Job Description
Since 1989, Ann Thomas, CPA, PC has provided quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning. The strength of our firm is our personalized and responsive interactions to our clientele and the work-life balance that all members of our firm seek to maintain. We’re looking for an in-person tax manager to help grow the strength of our firm. The most successful person will bring seasoned accounting, tax preparation, and tax review skills, a positive attitude, and a desire to grow the strengths of our firm.
Objectives of this Role
- Prepare and review federal and state tax forms for individual, business, and fiduciary clients including Forms 1040, 1065, 1120, 1120-S, 1041, 990, 990-EZ, FBAR, 706, 709, 941, 940, W-2/W-3, TX C3-C4.
- Prepare financial statements for clients monthly, quarterly, and annually, including check and deposit entry, bank account reconciliations, maintenance of asset and capital accounts, and journal entries.
- Answer intermediate to advanced accounting questions for clients as needed.
- Prepare special financial reports or data analysis for clients as needed.
Skills and Qualifications
- Extensive coursework in Accounting.
- Knowledge of Microsoft Office.
- 5-10 years of QuickBooks experience.
- 5-10 years of tax return preparation.
- Ability and willingness to keep and maintain confidentiality.
- Ability to work independently, multitask, prioritize, and organize efficiently.
- High attention to detail.
Preferred Qualifications
- Bachelor’s degree in accounting, business accounting, or finance.
- 5-10 years of Sage 50 experience.
- 5-10 years of experience with CCH products (CCH Axcess in particular).
- At least 2 years of tax return review experience.
Job Type: Full-time
Pay: $32.00 - $48.00 per hour
Expected hours: 40 – 60 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Experience level:
- 10 years
- 11+ years
- 6 years
- 7 years
- 8 years
- 9 years
Schedule:
Experience:
- tax return preparation: 6 years (Preferred)
- Tax return review: 3 years (Preferred)
License/Certification:
Work Location: In person