Baseline responsibilities :
- Prepare individual and business tax returns
- Review tax source documents for completeness and accuracy
- Conduct tax research to support tax planning and compliance efforts
- Assist with handling federal and state tax notices
- Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns
- Assist with administrative tasks. Sending engagement letters, following up on signatures for tax returns, filling 1009.
Requirements
Baseline qualifications
- Basic working knowledge of individuals, LLCs, Partnerships, S-corporations, and C-corporations and the tax issues relating to each type of taxpayer
- 1-2 years of experience of public accounting experience including preparing individual and business tax returns (at least 50 per tax season)
- Proficient with technology - Ideally has experience using CCH Axcess (HUGE PLUS)
- Effective written and verbal communication and interpersonal skills.
- Strong analytical and deductive reasoning skills
- Detail oriented
- Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines
H&R Block
Wilson Hand LLP
NextGen Healthcare
H&R Block
H&R Block