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About the role
Key responsibilities & impact- Prepare/write up full monthly work for more complex clients
- Review monthly work prepared by Associates and other Seniors
- Assist with monthly prep as needed and provide quality feedback
- Confirm work is flowing through Associates and Seniors with minimal edits
- Assist with training and development of Staff and Seniors
- Increased client responsibility
- Delegate tasks appropriately
- Communicate with team members for missing items for monthly work
- Calculate and analyze financial ratios
- Complete more complex business and personal tax returns
- Begin client relationship
- Discuss open items
- Review financial ratios
- Start to work independently with minimal review on work performed
- Understand priorities and communicate those priorities effectively
- Ability to meet budget and realization goals for both for clients and team
Requirements
What you’ll need- 2-4 Years’ experience in accounting or tax
- Bachelor’s Degree preferred (accounting, business, economics, finance, etc.)
- Experience with tax return or financial statement preparation
- Strong attention to detail
- Ability to work well in a team environment
- Ability to be flexible
- Ability to think critically
- Demonstrate excellent analytical and problem solving skills
- Ability to handle more than one project / task at a time
- Exceptional Communication and Writing Skills internally and externally
- Ability to learn different software and understand how they work and improve the firm in total
- Proficient communication skills to talk to clients and team members
- Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, Etc.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax return preparationfinancial statement preparationfinancial ratio analysisbusiness tax returnspersonal tax returnsanalytical skillsproblem solving skillsattention to detailproject management
Soft Skills
teamworkflexibilitycritical thinkingcommunication skillswriting skillsclient relationship managementtask delegationtraining and developmentindependenceprioritization
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in BusinessBachelor’s Degree in EconomicsBachelor’s Degree in Finance