Owners of a boutique accounting firm located in Winter Park, FL is looking for a seasoned tax professional to add to their staff.
The duties and responsibilities of this position include, but are not limited to those listed below. These duties and responsibilities may be modified at any time by a Firm Partner. Modifications will be in writing and will be acknowledged by both parties.
Prepare federal and multi-state tax returns for individuals, C and S corporations, partnerships, Limited Liability Corporations, trusts, estates, gift and non-profits.
Research tax issues
Adjust client year end figures as warranted and file amended returns
Prepare interim and annual tax projections for corporations and individuals
Develop and design tax planning strategies for clients by collaborating with attorneys, wealth management advisors, investment advisors and financial planners
Advise clients on business formations, acquisitions, dissolutions, succession planning and restructuring
Produce accurate and timely work papers
Maintain strong client focus by developing a productive, consultative and open relationship
Provide full service support on and offsite including but not limited to, financial analysis, review and preparation of general ledger, bank reconciliations, adjusting/closing entries, fixed asset management, payroll, sales and property taxes, spreadsheets
Respond to IRS notices received by clients, including contacting the IRS directly when necessary
Prepare litigation support work as requested
Train clients on Intuit Quick Books and other client/industry specific software
Prepare monthly, quarterly and annual compilations and reviews in adherence with General Accepted Accounting Principles (GAAP)
Prepare monthly and quarterly payroll related tax returns and IRS deposits
Prepare state payroll tax returns
Prepare and review monthly and quarterly sales tax returns
Perform agreed upon procedures
Assist with training, overseeing and mentoring new employees
Follow prescribed procedures, rules and laws while being mindful of ways to streamline and enhance department, processes and work flow
Prioritize work flow throughout the day
Stay current on trends and economic developments
Complete Continuing Professional Education (CPE) on time
Be cognizant of business and networking opportunities to benefit the Firm
Keep Manager informed of work in progress
Education and/or Experience:
Current CPA Designation
Five to Ten Years’ Experience in Public Accounting
Technical Skill Proficiency:
Microsoft Suite of Products
Intuit QuickBooks for PC
Intuit QuickBooks Online
Thomson Reuters Suite of Products – Ultra Tax, File Cabinet, Practice Management, Creative Solutions
CFS Payroll Tax
Ten Key Calculator
Able to sit for prolonged periods of time at a workstation
Able to lift thirty (30) pounds
Minimal short distance travel
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