Julia Clark & Associates is seeking a full or part-time Tax Accountant, Tax Return Preparer responsible for preparing federal and state return filings for individuals, trust, partnerships, and corporations, as well as review, analysis and utilization of client accounting information and records.
Julia Clark & Associates is a boutique tax firm providing tax advisory, planning, consulting and tax preparation services for a sophisticated client base including partnerships, individuals, trusts and corporations. We offer challenging work and client assignments to advance your tax and client advisory career. We offer a competitive salary, excellent benefits including paid time off, 401K, dental and health insurance and parking.
Responsibilities/Duties/Functions/Tasks
- Prepare tax return filings including review, analysis and utilization of client information and documents.
- Compile, prepare and assemble neat, organized and referenced work papers and tax files
- Independently endeavor to resolve open items and issues in conjunction with collaboration with clients and Firm management
- Effectively prioritize and organize timely completion of work assignments including coordination of work priorities through collaboration with supervisors
- Perform tax client research including drafting clear and concise memoranda or notes to tax files as appropriate. Suggest tax planing ideas and improvements and consulting with clients and co-workers.
Qualifications
A successful candidate will have the following qualifications:
- Bachelors in Accounting
- CPA license or working towards CPA licensure
- 4+ years tax return preparation experience in a professional services firm or public accounting firm
- Strong Quickbooks, Microsoft Office and Excel skills
- Computer literate and effectively utilize tax software
- Proficient in CCH ProFx Tax Software is a plus
- Excellent verbal and written communication skills
- Ability to build client relationships, and general consulting skills
- Exhibits professionalism including appearance, demeanor and behavior
Salary commensurate with experience and qualifications
Job Type: Full-time/Part-time or Seasonal
Salary: $90,000.00 to $100,000.00 /year