Staff Accountant

Job Title: Staff Accountant – Tax

Department: Tax

Reports To: Supervisor, Manager and/or Partner

FLSA Status: Exempt

POSITION SUMMARY

The Staff Accountant - Tax is responsible for preparing tax returns and assists in tax projects for the firm's clients under the supervision of Senior Accountants, Supervisors, Managers and Shareholders. Key responsibilities include preparation of client tax returns and assisting in tax projects for the firm’s

clients.

TECHNICAL EXPECTATIONS

  • Gain knowledge of the tax return process

  • Prepare tax returns in accordance with firm standards and in compliance with applicable tax law

  • Assist in responding to tax notices as applicable

  • Prepare all workpapers in accordance with firm standards, to assist with the preparation and review of tax returns and other deliverables

  • Work with supervision to gather required documentation for assigned tax returns

  • Develop proficiency in preparing Forms 1040, 1120, 1120-S, 1065, 990 and possibly others

  • Assist with tax research as requested

  • Develop knowledge surrounding the rules, regulations and laws that govern tax at all levels

  • Prepare for the CPA examination or obtain CPE as required

CLIENT MANAGEMENT EXPECTATIONS

  • Achieve billable hour goal (ask for assistance when not on track)

  • Take direction effectively, ask questions effectively, and adequately retain information from one project to the next (listen attentively during tax meetings and apply knowledge gained)

  • Fully complete assigned tasks in an efficient manner and meet deadlines

  • Quickly and appropriately respond to unexpected events or changing schedules, demands, and priorities

  • Demonstrate a willingness to take on new projects.

COMMUNICATION EXPECTATIONS

  • Exhibit strong written and oral communication skills,

  • Timely communication with team and supporting staff without reminder

  • Communicate and ask questions to understand the work objective

  • Practice active listening skills and apply what is heard

  • Learn to ask and understand “why” not just “what” and “how” (First, try to come up with the answer, then ask the questions)

INTERPERSONAL (TEAM) EXPECTATIONS

  • Respect other’s opinions and ideas

  • Receptive to coaching, be open to constructive feedback

  • Work well individually and in a team dynamic

  • Adapt to meet and exceed client expectations both internally and externally

  • Begin to work through projects independently

BUSINESS DEVELOPMENT EXPECTATIONS

  • Be aware of the importance of effective relationships between the client and the firm,

  • Understand the firm’s business development process and your role in the firm’s growth

  • Develop an understanding of the firm’s structure, the people, services provided, and the firm’s clients

  • Understand the importance of community interaction and networking

LEADERSHIP EXPECTATIONS

  • Exemplify firm culture and professionalism

  • Build trust and credibility

  • Respect diversity in people around you

  • Display proactive behavior and show personal responsibility for your actions

  • Leverage personal strengths

  • Understand the importance of community interaction and networking,

  • Take ownership of career development, attend firm directed CPE and job training

OTHER QUALIFICATIONS

  • Bachelor’s degree in Accounting

  • Excellent analytical skills with an attention to detail

  • Integrity in all work product

  • Ability to maintain confidentiality of client information

  • Strong time management, critical thinking and communication skills