Senior Accountant

MedOp Solutions; Rolling Meadows (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

MedOp Solutions in Rolling Meadows, IL seeks a Senior Tax Accountant to join an established public accounting firm focused on individual and business tax preparation. The ideal candidate has 5+ years in public accounting and can handle engagements in a small-firm setting.

The role focuses on returns for Individuals, Partnerships, S corporations and C corporations, with potential work on financial statements as needed. Strong Excel and Word skills and QuickBooks Online experience are valued.

Qualifications

• Minimum 5 years of public accounting experience.
• Strong tax preparation experience.
• Experience preparing returns for Individuals, Partnerships, S corporations and C corporations.
• Experience using sophisticated professional tax preparation software.
• Strong working knowledge of Microsoft Excel and Word.

Responsibilities

• Prepare federal and state income tax returns for Individuals, Partnerships, S corporations, and C corporations.
• Collaborate with business clients and their records to support tax prep and planning.
• Review client financial information in QuickBooks / QuickBooks Online.
• Use professional tax software to prepare and process returns.
• Communicate with clients to gather information and resolve questions.
• Manage assigned work and deadlines, especially during tax season.
• Utilize Excel and Word daily in accounting and tax tasks.
• Assist with additional engagements such as compiled/reviewed/audited statements as needed.
• Work directly with firm ownership and accounting team, in a small office.
• Contribute to a collaborative, accessible work environment and take on more complex work over time.

Skills

Tax preparation

Public accounting

Client communication

Financial statement prep

Tools

QuickBooks Online

Excel

Microsoft Word

Lacerte / other tax software

Job description

The Senior Tax Accountant will join an established public accounting firm and primarily support individual and business tax preparation. The ideal candidate will bring at least five years of public accounting experience and be comfortable independently working through tax engagements in a small-firm environment.

The position will primarily focus on tax preparation for individuals, partnerships, S corporations, and C corporations. Candidates with additional financial statement, compilation, review, or audit experience are highly desirable.

This individual should be able to come into the firm with a solid public accounting foundation and take on meaningful work without needing to be trained from the ground up on public accounting processes.

Key Responsibilities

• Prepare federal and applicable state income tax returns for: Individuals, Partnerships, S corporations, C corporations
• Work with business clients and their accounting records to support tax preparation and planning.
• Review and work with client financial information maintained within QuickBooks and QuickBooks Online.
• Utilize professional tax preparation software to prepare and process returns.
• Communicate with clients as necessary to gather information, resolve questions, and complete tax engagements.
• Manage assigned work and deadlines, particularly during tax season.
• Utilize Excel and Microsoft Word as part of daily accounting and tax responsibilities.
• Potentially assist with additional accounting engagements depending on experience, including: Compiled financial statements, Reviewed financial statements, Audited financial statements
• Work directly with firm ownership and other members of the accounting team.
• Collaborate with colleagues in a small-office environment where communication and accessibility are important.
• Take on increasingly sophisticated work based on experience and capability.

Required Experience

• Minimum 5 years of public accounting experience.
• Strong tax preparation experience.
• Experience preparing returns for multiple entity types, particularly: Individuals, Partnerships, S corporations, and C corporations
• Experience using sophisticated professional tax preparation software.
• Strong working knowledge of: Microsoft Excel and Microsoft Word

Strongly Preferred Experience

• QuickBooks Online (QBO) experience.
• Experience with financial statement preparation.
• Review experience.
• Previous experience within a small or midsized public accounting firm.

Tax Software

Candidates do not need prior experience with the firm's exact software (Lacerte) as long as they have worked with sophisticated tax preparation software at another public accounting firm.