What are the responsibilities and job description for the Tax Staff/Senior position at Daley And Associates, LLC?
Frustrated working endless overtime hours for a CPA Firm that doesn't value your contributions? This job is for you!
--Our client, based in the Providence area, is a growing, Medium Sized CPA firm serving privately held businesses, individuals, nonprofits, and closely held organizations throughout southeastern New England. The firm values technical excellence, collaboration, responsiveness, and professional development. We provide our team members with meaningful client exposure, opportunities for advancement, and a supportive environment that promotes work-life balance.Position SummaryOur client is seeking an experienced Tax Staff/Senior with 1-4 years of public accounting experience to join their tax team. This role is ideal for a motivated professional who enjoys working directly with clients, and working on/managing multiple engagements while delivering high-quality tax services.
The Tax Staff/Senior will prepare and review tax returns, assist with tax planning, research complex tax issues, and serve as a key point of contact for clients.Key Responsibilities
Salary range $75-110K Bonus
--Our client, based in the Providence area, is a growing, Medium Sized CPA firm serving privately held businesses, individuals, nonprofits, and closely held organizations throughout southeastern New England. The firm values technical excellence, collaboration, responsiveness, and professional development. We provide our team members with meaningful client exposure, opportunities for advancement, and a supportive environment that promotes work-life balance.Position SummaryOur client is seeking an experienced Tax Staff/Senior with 1-4 years of public accounting experience to join their tax team. This role is ideal for a motivated professional who enjoys working directly with clients, and working on/managing multiple engagements while delivering high-quality tax services.
The Tax Staff/Senior will prepare and review tax returns, assist with tax planning, research complex tax issues, and serve as a key point of contact for clients.Key Responsibilities
- Prepare and review federal and state tax returns for:
- Individuals (Form 1040)
- Partnerships (Form 1065)
- S Corporations (Form 1120-S)
- C Corporations (Form 1120)
- Trusts and Estates (Form 1041)
- Prepare tax projections and planning strategies for business and individual clients.
- Research federal and state tax issues and communicate findings to managers and partners.
- Build and maintain strong client relationships through timely and professional communication.
- Coordinate and manage multiple engagements to meet deadlines.
- Supervise, coach, and review the work of staff accountants.
- Assist with responding to IRS and state tax notices.
- Identify tax-saving opportunities and process improvements for clients.
- Participate in firm initiatives, training, and business development activities.
- Bachelor's degree in Accounting.
- 1-4 years of recent public accounting tax experience.
- Strong knowledge of federal and state taxation.
- Experience preparing business and individual tax returns.
- Excellent analytical, organizational, and communication skills.
- Ability to manage multiple priorities during busy season.
- Proficiency with Microsoft Excel and tax preparation software.
- CPA license or active progress toward CPA certification.
- Experience with CCH Axcess, ProSystem fx, UltraTax CS, GoSystem, or similar tax software.
- Experience with QuickBooks or other accounting software.
- Master's degree in Taxation or Accounting a plus.
- Strong attention to detail.
- Client-focused mindset.
- Positive attitude and collaborative approach.
- Ability to work independently while contributing to a team environment.
- Desire to mentor junior professionals.
- Commitment to continuous learning and professional growth.
- Competitive salary
- Annual performance bonus opportunity
- CPA exam support and continuing education
- Medical insurance
- Paid time off and holidays
- Flexible/hybrid work arrangements
- Professional membership dues and licensing reimbursement
- Career advancement opportunities within a growing firm
Salary range $75-110K Bonus
Salary : $75,000 - $110,000