Perform a limited number of tax return interviews as needed
Respond to client and firm associate requests in a timely, accurate, positive and professional manner
Research tax issues
Develop technical competency
Communicate with engagement leaders regarding open items or other important matters in a timely manner
Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests
Actively participate in firm sponsored events for assigned product line clients and prospects
Provide technical assistance to clients
Adhere to prescribed budgets and deadlines
Actively participate in community activities to develop positive relationships with community leaders and members
Participate in core CPE programs
Requirements
excel
caseware
axcess
cpa
bachelor accounting
3+ years
Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired
Recognize potential issues and/or opportunities in engagements and discuss with engagement leader
Prior accounting experience in a public accounting firm required
Manufacturing and retail distribution experience required
CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
Bachelor’s Degree in Accounting required
3+ years of job-related experience
Benefits
Information not given or found
Training + Development
Information not given or found
Interview process
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Visa Sponsorship
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Security clearance
Information not given or found
Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
Consultants and advisors provide tailored solutions with deep industry knowledge.
Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
Consistently recognized for high-quality results and long-term client relationships.
Optimize strategies, technology, and people for sustainable success.
Culture + Values
We care deeply about our people.
We lead with integrity.
We put our clients first.
We are focused on results.
We work together as one team.
We challenge the status quo.
We are passionate about growth and development.
Environment + Sustainability
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
Focus on reducing environmental impact through technology, collaboration, and innovation.
Provide sustainable solutions to clients that align with both environmental and business objectives.
Inclusion & Diversity
We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
We are committed to creating an inclusive workplace that fosters collaboration and respect.
We are focused on empowering women in leadership positions and increasing gender diversity at all levels.