Overview In this role you will support clients by handling their accounting needs, preparing tax returns, and offering strategic financial guidance. You will work closely with clients and colleagues to ensure accurate statements, compliance, and efficient workflows. The position emphasizes staying current with tax laws and accounting standards to deliver best practices. This is a collaborative, growth-oriented opportunity in a supportive environment where you help clients optimize financial outcomes.
Responsibilities- Prepare and review financial statements (balance sheets, income statements) for accuracy and compliance
- Manage preparation of individual, corporate, and partnership tax returns under federal/state rules
- Process complex tax returns
- Maintain organized records of financial transactions and tax filings
- Communicate with clients to gather information and provide updates
- Collaborate with colleagues to improve accounting workflows and client service
- Stay informed on tax law and accounting standard changes
- Assist clients with complex tax filings and resolve related issues
- Provide guidance on using accounting and tax software to streamline processes
Key requirements- experience as Sr. or Staff Accountant & Tax Preparer
- attention to detail
- strong communication with clients
- ability to stay updated on tax laws
- communication with clients
- collaboration and teamwork
- attention to detail
- accounting software
- tax software
- financial statement preparation
