What are the responsibilities and job description for the Tax Accountant - Individual and S-Corp position at Casey Moss Tax and Accounting, LLC?
We’re a small, growing accounting firm specializing in providing accounting and tax services to individuals and S-Corps. Our team is dedicated to helping our clients achieve their financial goals by providing them with exceptional service and expert advice. Our team thrives on trust, efficiency, and personalized service.
If you are an Enrolled Agent of CPA, have 4-5 years of experience completing individual and S-Corp returns, and are seeking the next step in your career, this is a great opportunity. Working closely with the owner and other accountants at our firm, you’ll be a primary point of contact on and ‘own’ key accounts. This role is NOT seasonal, as we complete S-Corp tax filings and other tax services throughout the year.
Key Responsibilities
· Pro-active communication and meetings with clients, assuring them of the timely and accurate completion of returns
· Complete more complex individual returns and S-Corp returns
· Team oriented - act as advisor to more junior team members
· Ensure all compliance is completed and timely.
· Coordinate client communications and follow-ups.
· Prepare financial reports and presentations as needed.
Skills & Qualifications
· 4-5 years of experience in a similar role completing individual and S-Corp taxes
· Professional demeanor, positive attitude, and client-service oriented.
· In addition to the usual office software, proficiency in UltraTax a strong plus.
· All of the things that go along with being an exceptional tax preparer - attention to detail and accuracy; ability to manage multiple tasks and meet deadlines; strong written and verbal communication skills; strong analytical and problem-solving skills.
· High level of discretion and integrity in all business dealings; maintain strict confidentiality of sensitive information.
Additional Traits/Experience:
· Experience in a small, high-growth office.
· Ability to interact with clients professionally, gaining confidence and trust.