Tax Preparer Associate

CJBS; Deerfield (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

CJBS in Deerfield, Illinois is looking for a Tax Preparer Associate who will be responsible for preparing tax returns and financial statements. Candidates must have a Bachelor's degree in Accounting or Business and ideally be CPA eligible. Proficiency in Microsoft Office Suite, CCH Axcess, and tax preparation software is desired. This role emphasizes professional growth towards CPA certification and requires strong communication skills. The position promotes teamwork and independent working capabilities.

Qualifications

• Zero to four years of experience in accounting or tax preparation.
• Familiarity with relevant legal and regulatory requirements.
• Understanding of professional standards.
• Ability to teach, mentor, and demonstrate leadership skills.

Responsibilities

• Become familiar with the firm's policies and procedures.
• Understand professional standards and legal requirements.
• Work toward passing the CPA exam.
• Prepare a variety of tax returns under supervision.
• Perform bookkeeping tasks and bank reconciliations.

Skills

Proficient in Microsoft Office Suite

Proficient in CCH Axcess or similar products

Experience with QuickBooks and tax preparation software

Ability to work independently

Education

Bachelor’s degree in Business and Accounting

CPA, EA, or CPA eligible preferred

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.
• If assigned primarily to 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.
• If assigned primarily to 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 Information 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