Primary Job Duties
Prepares complex tax returns including individual, trust, partnership and S‐corporation tax returns
Analyzes client source documentation
Works directly with clients to gather information and tax documents
Responds to client inquires
Communicates with clients in person, on the phone and in writing
Reviews tax returns prepared by staff accountants and interns and provides feedback
Reviews various bookkeeping and accounting projects prepared by staff accountants and interns
Manages the tax and accounting assignments of staff accountants and interns
Performs accounting services including maintaining and preparing financial reports
Performs other duties as assigned
Expectations
Keeps Partner fully informed of job progress and problems as they arise
Tracks time on client engagements and documents per firm policy
Ability to support multiple projects and deadlines
Prepares neat and organized work
Follows directions and determines when more information is needed
Understands and prepares complete work papers and documents pursuant to firm policy
Finishes projects within specified budgeted time
Demonstrates compliance with firm policies
Exhibits appropriate knowledge of technical matters
Maintains confidentiality and understands the requirements of CPA state regulations and requirements
Willingness to work increased hours during peak work cycles
Willingness to travel as required
Professional Competencies
Ability to research complex technical issues
Ability to analyze complex tax and accounting data
Ability to explain complex accounting data in a simple way
Ability to work under pressure and meet filing deadlines
Problem solving skills
Communicates clearly and professionally, both verbally and in writing
Establishes and maintains effective working relationships with other employees and partners
Demonstrates a cooperative and professional attitude
Self‐starter and team player
Education and Experience
Four year accounting degree, including 150 semester hours of education
Active CPA license
Knowledge of Microsoft operating and application software, advancing ability to use other service area specific
application software such as tax and engagement software
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.