Senior Tax Preparer

Richard O. LaPointe CPA PC; North Andover (MA); Vor Ort; USD 70.000 - 120.000; Vollzeit

Benefits dieser Stelle

Bereavement leave

Continuing education credits

Dependent health insurance coverage

Health insurance

Paid sick time

Paid time off

Paid training

Retirement plan

Tuition reimbursement

Zusammenfassung

NAEA in North Andover, MA seeks a licensed CPA or EA to prepare and review individual and small business tax returns, including partnerships and trusts. You will interpret tax law and guide clients through filing requirements.

Responsibilities include preparing tax returns (1040, 1041, 1065, 1120-S), payroll reports, 1096/1099s, and analyzing client records with QuickBooks; you will explain concepts clearly and maintain professional communication.

Qualifikationen

• Bachelor’s degree in Accounting or Finance preferred.
• Tax experience, tax return preparation, individual tax, accounting, tax reporting, and strong client communication and analysis skills.
• Working knowledge of GAAP, double-entry bookkeeping, debits and credits, account reconciliation, and financial statement preparation.
• Familiarity with UltraTax CS, Fixed Assets CS, Accounting CS, QuickBooks Desktop and Online; Excel proficiency.
• 3–5 years of experience in completing individual and small corporate returns preferred.
• Solid working knowledge of federal and Massachusetts tax law.
• Ability to manage multiple engagements and meet filing deadlines.

Aufgaben

• Prepare, review, and reconcile tax returns (1040, 1041, 1065, and 1120-S), supporting schedules, and financial statements; verify general ledger balances and account activity.
• Prepare quarterly and annual payroll reports (federal and state).
• Prepare annual Form 1096/1099s.
• Analyze client records, including bookkeeping, payroll, accounts payable, balance sheets, and investment information, using accounting software such as QuickBooks.
• Active PTIN
• Explaining technical tax concepts clearly to clients with different levels of financial knowledge.
• Communicating, written and verbally professionally with clients.

Kenntnisse

Tax experience

Tax return preparation

Client communication

Analytical skills

Multitasking

Licensure CPA/EA

Ausbildung

Bachelor’s degree in Accounting or Finance

CPA or EA license (preferred)

Tools

UltraTax CS

Fixed Assets CS

Accounting CS

QuickBooks Desktop

QuickBooks Online

Excel

Jobbeschreibung

Candidate needs to be a licensed CPA or EA and will prepare and review individual and corporate tax returns, including partnerships and trusts. Interpret tax law, and guide clients through requirements.

• Prepare, review, and reconcile tax returns (1040, 1041, 1065, and 1120-S), supporting schedules, and financial statements; verify general ledger balances and account activity.


• Prepare quarterly and annual payroll reports (federal and state).


• Prepare annual Form 1096/1099s.


• Analyze client records, including bookkeeping, payroll, accounts payable, balance sheets, and investment information, using accounting software such as QuickBooks.


• Active PTIN


• Explaining technical tax concepts clearly to clients with different levels of financial knowledge.


• Communicating, written and verbally professionally with clients.

Experience

• Bachelor’s degree in Accounting or Finance preferred.


• Required: Tax experience, tax return preparation, individual tax, accounting, tax reporting, and strong client communication and analysis skills.


• Required: Working knowledge of accounting principles, including generally accepted accounting principles (GAAP), double-entry bookkeeping, debits and credits, account reconciliation, and financial statement preparation.


• Familiarity with UltraTax CS, Fixed Assets CS, Accounting CS, Quick Books Desktop and On-Line.
  Proficiency in Excel.


• 3–5 years of experience in completing individual and small corporate returns preferred.


• Solid working knowledge of federal and Massachusetts tax law.


• Ability to manage multiple engagements and meet filing deadlines.

Benefits

• Bereavement leave


• Continuing education credits


• Dependent health insurance coverage


• Health insurance


• Paid sick time


• Paid time off


• Paid training


• Retirement plan


• Tuition reimbursement