Responsibilities
- Oversee and review the preparation and filing of federal state and local tax returns for individuals and businesses.
- Ensure compliance with all tax regulations and maintain up-to-date knowledge of changes in tax laws.
- Conduct financial statement preparation and analysis to support tax planning strategies.
- Manage general ledger reconciliation processes to ensure accuracy in financial reporting.
- Collaborate with clients to develop effective financial planning strategies that optimize their tax positions.
- Provide guidance on wills trusts estate law and other related financial matters.
- Analyze complex financial data to identify trends risks and opportunities for clients.
Skills
- Strong knowledge of GAAP principles and technical accounting practices.
- Proficiency in financial planning techniques and strategies.
- Experience in financial statement preparation and analysis.
- Knowledge of wills trusts estate law and its impact on taxation.
- Experience reviewing formsS
- Experience using CCH Axcess CCH Engagement is a must
In this position we are open to a full time or a seasonal role. The expectation would be to sit in our office with the flexibility of working from home on a fixed schedule.
Job Types: Full-time Seasonal
Pay: $90000.00 - $110000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunities for advancement
- Paid time off
- Vision insurance
Schedule:
Experience:
Ability to Commute:
- Rochester NY 14623 (Required)