Tax Preparer Associate

CJBS Cjbs, Llc; Deerfield (IL); On-site; USD 45,000 - 60,000; Full time

Job summary

CJBS Cjbs, Llc is seeking a Tax Preparer Associate in Deerfield, Illinois, to assist with tax and financial statement engagements. Ideal candidates will hold a Bachelor’s degree in Business and Accounting and possess CPA eligibility. Responsibilities include preparing tax returns and financial statements under supervision.

The position expects proficiency in Microsoft Office Suite and familiarity with accounting software. A strong desire to learn and grow in a team environment is essential.

Qualifications

• Zero to four years of experience in accounting or tax preparation.
• Demonstration of growing technical abilities and communication skills.
• Ability to teach, mentor, and foster team building.

Responsibilities

• Become familiar with the firm’s policies and procedures.
• Assume responsibility for the completion of tax returns under supervision.
• Prepare trial balances and propose adjustments.

Skills

Proficient in Microsoft Office Suite (Word, Excel)

Ability to work independently

Familiarity with QuickBooks and tax preparation software

Education

Bachelor’s degree in Business and Accounting

CPA, EA, or CPA eligible preferred

Tools

CCH Axcess or similar products

Job description

Individuals at this level normally have a college degree with a major in accounting and the requisite hours to be CPA eligible, and generally have from zero to four years of experience. Tax Preparer Associates are expected to:

Responsibilities

• Become familiar with the firm’s policies and procedures.
• Understand professional standards and applicable legal and regulatory requirements.
• Progress professionally by working toward passing the CPA exam in an expeditious, planned manner.
• Financial Statement / Attest engagements
  • Become familiar with pronouncements of the FASB and AICPA, and if/when assigned to governmental engagements, GAO and GASB.
  • Become proficient in preparing a variety of financial statements in the industries they’re exposed to.
  • Obtain exposure on the types of financial statement engagements offered by the firm.
  • Assume responsibility for unaudited financial statement engagements or segments of audits under supervision of more experienced staff.
  • Prepare trial balances and propose adjustments.
• Tax engagements
  • Become familiar with pertinent IRC sections and regulations.
  • Obtain a working knowledge of research techniques and the various research sources in the firm library.
  • Become proficient in the preparation of level appropriate tax returns including corporate, individual, partnership, fiduciary, or other tax returns prepared by the firm.
  • Assume responsibility for the completion of tax returns under the supervision of more experienced staff.
  • Prepare tax trial balance and propose adjustments to the unadjusted numbers.
  • Become familiar with a common book to tax schedule M-1 differences.
  • Become proficient in bookkeeping tasks that are often an element of the assigned jobs. Included in this is performing a bank reconciliation and identifying reconciled items.

Qualifications

• Proficient in Microsoft Office Suite (Word, Excel)
• Proficient in CCH Axcess or similar products
• Experience or familiarity with QuickBooks and tax preparation software is a plus
• Ability to work independently in a team atmosphere
• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Additional Items for Advancement

• Demonstration of growing technical abilities and communication skills
• Ability to teach, mentor, and foster team building
• Demonstrate leadership skills and potential
• Thirst for knowledge and desire to work hard and meet the demands of clients