Tax Senior

Why You Would Love Working with Performance Financial:

· Excellent Pay – We actively reward go-getters and team players that live out our mission of having a positive impact on our community!

· Amazing Company Culture – I know, I know…that’s what they all say. Put us to the test!

· Paid Training – We have consistent classroom and on the job training to improve our skills – and get paid while doing it!

· Work with a Growing, Thriving Company – Performance Financial is quickly growing and expanding! By working with us, you have a continually rising ceiling for promotions and other career advancement opportunities

· People Over Profits –Do the right thing for all concerned and the return will come!

· Job Flexibility –We believe that family time is more important that work time. We love our flexibility and believe you should too.

Performance Financial is seeking team members who are passionate about wowing customers and having a positive impact on those around you. We just so happen to do this through preparing monthly financial statements, consulting on business’s biggest questions and preparing tax returns. If this interests you, please apply, and we look forward to chatting with you about the opportunities we have available.

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What is Performance Financial

We’re a customer focused, results oriented business that supports clients across the US through expert accounting service. We started in 2021 with the goal of helping small businesses succeed through our pro-active approach to their financial picture. We deliver results for our clients in their best and worst of times, including cleaning up outdated accounting records to planning expansion for their growing operations. We are located in Des Moines and Pella, IA, but have a national reach as we pride ourselves in serving clients with expert advice regardless of where they’re located. Bookkeeping, advisory, and taxes are what we do, but people are our passion! We pride ourselves with our Mission in “Making a lasting impact with each interaction.”

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Job Title: Tax Senior

Position Summary: This position is focused on preparing and reviewing individual and business tax returns, assisting with tax planning, and providing guidance to junior staff. The Tax Senior will manage assigned client work, communicate with clients to resolve questions and obtain necessary information, and help ensure tax projects are completed accurately and on time. Responsibilities may expand based on the candidate’s experience, technical skills, and interest in client advisory work.

Duties:

· Preparing and reviewing individual and business tax returns
· Managing assigned tax projects from initial preparation through completion
· Communicating with clients to obtain information and resolve tax questions
· Assisting with tax planning and estimated tax calculations
· Reviewing work prepared by junior staff and providing constructive feedback
· Assisting with staff training and technical development
· Researching tax issues and documenting conclusions
· Responding to IRS and state tax notices
· Monitoring deadlines and helping ensure returns are completed accurately and on time
· Updating management on project status, workload, and client issues

It’d be cool if you had these skills/qualifications:

· 3–5 years of tax preparation experience, preferably in public accounting
· Experience preparing complex individual and business tax returns
· 1–2 years of reviewing tax returns prepared by others
· Strong understanding of federal and state income tax rules
· Experience with tax planning and estimated tax calculations
· Ability to research tax issues and clearly document conclusions
· CPA or EA designation preferred
· Experience mentoring or providing feedback to junior staff
· Entrepreneurial aptitude and a client-service mindset
· Strong knowledge of Microsoft Word and Excel
· Experience with professional tax preparation software
· Coachable attitude and willingness to continue developing technical skills
· Strong organizational and time-management skills
· Ability to manage multiple deadlines during busy season
· Ability to work independently and collaboratively with a team
· Strong written and verbal English communication skills
· Ability to work effectively in both an in-office and remote environment
· Maintain a professional appearance and attitude
· Clean background check

It’d be even COOLER if you had these skills/qualifications:

· 4 years working in a public accounting firm where you lead either audit, tax or accounting engagements

· A Master’s Degree in AstroAccounting Science – not really, that’s a totally made up word, but if you come to an interview with a terrible looking, clearly-a-fraud, college degree certificate for a Master’s Degree in AstroAccounting Science, that’d be pretty funny.

· A good sense of humor

FAQs

How much money can I make? This varies depending on qualifications, but well qualified individuals can range from $85,000 – $105,000 per year. A roadmap is available for how to make more!

Is there anything that would disqualify me from working at Performance Financial? Yep! Those that can’t pass a background check, have a crappy attitude, jerks, whiners, nincompoops, dingleberrys, buttheads, and fans of Michael Bolton.

What makes Performance Financial different than other accounting firms?

We pride ourselves on being pro-active advisors for our clients. We regularly meet with them to understand their needs. We understand the accounting industry is rapidly changing and embrace those changes head on. We understand that the market is typically large firms who work with Big clients and the small town office, who is too busy to provide meaningful advice. We’re trying to be the middle ground for business clients where we have the expertise and technology of the large firm while maintaining the small-town personal touch!

We look forward to speaking with you!

Job Type: Full-time

Pay: $85,000.00 - $105,000.00 per year

Benefits:

• Paid training
• Professional development assistance
• Referral program
• Retirement plan
• Unlimited paid time off
• Work from home

Ability to Commute:

• Des Moines, IA 50310 (Preferred)

Ability to Relocate:

• Des Moines, IA 50310: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Des Moines, IA 50310

Salary : $85,000 - $105,000