North Andover, Massachusetts, United States (On-Site)
·
Posted 1 day ago
$90k–$110k / yr
Job FunctionEnrolled Agent (EA)
Job TypeFull-Time
Job DurationIndefinite
Min EducationBA/BS/Undergraduate
Min Experience3-5 Years
Required TravelNone
Salary$90,000.00 - $110,000.00
Salary - TypeYearly Salary
Senior Tax Preparer
Senior Tax Preparer
About this role
Candidate needs to be a licensed CPA or EA and will prepare and review individual and corporate tax returns, including partnerships and trusts. Interpret tax law, and guide clients through requirements.
Key Requirements
Prepare, review, and reconcile tax returns (1040, 1041, 1065, and 1120-S), supporting schedules, and financial statements; verify general ledger balances and account activity.
Prepare quarterly and annual payroll reports (federal and state).
Prepare annual Form 1096/1099s.
Analyze client records, including bookkeeping, payroll, accounts payable, balance sheets, and investment information, using accounting software such as QuickBooks.
Active PTIN
Explaining technical tax concepts clearly to clients with different levels of financial knowledge.
Communicating, written and verbally professionally with clients.
Experience
Bachelor’s degree in Accounting or Finance preferred.
Required: Tax experience, tax return preparation, individual tax, accounting, tax reporting, and strong client communication and analysis skills.
Required: Working knowledge of accounting principles, including generally accepted accounting principles (GAAP), double-entry bookkeeping, debits and credits, account reconciliation, and financial statement preparation.
Familiarity with UltraTax CS, Fixed Assets CS, Accounting CS, Quick Books Desktop and On-Line.
Proficiency in Excel.
3–5 years of experience in completing individual and small corporate returns preferred.
Solid working knowledge of federal and Massachusetts tax law.
Ability to manage multiple engagements and meet filing deadlines.
