Become An Associate

The Tax Accountant will prepare income tax returns for individuals, regular C corporations, sub-chapter S corporations, partnerships, and non-profit organizations. To succeed in this role, you will need to keep up with the changing federal, state, and local tax laws and regulations. Excellent time management skills are also essential to meet deadlines. Responsibilities of the Tax Accountant also include organizing tax return information. Ultimately, you should be able to recommend income tax strategies for the benefit of our clients.

• Prepare individual, regular C corporation, sub-chapter S corporation, partnership, and non-profit income tax returns.
• Organize and update the Company’s tax database
• Recommend income tax strategies that align with the business goals of our clients and identify income tax savings
• Share income tax return information with the Accounting Department
• Stay current of all federal, state, and local income tax laws.

• 3 years of experience preparing returns for individuals, regular C corporations, subchapter S corporations, partnerships and/or for non-profit organizations
• Knowledge of accounting and bookkeeping concepts and procedures
• Familiarity with Pro Connect Tax Online tax software
• Familiarity with MS Excel, CCH iFirm, www.Mondays.com
• Excellent analytical and time management skills
• Strong attention to detail
• Excellent organization skills
• Bachelor’s Degree in accounting or Taxation
• Master’s degree in taxation is preferable.
• Certified Public Accountant and/or Enrolled Agent certifications

Bookkeeper job duties include working closely with our accounting team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and tax payments. Our ideal candidate holds a Finance degree (preferably followed by accounting CPE courses) and is familiar with accounting software packages, like Quickbooks.

Ultimately, the Bookkeeper’s responsibilities are to accurately record all day-to-day financial transactions of our company.

• Record day to day financial transactions and complete the posting process
• Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger
• Bring the books to the trial balance stage
• Perform partial checks of the posting process
• Complete tax forms
• Enter data, maintain records and create reports and financial statements
• Process accounts receivable/payable and handle payroll in a timely manner

• Proven bookkeeping experience
• Solid understanding of basic bookkeeping and accounting payable/receivable principles
• Proven ability to calculate, post and manage accounting figures and financial records
• Data entry skills along with a knack for numbers
• Hands-on experience with spreadsheets and proprietary software
• Proficiency in English and in MS Office
• Customer service orientation and negotiation skills
• High degree of accuracy and attention to detail
• BS degree in Finance, Accounting or Business Administration