Senior AccountantTax Specialist

Job Description: Senior Accountant/Tax Specialist

Job Overview: We are seeking a Senior Accountant/Tax Specialist with a strong background in accounting and tax returns to join our team. The ideal candidate will have the ability to train others take on challenging projects and potentially bring in their own business through networking. Our ultimate goal is for the candidate to grow with the firm and eventually become a partner.

Key Responsibilities:

1. Tax Preparation and Review:

   • Prepare and review complex tax returns.
   • Ensure compliance with federal state and local tax regulations.
   • Provide tax planning and consulting services to clients.

2. Accounting Services:

   • Perform accounting functions including bookkeeping financial statements and audits.
   • Assist with forensic accounting and M&A projects as needed.

3. Client Interaction:

   • Direct contact with clients to understand their needs and provide solutions.
   • Participate in client meetings and discussions.

4. Training and Development:

   • Train and mentor junior staff members.
   • Develop and enhance critical thinking and management skills.

5. Business Development:

   • Network and bring in new clients; receive 17.5% commission for new clients (35% for two years).
   • Engage in strategic planning for the firm's growth.

6. Collaboration and Teamwork:

   • Work closely with partners and other staff on various projects.
   • Foster a teamoriented environment and contribute to the firm’s inclusive culture.

Qualifications:

• Education and Experience:

  • Bachelor’s degree in Accounting Finance or related field.
  • CPA certification preferred.
  • Extensive experience in preparing and reviewing tax returns.
  • Strong accounting background with the ability to perform diverse accounting functions.

• Skills and Attributes:

  • Excellent critical thinking and problemsolving skills.
  • Strong communication skills; training in communication (e.g. Sandler Sales Training) is a plus.
  • Ability to manage multiple tasks and meet deadlines.
  • Approachable and teamoriented with a willingness to mentor and support colleagues.
  • Motivated to bring in new business and grow within the firm.

Compensation and Benefits:

• Commission: 17.5% for bringing in new clients; 35% per client for two years.
• Pay: 25% of billable hours in direct pay.
• Work Hours: Flexible work hours with peak times requiring extended hours (8:30 AM to 8:30 PM during tax season).
• Additional Benefits:
  • Support for networking group membership (e.g. BNI).
  • Complete transparency and inclusivity in all company financials and decisions.
  • Opportunity to join the CPA PartnerInTraining program.
  • No office politics; positive and supportive work environment.