Tax Senior - CPA

MCCALL & ASSOCIATES CPAS PLLC; Cornelius (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Simple Retirement Plan

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job summary

MCCALL & ASSOCIATES CPAS PLLC in Cornelius, NC is seeking a knowledgeable Tax Professional to join our team. You will prepare clients’ tax filings and advise on strategies to maximize savings and make sound financial decisions.

The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Qualifications

• Bachelor’s degree in accounting or a related field.
• Valid PTIN and CAF number.
• 5 years of experience as a Tax Professional.
• Knowledge of federal and state tax laws.
• Skills in Microsoft Excel, QuickBooks (PC and Online), Ultratax.

Responsibilities

• Analyze income statements, previous tax returns, and other financial records to determine taxable income.
• Prepare financial statements.
• Provide sound advice to clients on minimizing their tax obligations.
• File taxes in an accurate and timely manner.
• Prepare Sales tax reports - multi-state.
• Prepare payroll reports - limited.
• Communicate with tax authorities when necessary.

Skills

Analytical skills

Mathematical proficiency

Verbal and written communication

Tax knowledge

Education

Bachelor’s degree in accounting

Tools

Microsoft Excel

QuickBooks - PC and Online

Ultratax

Job description

Benefits

• Simple Retirement Plan
• Bonus based on performance
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Benefits/Perks

• Careers Advancement Opportunities
• Flexible Scheduling
• Competitive Compensation

Job Summary

We are seeking a knowledgeable Tax Professional to join our team. In this role, you will prepare clients’ tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Responsibilities

• Analyze income statements, previous tax returns, and other financial records to determine taxable income
• Prepare financial statements
• Provide sound advice to clients on minimizing their tax obligations
• File taxes in an accurate and timely manner
• Prepare Sales tax reports - multi-state
• Prepare payroll reports - limited
• Communicate with tax authorities when necessary

Qualifications

• Bachelor’s degree in accounting or a related field
• Valid Preparer Tax Identification Number (PTIN) and CAF number
• Previous 5 years of experience as a Tax Professional
• Knowledge of federal and state tax laws
• Skilled in Microsoft Excel, QuickBooks -PC and Online, Ultratax
• Excellent mathematical and analytical skills
• Strong verbal and written communication skills