Our firm’s Client Accounting Services department is currently seeking a self-motivated, detail-oriented individual to join our growing team. We are seeking someone who wants to participate in our firm's positive culture and is passionate about helping our tax practice grow.

• Learn to efficiently navigate firm software
  • Practice
  • UltraTax
  • CCH
  • ACS
  • QBO
• Demonstrates ability to complete various tax and accounting projects, including:
  • 1040
  • 1120S
  • 1065
  • 990
  • 1099
  • Annual business accounting (write-up)
  • Tangible personal property returns
• Demonstrates logical thinking when recording tax information
• Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
• Demonstrates an understanding of basic state taxation issues
• Accurately prepares quarterly and annual estimated tax liability calculations
• Proactively takes part in tax planning for clients
• For business returns, demonstrates the ability to follow procedures and identify opportunities of improvement.
• General understanding of client accounting service projects as needed
• Displays ability to do more complex tax returns without supervision
• Provides accurate calculations on complex book-to-tax differences
• Assists and guides staff and demonstrates ability to give constructive feedback
• Supervises and trains associates and interns
• Learn and exhibit professional communication skills
  • With team internally regarding status of projects, asking good questions, participating in meetings
  • With clients as appropriate and as directed by client relationship managers
• Contributes to team effort by volunteering to help when possible
• Builds upon job knowledge by participating in department wide trainings as well as independent learning such as reading professional publications and regulations
• Understands importance of deadlines by demonstrating time management skills and learning to prioritize engagements.
• Strong work ethic
• Team player