Construction/Real Estate
SUMMARY OF RESPONSIBILITIES
Responsible for the efficient, accurate, and timely production of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Makes decisions on all but the most unusual tax situations, and typically has a minimum of 6-10 years of public accounting experience in a tax department.
ESSENTIAL FUNCTIONS
- Review tax returns prepared by staff, recognize various tax issues and proactively address issues conducting appropriate research to resolve them.
- Responsible for smooth flow of tax return preparation process to assure accurate, complete and timely tax returns. Provide review notes on engagements for staff.
- Responsible for larger tax returns and delegating to the various preparers as necessary.
- Supervise phases of engagements including planning, setting budgets and directing staff and monitoring their actual performance against budget.
- Prepare personal tax projections with software.
- Prepare complex individual, trust, corporate, partnership, and S-Corp income tax returns and state income tax returns.
- Correspond with taxing authorities to resolve client problems and draft response letters for Partner review.
- Assist with monthly client billings, prepare other reports and projects as assigned.
- Maintain knowledge of general economic and political trends of possible tax legislation that could affect the business climate. Maintain technical competence.
- Assist with monthly client billings, prepare other reports and projects as assigned.
- Work to develop staff by assisting in recruiting, performance evaluations, career development, developing training, and acting as an instructor in professional development programs.
- Participate in firm's practice development efforts including expanding services to clients; develop professional relationships with clients/prospective clients.
REQUIREMENTS
- Bachelor’s or Master’s Degree in Accounting or comparable 6-10 years public accounting experience.
- Current and valid Certified Public Accountant license is required; must be in good standing with the state board and AICPA.
- Strong knowledge of Internal Revenue Code and regulations, various tax forms and their interrelationships, return filing requirements and due dates and ability to use research software.
- Ability to effectively communicate orally and in writing with clients, taxing authorities, partners and peers; ability to interface with perspective clients and to identify and pursue marketing/networking opportunities.
- Experience with tax software such as CCH Pro Systems/Axcess, RIA Checkpoint and Microsoft Excel etc. a plus.
WORKING CONDITIONS:
- Compensation range: 115,000-160,000
- Overtime work required throughout the year based on various tax filing deadlines. Heavy overtime work required from mid-January to April 15; may be in excess of 50 hours per week.
- Occasional in-town travel to client’s office, meetings and seminars using a personal vehicle.
- Full-time compensation based on 2300 total hours annually, inclusive of PTO/holidays/training etc.
- Must be able to come into the office in-person 2-3 days per week; or more often for training purposes.