What are the responsibilities and job description for the Tax Professional position at The Jones CPA Group?
Company Description The Jones CPA Group is a full-service accounting firm that provides professional, personalized services across a wide range of financial and business needs. The firm serves both individuals and businesses, offering trusted guidance on accounting and tax matters. With years of experience, the team supports clients in managing complex financial situations and ongoing compliance requirements. The firm values long-term relationships and a client-focused approach to delivering practical solutions.
Role Description The Tax Professional is a full-time, on-site role based in Orem, UT. This role is responsible for reviewing individual and business tax returns, carryout tax planning, and ensuring compliance with current tax laws and regulations. Day-to-day tasks include analyzing financial records, researching tax issues, identifying tax-saving opportunities, and advising clients on tax implications of financial decisions. The Tax Professional will collaborate with other team members, maintain accurate documentation, respond to client inquiries, and support periodic reviews and audits as needed.
Qualifications
- Strong tax technical skills, including Tax Preparation and Tax Planning, with the ability to apply Tax knowledge to diverse client situations.
- Experience with Lacerte/Ultra Tax/Drake and QBO is preferred.
- Solid understanding of current tax law and related regulations, with the ability to research and interpret complex situations.
- Foundational Finance skills, including financial analysis and understanding of business financial statements.
- Relevant professional experience in public accounting or tax practice, preferably serving both individuals and businesses.
- Bachelor’s degree in Accounting, Finance, or a related field; CPA/EA credentials or progress toward licensure is preferred.
- High attention to detail, strong organizational skills, and the ability to manage multiple deadlines during peak tax seasons.
- Effective written and verbal communication skills, with a client-focused, ethical, and confidentiality-oriented approach.
- Proficiency with tax preparation software and common office applications (e.g., Excel, Word, and document management tools).