
AVAILABLE OPPORTUNITIES

SENIOR TAX ACCOUNTANT
$90,000 to $100,000
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.
-
​
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
​
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.