Tax Accountant

R. Peter Heyse CPA; Ludington (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Health savings account

Vision insurance

401(k)

Job summary

R. Peter Heyse CPA is seeking a detail-oriented tax professional to prepare income tax returns for individuals and entities, perform write-up work, and handle payroll and sales tax forms. The role requires collaboration with clients and team members to ensure accurate, timely deliverables.

You will work with tax software (Intuit ProSeries) and QuickBooks, maintain client files, and communicate effectively with authorities and clients to meet deadlines.

Qualifications

• Bachelor's degree preferred.
• Income Tax and Accounting: 2 years experience preferred.
• Proficiency with tax software (Intuit ProSeries) and QuickBooks.

Responsibilities

• Prepare income tax returns for Individuals, Corporations, Partnerships, Estates and Trusts, and Nonprofits, including direct client contact and file maintenance.
• Prepare monthly client write-up work from raw data to Adjusted Trial Balance.
• Prepare client payroll, payroll tax and sales tax forms from client information.
• Prepare and monitor engagements letters on each client engagement.
• Familiarity with general ledger analysis and adjustment procedures.
• Research tax issues and participate in issue resolution with team members.
• Interact with taxing authorities and meet client deliverables and deadlines.
• Utilize Microsoft Office applications and tax software (ProSeries, QuickBooks).

Skills

Client communication

Written and verbal communication

Tax research

Time management

Team collaboration

Attention to detail

Education

Bachelor's degree (Preferred)

Tools

Intuit ProSeries

QuickBooks

Microsoft Excel

Microsoft Word

Job description

• Prepare income tax returns for Individuals, Corporations, Partnerships, Estates and Trusts, and Nonprofits, including direct client contact, maintenance of client files, and complete preparation of returns for review.
• Prepare monthly client “write-up work”, from the raw data supplied by the client through to the Adjusted Trial Balance (ATB).
• Prepare client payroll, payroll tax and sales tax forms from client provided information.
• Prepare and monitor engagements letters on each client engagement.
• Complete knowledge of general ledger analysis and adjustment procedures.
• Familiarity with the technical rules of the income tax code and state rules including ethics.
• Possess or acquire the ability to research complex tax issues and participate in issue resolution with other team members.
• Familiarity with payroll tax rules and sales tax rules.
• Communication skills, both written and verbal, adequate to satisfy client expectations, interact with taxing authorities, and work amiably with all other firm members.
• Working knowledge of Microsoft Office, Excel and Word.
• The ability to recognize due date priorities and client expectations and produce client deliverables within those priorities and expectations.
• Working knowledge of tax preparation software. (We use Intuit ProSeries.)
• Working knowledge of QuickBooks products.
• 401(k)
• Health insurance
• Health savings account
• Vision insurance

Education and Experience:

• Bachelor's (Preferred)
• Income Tax and Accounting: 2 years (Preferred)