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Tax Accountant - CPA Firm

Winston SalemRemoteFull-time

AI Summary

Tax Accountant at a CPA firm preparing and reviewing financial reports, corporate and individual tax returns, and workpapers; coordinating with clients and internal staff on documentation and tax compliance.

About this role

Tax Accountant—Kohari Gonzalez Oneyear & Brown PLLC

Ideal Candidate:

  • Bachelor’s degree in Accounting or related field
  • CPA preferred combined with three to five years industry and/or public accounting experience
  • At least 2 years financial statement reporting and corporate tax preparation experience preferred
  • Ability to communicate with clients, management and peers
  • Strong analytical and problem solving skills
  • Ability to meet deadlines and work with minimal supervision
  • Ability to maintain confidentiality with highly sensitive information
  • Detail-oriented, strong organizational skills and the ability to prioritize and multi-task
  • Fundamental knowledge of GAAP

Software:

  • Experience with QuickBooks Desktop and QuickBooks Online software programs
  • Experience with Thomson Reuters Accounting CS, Fixed Assets CS and UltraTax CS software preferred
  • Proficiency with MS Office Suite required

Job Duties:

  • Prepare and/or review monthly financial reporting packages for clients.
  • Prepare and post adjusting journal entries in Accounting CS and/or QuickBooks as needed to organize the tax file for preparation.
  • Identify and organize client documentation. Coordinate with clients or internal staff to obtain missing information.
  • Prepare workpaper detail to summarize data and prepare for tax preparation.
  • Calculate and document book vs. tax differences for tax compliance process, calculate estimated quarterly taxes and prepare tax projections for planning purposes.
  • Maintain client fixed asset listing in fixed asset software program.
  • Prepare Federal and State Corporate, Partnership, Trust and Individual income tax returns.
  • Review accuracy of tax returns and identify and communicate potential tax savings strategies to management.
  • Respond to client inquiries, Internal Revenue Service and state and local tax authority notices.
  • Provide support on ad-hoc requests and related special projects, as required.
  • Maintain and comply with all work standards reducing risk exposure for the firm.

Benefits:

  • Medical, dental & vision insurance
  • 401(k) retirement plan with company match
  • Paid time off
  • Flexible work schedule

Skills

Adjusting Journal EntriesBook Vs. Tax DifferencesCorporate Tax PreparationEstimated Quarterly TaxesFederal And State Corporate Tax ReturnsFinancial Statement ReportingFixed Assets CSGAAPIndividual Income Tax ReturnsIRS NoticesMS Office SuitePartnership Tax ReturnsQuickBooks DesktopQuickBooks OnlineTax ProjectionsThomson Reuters Accounting CSTrust Tax ReturnsUltraTax CS

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