Bachelor’s degree or higher
CPA or CPA candidate with parts passed
4-5 years of experience
Must have a car to service clients in Tri-State area 

 

Experience

• Tax preparation & high-level review of tax returns for individuals, partnerships, corporations, fiduciaries (trust & estates), gifts, and nonprofits.

  • Multiple jurisdiction taxation is a MUST. 

  • CCH tax software experience is preferred.

• Tax planning strategies.

  • Income tax projections (Experience using CCH Tax Planning and/or BNA Income Tax Planning would be preferred). 

  • Choice of business entity selection.

  • Overall tax saving strategies.

• Tax research to assist clients in solving complex issues.

• Trial balance accounting work for business clients.

  • Extensive experience using QuickBooks and/or Xero is a MUST. 

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Responsibilities  

• Preparing and reviewing tax returns for individuals, partnerships, corporations, fiduciaries (trusts & estates), gifts, and nonprofits.

• Preparing and reviewing income tax projections to provide clients with tax saving strategies. 

• Working with business clients (can include bookkeeping in QuickBooks or Xero, preparing bank reconciliations, preparing & analyzing financial statements, etc.).

• Working with bookkeeper at client’s office to make adjusting entries.

• Analyzing & responding to government correspondence.

• Reviewing client documentation for IRS and state examinations.

• Direct contact & communication with clients daily.

• Mentoring of other staff members. 

• Managing multiple tasks efficiently to meet various deadlines.

  • Monitoring workload of other staff members to ensure that they are meeting various deadlines. 

  • Being able to work in a high-pressure environment during tax season.

 

Personal Skills

• Self-starter and problem solver.

• Good communicator.

• Excellent written and oral skills.

• Computer skills.

  • Microsoft Office (Outlook, Excel, Word, etc.)

  • CCH Tax Software (Axcess and/or ProSystem fx)

  • CCH ProSystem fx Tax Planning (Experience with BNA Income Tax Planner would also be sufficient)

  • QuickBooks and Xero

• Ability to learn quickly and adapt to a fast-paced working environment.

• Meticulous and detail-oriented.

• Works well in individual and group settings.

• Ability to establish and maintain relationships with colleagues and clients.

 

Core Values

• Excellent work ethic

• Integrity

• Provide the highest level of customer service

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To apply, email your resume as a single MS Word or PDF file to jdetweiler@ophelos.net with “Senior Tax Accountant” in the subject line.