Tax Accountant

• Audit & Assurance services, including financial reporting
• Tax compliance, Tax planning, and proactive advice.
• Business consulting, Estate planning, M&A, and tax law services delivered through TLG
• Outsourced accounting, controller and CFO services
• M&A, growth-through-acquisition, and operational consulting delivered through TCG

• Time Management
• Exceptional Organization Skills
• Strong Communication skills
• Responsiveness to time-sensitive items
• Attention to Detail
• Focus on client
• Ability to work independently
• Team Collaboration
• Strong Leadership skills
• Transparency
• Strong Work Ethic
• Being professional and respectful to others
• Positive Attitude

• Prepare federal and state tax returns for:
  • Individuals (1040)
  • Partnerships (1065)
  • S Corporations (1120-S)
  • Corporations (1120)
  • Trusts and fiduciary entities

• CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar tax software
• Microsoft Excel including:
  • formulas,
  • pivot tables,
  • data analysis,
  • and reconciliations

• • ChatGPT
  • Claude
  • Microsoft Copilot
  • Other workflow automation and AI tools
• Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc
• Ability to review less complex tax returns prepared by staff and outsourced providers.
• Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities
• Ability to perform fundamental tax research
• Address government agency's tax notifications
• Ability to prepare Trust Tax returns

• Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices
• Ability to review and identify tax planning opportunities
• Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation
• Provide superior service to our clients such that the clients provide referrals to their friends and colleagues.

• Provide technical on-the-job (OTJ) training to tax preparers and outsourced providers.
• Provide informal mentoring to staff accountants and new team members
• Participation in department activities as a team player on behalf of the department and the firm.
• Demonstrate an ability to interact professionally and work as a team member.
• Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel
• Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program.

• Follow department policies and procedures.
• Identify and share opportunities for process improvements.
• Participate in weekly department meetings.
• Assist as liaison for outsourced tax preparers.

• Active CPA or EA designation
• Bachelor’s Degree in Accounting
• Strong project management and time management skills are necessary
• Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation
• Client service focus
• Ability to get along well with diverse personalities; tactful, mature, professional and flexible.
• Ability to operate independently and “self-manage” projects
• Result-and profit-oriented, with the ability to balance other business considerations.
• Strong analytical and reasoning abilities
• High energy level, comfortable performing multifaceted projects in conjunction with everyday activities
• Superior numeric skills.
• Excellent written and verbal communication skills
• Ability to communicate and actively support the values of the firm and communicate these values to others

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