Staff Accountant - Tax

JOB DESCRIPTION

Position: Staff Accountant

Reports to: Tax Senior Accountant or Manager

FLSA Status: Exempt

Boyum Barenscheer is your local, trusted accounting firm with 50 years of experience providing audit, tax, and advisory services to businesses across a variety of industries. We focus on building strong relationships and offering tailored solutions that help our clients succeed in an ever-changing business landscape.

Caring and Thoughtful | Get Things Done | Work with Purpose

Summary

The Tax Staff Accountant organizes and processes client tax data to ensure the accurate and timely completion of individual tax returns, as well as simple to moderately complex corporate, partnership, S-Corp, and trust tax filings. They actively participate in various phases of tax engagements, working on both business and personal tax returns while assisting with related planning for a diverse client base. This role requires close collaboration with other departments and associates to support seamless client service and maintain the firm's high standards of quality and accuracy.

Responsibilities

• Provides timely, accurate, and professional responses to client and firm associate inquiries, ensuring clear and effective communication.
• Drafts and prepares client correspondence, including letters, emails, and other communications related to engagement planning and requests, maintaining a professional and concise tone.
• Prepares individual, business, and fiduciary tax returns and projections in compliance with firm policies and professional standards, following guidance from engagement leaders.
• Conducts thorough research and analysis of tax forms and regulatory instructions to ensure accurate application of relevant tax laws.
• Proactively communicates with engagement leaders regarding outstanding items, potential issues, and other key matters in a timely manner.
• Manages workload effectively by adhering to established budgets and deadlines, ensuring efficient completion of assigned tasks.
• Identifies potential challenges or opportunities within engagements and collaborate with engagement leaders to develop appropriate solutions.
• Develops proficiency in applying accounting principles, including analyzing trial balances, to support accurate financial reporting and compliance.

Qualifications and Education

• Bachelor's degree in accounting or related field preferred.
• 0 -2 years of experience in public accounting.
• Qualified to sit for CPA exams.
• A minimum of 40 hours of continuing professional education is required each year.
• Proficient in Microsoft Office; with an emphasis on Excel and QuickBooks.
• Applicants must be currently authorized to work in the United States on a full-time basis.

Physical Demands

• Required to sit for long periods.
• Extensive computer, keyboard, and mouse use.
• Occasionally required to lift and/or move up to 25 pounds.

This description covers the primary purpose and principal duties of the job. It is not intended to give all the details or a step-by-step account of the way each procedure or task is performed.