Responsibilities:
•    Primary client contact & relationship with assigned clients
•    Review of client files and preparation of primarily Individual, Partnership, S-Corp Tax Returns (95% of our business returns are made up of these entities)
•    Minor preparation and review of C-Corp, Fiduciary, and Estate tax returns
•    May prepare/review payroll and sales tax returns
•    Analyze client general ledger, financials, and transactions and be able to provide necessary journal entries
•    Quarterly and year-end tax planning for client to minimize overall tax liability including the preparation of estimated tax payments for both individuals and businesses
•    Research tax related questions using CCH software and respond to client in timely manner
•    Communicate directly with various tax agencies (IRS/FTB)
 rewrite as role overview

Qualifications

1. Education Requirement: A degree in Business or Accounting is essential, providing a foundational understanding of business and accounting principles.

2. Licensing Preference: Preferably holds a Certified Public Accountant (C.P.A.) license; alternatively, an Enrolled Agent (E.A.) license is recommended. Support through the licensing process is available.

3. Experience Criteria: Minimum 4-6 years of recent experience in public accounting or relevant tax-related roles.

4. Licensing Support: The employer is committed to supporting candidates without a C.P.A. license through the licensing process, showcasing a dedication to professional development.