Reports To: Partner, Partner Advisor
Prepare and file federal, state, and local tax returns for individuals and businesses
Ensure timely submission of all tax documents and filings
Research and interpret tax laws and regulations and stay updated on tax regulations and
accounting standards
Preparation of income tax basis compilation financial statements (Balance sheet, income
statement, cash flow statements, etc.)
Review and analyze financial data to ensure compliance with accounting standards
Completing tax closings for year-end and posting adjustments to the books and records
Bachelors degree in accounting, finance, or related fieldExperience as a financial statement and tax preparerProficiency in accounting software:CCH AxcessCasewareMicrosoft ExcelCCH AxcessCasewareMicrosoft ExcelKnowledge of tax laws, regulations, and filing proceduresExcellent attention to detail and organization skillsAbility to meet tight deadlines and handle multiple tasks simultaneouslyCPA or other relevant certification is a plus
Primary Relationships: Partner Team
