What are the responsibilities and job description for the Tax & Accounting Professional position at Epitria Consulting?
We are looking for a driven and experienced Tax & Accounting Professional to join our growing team. This role involves managing client engagements end-to-end, including accounting, bookkeeping oversight, and preparation of complex tax returns. While supported by a bookkeeper, this position requires independent ownership of client work and delivery of comprehensive tax and accounting services.
Key Responsibilities
- Prepare and review various tax returns, including individual (1040), partnership (1065), corporate (1120/1120S), nonprofit (990), and state filings.
- Perform full-cycle accounting tasks such as journal entries, reconciliations, and financial statement preparation.
- Oversee and support bookkeeping activities in coordination with internal staff.
- Communicate directly with clients to gather information, address inquiries, and provide high-quality service.
- Assist with tax planning, projections, and advisory services.
- Ensure compliance with federal, state, and local tax regulations and maintain accurate documentation.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 3 years of experience in tax and accounting, preferably within public accounting.
- Proven ability to manage client work independently from start to finish.
- Strong understanding of accounting principles and tax regulations.
- Proficiency with ProSystem fx Tax & Accounting software.
- Excellent communication, organization, and multitasking skills.
Preferred
- Experience handling a wide range of federal and state tax returns.
- Familiarity with payroll and sales tax filings.
- Ability to mentor junior staff and collaborate effectively within a team.