Job Description
Job DescriptionSalary: $65,000/year
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AboutCSIGroup
CSIGroupisaleadingfinancialservicesfirmtransforminghowAmericasmiddleclassexperiencesfinancialsecurity.Weenrichlivesandlegaciesbyprovidingpersonalizedfinancialplanning,tax,andestatesolutionsthatempowerindividualsandfamiliestoachievelastingprosperity.Ourmissionissimpleyetpowerful:tosimplifyfinancialsecurityandremoveuncertaintyforAmericasmiddleclass.
OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture.
AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset.
These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
Position Overview:
The Tax Preparer is responsible for all daily accounting tasks, including preparing tax documents and updating expense files. The Staff Accountant performs financial transactions and posts them in the general ledger, with strong attention to detail.
Essential Duties and Responsibilities:
- Maintain and update accounting records and files
- Analyze budgets and create expense reports
- Examine tax policies and handle tax payments and returns
- Meet with clients to discuss confidential accounting issues
- Post transactions and categorize records in the general ledger (e.g. by assets, liabilities and expenses)
- Reconcile bank statements
- Analyze transactions with internal and external stakeholders
- Conduct month-end and year-end closures
- Prepare documents for audits
- Advise clients on financial issues via email or phone
- Apply new accounting policies and ensure compliance with rules and regulations
- Report to the Accounting Manager and work to improve financial processes
Requirements:
- Education:High school diploma or equivalent; Associates or Bachelors degree in Accounting, Finance, or a related field is preferred.
- Certification:Enrolled Agent (EA) is advantageous; CPA is a plus.
- Experience:1-2 years experience with high volume tax preparation and processing.
- Knowledge:Strong understanding of tax preparation software and tax laws.
- Skills:Excellent analytical, communication, and customer service skills; attention to detail; ability to work under pressure, especially during tax season.