Career Opportunities

Overview          

The job provides various kinds of administrative support to clients and the staff. This position supports the entire office of the firm.

Essential Duties and Responsibilities

• Answer the phone
• Make appointments
• Print and assemble tax returns
• Print financial statements
• Greet clients
• Handle mail, trash, scanning, client billing, office supplies, office appearance, website, newsletters, data entry, and all other projects that come up
• Assist staff, manager, and partners with any other projects or tasks

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• High school diploma or technical school
• Two or more years of related experience and/or training
• Or equivalent combination of education and experience

Overview     

This person keeps records of financial transactions for clients by performing the duties below. Other duties may be assigned, and this person may be a backup administrative assistant as needed.

Essential Duties and Responsibilities 

• Client data entry that verifies, allocates, and posts details of business transactions to subsidiary accounts in journals or computer files from documents such as sales slips, invoices, receipts, check stubs, and computer printouts
• Summarizes details in separate ledgers or computer files and transfers data to the general ledger
• Reconciles and balances accounts
• Maintains current and accurate client payable and receivable data, assuring checks, invoices, and statements as required by the client
• Tax return preparation that collects appropriate data and prepares federal, state, and local reports and tax returns
• Payroll processing that calculates employee wages from records or time cards and prepares checks for payment of wages
• Prepares withholding, Social Security, and all other payroll tax reports
• Sets up all new payrolls and registers company with the appropriate tax numbers and tax forms
• Assists staff accountants, managers, and partners with any other projects or tasks

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Associate’s degree (AA) or equivalent from a two-year college or technical school
• Two or more years of related experience and/or training
• Equivalent combination of education and experience
• Bachelor’s degree (BA) from a four-year college or university with two or more years of related experience

Overview       

The project coordinator is accountable for monitoring the progress of projects, investigating variances, and ensuring that project billings are issued to clients and payments collected.

Essential Duties and Responsibilities

In this role, you will assume the responsibility for the coordination and completion of accounting, compilations, payrolls, reviews, and tax projects assigned to you, and you will coordinate the firm’s project management software. You are tasked with efficiently delivering quality service to a variety of clients while maintaining positive staff relationships.

• Create projects, monitor projects, and assign the firm’s projects to ensure delivery to the client by due dates
• Review and approve the WIP
• Coordination of staff time off, ensuring firm policy
• Investigate project variances and report excess time variances to partners
• Coordinating billing, collection, and project budgeting
• Approved write off for any project-related billings that cannot be billed or collected from clients
• Promote efficiencies through planning and act as a liaison between the staff and the partners
• Master the project management software and make recommendations and improvements for data entry and payroll processing to best serve our clients' needs
• Assist the firm’s partners in ensuring the firm’s policies, procedures, and mission statement are being maintained

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The candidate should have robust interpersonal, communication, and leadership skills.  The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Bachelor’s degree (BA) or associate's degree (AA) in business/leadership
• At least three years of well-rounded experience with excellent communication, writing, and leadership skills.

Overview          

As a tax accountant, you will apply your in-depth knowledge of tax and management services to provide solid business advice to help improve the client's experience with the firm and become their “Most Valued Advisor."

You will assume the responsibility for the coordination and completion of tax projects to efficiently deliver quality service to a variety of clients, while maintaining positive clients and employee relationships. In addition, you will perform more complex technical work, conduct technical research, and resolve problems.  

Essential Duties and Responsibilities

• Review and prepare various tax returns, assuring compliance with federal, state, and local tax laws and regulations
• Follow up and handle all notices and issues that the clients may have regarding the tax returns that were prepared by the tax accountant

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Certified Public Accountant (CPA)
• Enrolled Agents (EA)
• Five or more years of related experience and/or training

Overview         

A staff or senior accountant applies principles of accounting to analyze financial information and prepare financial reports. This person is the primary point of contact for clients. They should have a bachelor's degree or an associate's degree with experience to demonstrate their ability to be promoted to this position. You will be responsible for functions such as client compilations and taxes. You will typically spend around five years at the entry level before promotion to senior associate. You will be responsible for most of the administrative and research work with the firm.

Essential Duties and Responsibilities

• Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions
• Performs statistical analyses to determine trends, estimates, and significant changes and writes narrative reports explaining findings
• Analyzes financial information detailing assets, liabilities, and capital
• Prepares balance sheet, profit and loss statements, and other reports to summarize and interpret current and projected company financial position for clients
• Monitors compliance with generally accepted accounting principles and company procedures
• Reviews investigations and corrects errors and inconsistencies in financial entries, documents, and reports
• Installs, modifies, documents, and coordinates the implementation of accounting systems and accounting control procedures
• Conducts studies and submits recommendations for improving the organization’s accounting operation
• Tax return preparation that collects appropriate data
• Prepares federal, state, and local reports and tax returns for both individual and corporate returns
• Learns technical skills to review notes with close supervision
• Assists partners and managers with any other projects or tasks

Qualifications

This is an entry-level position. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Associate’s degree (AA) or equivalent from a two-year college or technical school
• Two or more years of related experience and/or training
• Equivalent combination of education and experience
• Bachelor’s degree (BA) from a four-year college or university with two or more years of related experience

Overview         

The senior accounting associate is responsible for the compliance and research work within the firm. Senior associates will be responsible for client compilation letters, financial presentation, income tax review, and preparation.

Essential Duties

• Monitors compliance with generally accepted accounting principles and company procedures
• Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports
• Mentors staff to be in compliance with GAAP and the firm's policies and procedures     
• Peer reviews of trial balance preparation and compilations
• Development of in-house training for staff
• Researches tax and accounting issues for staff, management, and partners
• Prepares and reviews various tax returns, assuring compliance with federal, state, and local tax laws and regulations
• Effective representation of the firm throughout the community
• Assists in the development and maintenance of quality staff
• Drives growth and profits for the firm
• Promote efficiencies through planning and act as a liaison between the staff and the firm
• Keeps up to date on current laws and practices for the tax and accounting firm and GAAP reporting.
• Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, and documents business transactions
• Analyzes financial information detailing assets, liabilities, and capital
• Prepares balance sheets, profit and loss statements, and other reports to summarize and interpret current and projected company financial position for clients
• Assists the firm’s partners to ensure the firm’s policies, procedures, and mission statement are being maintained

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Certified Public Accountant (CPA) with five years of supervisor experience
• Master of Business Administration (MBA) with five years of supervisor experience
• Enrolled Agents (EA) with five years of supervisor experience

Overview

The senior tax accountant is responsible for leading the team and ensuring the team delivers exceptional client service. This individual will retain talented people through strong leadership and coaching/mentoring relationships.  

Responsibilities

• Reviews of all business, individual, non-profit, and trust/estate tax returns
• Assists firm managers, partners, and tax managers in reviewing tax planning
• Assists in developing and maintaining quality staff
• Assists in training staff on preparing tax returns
• Assists firm managing partner with any complex tax issues
• Prepares individual, trust/estate, and business tax returns
• Reviews staff tax projects to ensure all firm policies and procedures are being followed accurately
• Maintains mission statement
• Promotes efficiencies through planning and acts as a liaison between the clients and the firm
• Drives internal growth
• Keeps up to date with current laws and practices for the tax side of the firm
• Reviews or compiles trial balance preparation
• Handles any other projects/issues that may arise

Education and Experience

• Certified Public Accountant
• Three years of tax advisor and preparation experience

Competencies

• Strong leader who leads by example
• Meticulous attention to detail and high regard for quality
• Strong client service focus
• Responsive to the needs of colleagues and clients
• High integrity with strong work ethic
• Excellent decision-making and critical problem-solving capabilities
• Master multi-tasker
• Community-minded and involved
• Advanced time management and analytical skills
• Professional communication skills for oral, written, and in-person

Overview          

This person will apply principles of accounting and in-depth knowledge of the client's businesses to provide solid business advice and analyze financial information. The goal is to help improve the client's business and become their “Most Valued Advisor,” using this knowledge in all facets of our firm's services. This includes planning, compliance, research, and business development.

Managers are CPAs with six or more years of experience in public accounting. You will be assigned to head up the firm’s accounting division, directly managing the senior and staff accountants in the areas of compilations, reviews, and business taxes. You will assign tasks to entry-level associates and oversee the day-to-day management of data collection, advanced-level research, and client's issues.

Essential Duties 

You will assume the responsibility for the coordination and completion of accounting, compilations, reviews, payroll, and tax projects. You will coordinate the firm’s project management software to ensure the firm is efficiently delivering quality service to our clients, while maintaining positive client and employee relationships. In addition, you will perform more complex technical work, conduct technical research, and resolve problems.  

• Engagement management, including billing, collection, and project budgeting
• Peer review of trial balance preparation and compilations
• Prepare and review various tax returns, assuring compliance with federal, state, and local tax laws and regulations
• Deliver complete and accurate job assignments to partners for review
• Effective in representing the firm throughout the community
• Supervising and mentoring the staff

Manager’s Responsibilities 

• Direct all phases of engagement planning and administration
• Assume the responsibility for the coordination and completion of accounting, compilations, review, and tax projects assigned
• Coordinate the firm’s project management software to ensure we meet all deadlines
• Assist in the development and maintenance of quality staff
• Drive growth and profits for the firm
• Promote efficiencies through planning and act as a liaison between the clients and the firm.
• Keep up to date on current laws and practices for the tax and accounting firm
• To assist the firm’s partners to ensure the firm’s policies, procedures, and mission statement are being maintained

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Certified Public Accountant (CPA) or Master of Business Administration (MBA) with five years supervisor experience
• Enrolled Agents (EA) with five years of Supervisor Experience

Overview

The senior tax manager is responsible for leading the team and ensuring the team delivers exceptional service while retaining talented people through strong leadership and coaching/mentoring relationships.  

Responsibilities

• Reviews of all business, individual, non-profit, trust/estate tax returns
• Reviews all entity/tax structures and tax elections
• Assists firm manager/partner with tax management and tax planning review
• Manages workflow daily, ensuring deadlines are met and work is completed accurately as assigned
• Reviews of trial balance preparation and compilations
• Assists in developing and maintaining quality staff
• Assists in training staff on preparing all tax returns
• Assists firm managing partner in any complex tax issues 
• Prepares individual and corporate tax returns
• Reviews staff tax projects to ensure all firm policies and procedures are being followed accurately
• Adheres to mission statement
• Promotes efficiencies through planning and acts as a liaison between the clients and the firm
• Drives growth and profits
• Keeps up to date with current laws and practices for the tax side of the firm
• Handles other projects/issues that may arise

Education and Experience

• Certified Public Accountant
• Three years of tax advisor and preparation experience

Competencies

• Strong leader who leads by example
• Meticulous attention to detail and high regard for quality
• Strong client service focus
• Responsive to needs of colleagues and clients
• High integrity with strong work ethic
• Excellent decision-making and critical problem-solving capabilities
• Master multi-tasker
• Community-minded and involved
• Advanced time management and analytical skills
• Professional communication skills for oral, written, and in-person

Overview  

The accounting partner applies principles of accounting and in-depth knowledge of your client's businesses to provide solid business advice and analyze financial information. The goal is to help improve the client's business and become their “Most Valued Advisor” while using this knowledge in all facets of our firm's services. This includes planning, compliance, research, and business development.

Firm partners are at the top end of the hierarchy. Partners typically buy equity in the organization, making them partial owners and entitled to a share of the profits. Partners have the ultimate authority over decisions on operations, and finances are made by the managers.

Essential Duties and Responsibilities

• Tax season and non-tax season management reviews of all compilation and reviews
• Tax season and non-tax season management reviews of all payroll, bookkeeping, business plans, business projections, business valuations, entity/tax structures, and tax elections.
• Tax season preparation of individual and corporate tax returns
• Tax season and non-tax season staff training on projects they are responsible for
• Tax season and non-tax season assistance for the firm manager with any complex accounting issues
• Non-tax season community involvement
• Non-tax season recruitment of new clients
• Non-tax season review of staff projects to ensure all firm policies and procedures are being followed and projects are correct
• Non-tax season review of staff, firm, and billing efficiencies

Management’s Duties and Responsibilities

• Direct all phases of engagement planning and administration
• Assist in the development and maintenance of quality staff
• Drives growth and profits
• A strong leader who sets a good example, both in and outside of the firm
• Promote efficiencies through planning and act as a liaison between the clients and the firm
• Keep up to date on current laws and practices for the tax and accounting firm
• Assist the firm’s managers to ensure the firm’s policies, procedures, and mission statement are being maintained
• Lives and breathes the firm’s core values every day
• Handling of other issues that may arise

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Certified Public Accountant (CPA)

Overview  

In this position, you will apply principles of accounting and in-depth knowledge of your clients' businesses to provide solid business advice and analyze financial information. The goal is to help improve the client's business and become their “Most Valued Advisor,” using this knowledge in all facets of our firm's services, such as planning, compliance, research, and business development.

Firm partners are at the top end of the hierarchy. Partners typically buy equity in the organization, making them partial owners and entitled to a share of the profits. Partners have the ultimate authority over decisions on operations, and finances are made by the managers.

Essential Duties and Responsibilities

• Tax season preparation of live individual tax returns
• Tax season and non-tax season support for the firm's manager in any complex tax task, firm policy, procedure, or accounting issues
• Tax season and non-tax season handling of the firm’s payroll and accounts payable
• Tax season and non-tax season management of one to three full accounting accounts to review and manage
• Non-tax season community involvement
• Non-tax season recruitment of new clients
• Non-tax season review of accounting and tax projects to ensure all firm policies and procedures are being followed and projects are correct
• Non-tax season review of staff, firm, and billing efficiencies

Management’s Duties and Responsibilities

• Direct all phases of engagement planning and administration
• Assist in the development and maintenance of quality staff
• Drive growth and profits
• Strong leader who sets a good example, both inside and outside of the firm
• Promote efficiencies through planning and act as a liaison between the clients and the firm
• Keep up to date on current laws and practices for the tax and accounting firm
• Assist the firm’s partners in ensuring the firm’s policies, procedures, and mission statement are being maintained
• Live and breathe the firm’s core values every day
• Handle any other issues that may arise

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Certified Public Accountant (CPA) with a minimum of a bachelor’s degree (BA) from a four-year college or university
• EA with at least 10 years of well-rounded experience
• Equivalent combination of education and experience

Overview       

A tax partner applies principles of accounting and in-depth knowledge of your client's businesses to provide solid business advice and analyze financial information while helping to improve the client's business and become their “Most Valued Advisor." You will use this knowledge in all facets of our firm's services, including planning, compliance, research, and business development.

Firm partners are at the top end of the hierarchy. Partners typically buy equity in the organization, making them partial owners and entitled to a share of the profits. Partners have the ultimate authority over decisions on operations, and finances are made by the managers.

Essential Duties and Responsibilities

• Tax season management reviews of all business, individual, non-profit, and trust/estate tax returns
• Tax season preparation and training of staff on all tax returns
• Tax season and non-tax season assistance for our firm manager in any complex tax issues
• Non-tax season community involvement
• Non-tax season recruitment of new clients
• Non-tax season review of staff tax projects to ensure all firm policies and procedures are being followed and projects are correct
• Non-tax season review of staff, firm, and billing efficiencies

Management’s Duties and Responsibilities 

• Direct all phases of engagement planning and administration
• Assist in the development and maintenance of quality staff.
• Drives growth and profits
• Strong leader who sets a good example, in and outside of the firm
• Promote efficiencies through planning and act as a liaison between the clients and the firm
• Keep up to date on current laws and practices for the tax and accounting firm
• Assist the firm’s managers in ensuring the firm’s policies, procedures, and mission statement are being maintained. 
• Lives and breathes the firm’s core values every day
• Handle other issues that may arise

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The candidate should have robust interpersonal, communication, and project management skills. The duties and responsibilities listed above are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Certified Public Accountant (CPA)