Job Description

This role is primarily responsible for complex domestic tax matters for company clients. This position is open to candidates with a strong tax foundation in any area. To qualify for this opportunity, the candidate will have 10+ years of experience in Tax. Preference is given to candidates with an active CPA license and previous public accounting experience.

Core Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.

Education and Qualifications

• Bachelors Degree.
• CPA license is a plus.
• Must successfully pass a background check.
• Must be currently authorized to work in the United States full-time.

Essential Functions

• Performs all tasks related to client service and sees that assignments are accomplished within budgeted time.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Build and maintain good client relationships.

Experience

• Minimum ten years of experience in public accounting.
• Extensive experience reviewing Individual, corporate, and Partnership tax returns.

Knowledge, Skills, and Abilities

• Strong skills and experience with Word, Outlook, Excel, and QuickBooks.
• Experience with CCH Pro FX tax software.
• Demonstrates excellence in most advanced technical skills.
• Keep current on applicable professional standards.
• Excellent verbal and written communication skills.

Working Conditions

• Ability to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations.

Health

• Comprehensive 401(k) matching program.
• Choice of HMO or PPO medical plans available.
• Generous discounts are available under some plans for drugs and/or eye prescriptions.
• Comprehensive vision plans are available.
• A choice of HMO or PPO dental plans.
• Funded life insurance plans covering death/dismemberment. Additional coverage is available for purchase.
• Flex spending plans are available.
• Gym membership subsidy.

Happiness

• Casual dress environment.
• Substantial professional development through ongoing training (an accredited employer with the AICPA and the ACCA).
• A training department is dedicated to all your learning & CPE continuation needs.
• Subsidized CPA examination fees & spot bonus.
• Paid time off to study for the CPA.
• Competitive compensation packages.
• Generous paid time off policies.
• Diverse client base to inspire and challenge you.
• Mentorship opportunities through our resource group and buddy systems.

Beyond

• Bonus payments for client or employee referrals
• Targeted kudos program providing firm-wide employee recognition and financial rewards
• Discounted movie tickets
• Structured volunteer and community care program through a dedicated company program
• A generational task force that welcomes ideas and suggestions to enhance the workplace
• Structured internship programs to guide future college graduates
• Partner & director attendance at local college recruiting and class events

Benefits

• 401(k)
• HMO or PPO Medical
• Drugs Discount Plans
• Vision Plans
• HMO or PPO Dental
• Life Insurance
• Flex-spending
• Gym Membership
• Casual dress
• Professional Development
• CPE continuation training
• CPA exam fees & spot bonus
• Paid time off to study CPA
• Competitive compensation
• Generous PTO
• Diverse client base
• Mentorship opportunities
• Client or employee referrals bonuses
• Employee recognition and financial rewards
• Discounted movie tickets
• Welcomes ideas and suggestions to enhance the workplace