Job Description
Job Description
Job description
About the Duties
- Prepare timely tax returns for Individuals, C & S corporations, partnerships, multi-state, high net worth individuals and trusts
- Keep current on trends, tax issues, and changes in tax law
- Perform other duties as assigned
- Prepare and examine financial records, statements, and reports
Qualifications and Skills
- Degree in accounting is required
- CPA license preferred or in progress
- Proficient with QuickBooks for small to medium sized clients.
- Experience working with software such as Lacerte Tax and Checkpoint Research tax software
- Advanced Excel skills
- Excellent communication skills
- Ability to work independently and as a team
Please note that this job description is not exhaustive and additional duties may be assigned as needed.
Company DescriptionA boutique CPA firm that provides small and medium size businesses with tax advisory, accounting and payroll services.
Company Description
A boutique CPA firm that provides small and medium size businesses with tax advisory, accounting and payroll services.