Tax Preparersenior tax accountant

Yardley, PA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Client is a small to medium sized accounting firm which allows us to better serve individual business needs and save our clients time and money. Serves clients primarily in the Tri-State area of Pennsylvania New Jersey and Delaware. Client is looking to hire a full-time Tax Manager to manage our client base and handle the tax preparation and accounting services by doing the work and/or reviewing the work done by staff.

Duties Responsibilities

Tax Services
Provide full-service preparation of the tax needs and requirements for individuals partnerships corporations and estates including providing guidance (e.g.S 1)
Provide complete services for Federal Tax Preparation; State Local Tax Preparation; Estate Trust Inheritance Tax Preparation; Payroll Tax Preparation; Tax Estate Planning; Tax Resolutions
Provide client relationship client management to help support Client’s 800 business and 1700 individual clients.

Accounting Services

Provides or oversees professional accounting services to business owners executives and independent professionals
Provide or oversees bookkeeping primarily on QuickBooks or QuickBooks Online bank and account reconciliations. Accounting services may also include preparation of sales and use tax returns and assisting clients in filing these monthly returns.
Prepare where applicable financial statements based on client requirements.
Streamline operations to become more paperless virtual more automated and efficient train and educate staff

Critical Skills Experience

A “Doer” not afraid to roll up sleeves
Hands on not a delegator for deliverables reports and tools
Tax Software is Ultra Tax with Onvio
QuickBooks Desktop/QuickBooks Online expertise
Technology savvy proficient user of MS Office tools

Education Certification:

Bachelors degree in Accounting or Advanced degree (preferred)
Enrolled Agent or CPA designation (preferred)

Required Education Years of Experience:

5 Years of experience in tax preparation for individuals partnerships corporations and estates

Benefits:

Paid time off for holidays vacation (4 weeks of vacation)
401(k) Plan immediate eligibility
Virtual remote work options