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Tax Staff Accountant

Role Responsibilities
• Preparing less complex individual, corporate, partnership and various other tax returns for clients, under close supervision of a supervisor within Drake software.  
• Applying accounting principles and technical tax procedures to tax and accounting assignments.
• Recognizing the existence of tax problems when working on returns.
• Differentiating between serious and minor problems.
• Demonstrating the ability to formulate alternatives when unable to solve problems.
• Identifying problem areas in the return that need to be discussed with the supervisor.
Preparing clear and concise work papers with definitive conclusions.
Developing clear familiarity with Generally Accepted Accounting Principles (GAAP).
Researching tax problems and document their results.
Developing solid foundation of tax preparation techniques.
Completing other tasks as assigned by their supervisor.

Performance Expectations
Maintain client and firm confidentiality.
Follow regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA).
Demonstrate the ability to formulate alternatives when unable to solve problems.
Effectively learn and apply information technology tools using software such as Microsoft365, Drake Software, and Corvee Tax Planning Software..
Display efficient work habits – work must be accurate, organized, and prompt.
Work in a fast-paced manner on routine jobs where prior patterns are well-established.
Effectively balance numerous tasks and projects.
Develop positive working relationships with clients, members, and other associates.
Exhibit effective communication and listening skills.
Behave professionally and foster an environment of teamwork.
Comply with firm practice management procedures and systems.

Position Performance Metrics
• Accuracy of Financial Records: Ensure a low error rate in financial entry, reconciliations and calculations.
• Timeliness of Reporting: Consistently meet deadlines.
• Process Efficiency: Streamline and optimize tax preparation processes to improve productivity.
• Client Communication: Provide clear and timely responses to inquiries from internal and external clients.
• Software Proficiency: Demonstrate proficiency in Drake and Corvee software tools. 
• Professional Development: Participate in relevant training and stay updated with industry trends.