Jobs
Date Posted: July 19, 2022
Job Summary
The mission of the Tax Accountant is to prepare individual, corporate and partnership income tax returns, provide accounting services to existing and new clients, provide income tax research and business analysis for cost and tax savings ideas, prepare income tax projections, and perform some bookkeeping and payroll services for existing clients. The successful candidate will also assist in preparing financial plans and analysis and to assure that the owner/head advisor is working on only those tasks that only he can perform. This includes assisting the financial planner with client service administration, quality assurance, account maintenance and on-boarding, client communication and relationship building, client meeting preparation, business development, marketing development, compliance reporting, & event planning.
Responsibilities and Duties
Income Tax Preparation for individuals, corporations, partnerships, and fiduciary returns
Assist in the preparation of financial plans and updating plans to make sure clients are on track with their goals based on their value system.
Provide income tax research on various client needs
Schedule client meetings, confirm client meetings
Assist with Client Relations Management (CRM) software is up to date and utilized to full capacity including entering and tracking action items in CRM
Coordinate monthly and quarterly review actions,
Compliance reporting, quarterly tax reports
Annual Payroll and Contract Labor tax reporting
Provide excellent customer service by helping clients resolve their questions with the highest level of courtesy possible.
Mail, Fax & File Management which will include mailing and faxing any necessary paperwork to clients or companies. Assist in scanning project to convert files from paper to electronic.
General Support