations
• Assess financial information and identify risks, then make recommendations to fix any risks

Day-to-Day Duties

• Research and maintain tax and financial records for clients
• Create feasible budgets and strategies to help clients stay within budget
• Prepare, complete, and file tax returns for individuals and companies
• Monitor and respond to tax authority communications
• Use accounting procedures to identify any potential risks for fraud
• Offer advice and suggestions on reducing costs and improving profits
• Prepare tax forms and documents
• Assist clients with tax audits
• Identify any taxes owed or to be received