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.