Staff Tax Accountant

Shapiro & Co., An Accountancy Corporation; San Diego (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

SIMPLE retirement plan

Continuing education

Job summary

Shapiro & Co., An Accountancy Corporation, a San Diego-based firm, seeks a staff-level accountant to prepare tax returns for individuals, partnerships, corporations, and trusts. You will handle quarterly estimated payments and assist with audits, research, and financial statement preparation.

Ideal candidates have 1–3 years in public accounting, a degree in Accounting or Tax, strong organization, and client-focused communication.

Qualifications

• 1–3 years of experience in public accounting.
• Excellent organization and time management skills.
• Strong written and verbal communication with a client-service focus.
• Able to work within a team and report to multiple people.

Responsibilities

• Prepare individual, partnership, corporate, and trust tax returns.
• Prepare federal and state quarterly estimated tax payments.
• Prepare monthly compiled financial statements with bank reconciliations and journal entries.
• Assist with tax audits and tax research.
• Manage multiple tasks and meet deadlines.
• Communicate effectively with clients and staff.
• Produce organized and professional client deliverables.

Skills

Organization & time management

Client communication

Team collaboration

Detail-oriented

Education

Accounting or Tax degree

Tools

Lacerte

Excel

Canopy

Job description

Company Description

Shapiro & Co., An Accountancy Corporation, is a San Diego-based firm that has provided personalized tax and financial guidance to individuals and businesses since 1993. The firm offers a full range of services from basic tax management and accounting to tax and financial planning, management consulting, and financial statement compilation. Team members collaborate closely to deliver detailed analysis and careful attention to every client engagement. A commitment to high professional standards and individualized service has led to strong client relationships and consistent repeat business.

Role Description

• Preparation of Individual, Partnership, Corporate and Trust tax returns
• Preparation of federal and state quarterly estimated tax payments
• Preparation of monthly compiled financial statements including bank reconciliations, and adjusting journal entries
• Assist with tax audits and tax research projects
• Take ownership of tasks and work with others to prioritize work assignments
• Effective time management including handling multiple engagements at one time and meeting deadlines
• Communicate well with clients and other staff members
• Produce organized and professional work product
• Dedicated to meeting and exceeding the expectations and requirements of internal and external clients

Qualifications

• 1-3 years of experience in public accounting
• Undergraduate or graduate degree in Accounting or Tax
• Excellent organization and time management skills
• Highly detail-oriented, organized and proactive
• Strong written and verbal communication skills with a client-service focus
• Strong computer skills; knowledge of Lacerte, Excel, and Canopy a plus
• Technical skills reflective of experience
• An ability to work within a team framework and comfortable reporting to multiple people

Our benefits include

• Competitive salary
• SIMPLE retirement plan
• Continuing education

Annual compensation:Dependent on abilities and experience