Senior Tax Accountant

Berndt CPA LLC • Madison, WI

1d

About The Position

Are you looking for a growing firm with a great team? We are a firm of more than 40 team members in a public accounting firm that allows hands on exposure to all aspects of the business & personal tax process. Our firm is growing at a rate that qualified the firm for the Inc. 5000 in 2020, 2021 & 2022, so opportunities are available for those looking to grow personally and professionally. We have a proactive approach with our personal and business clients providing guidance throughout the year. We take pride in our thorough knowledge and connection with our clients and have been doing so for over 12 years. We offer a great work environment and challenging professional environment!

Work Hours - The tax department works on average 53 hours per week during January - April and 36 hours all other months.

We have team members that enjoy working together and with our clients in a collaborative environment. We would like to know how we can help you realize more than you think is possible.
We do not do any audit, review or compliance work that requires independence with the firms' clients. We are truly our clients most trusted advisor.

Requirements

• Minimum of a Bachelor's degree in accounting or other related program.
• CPA license or CPA eligible.
• Minimum 2 years' experience in private/public accounting
• Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
• Ability to multi-task and to work independently with minimal supervision
• Strong interpersonal and relationship building skills
• Team player with a positive - 'can do' approach

Nice To Haves

• Experience working in a paperless environment strongly preferred

Responsibilities

• Prepares and review business (including 1120, 1120S, 1065) and individual income tax returns to satisfy compliance requirements and support effective business planning.
• Prepare and review appropriate workpapers
• Complete projects efficiently within established time budgets
• Establish and maintain effective client relationships through regular communications, including onsite visits, assuming in-charge responsibilities for multiple clients
• Conduct Tax research using Checkpoint and additional firm tools and convey information to clients
• Assist partners and senior leaders with generating new business opportunities & beginning to develop a Personal Marketing Plan
• Mentor and train entry-level staff by providing guidance and serving as a professional role model
• Exhibits time management and organization skills
• Develops entrepreneurial approach to client service and good working relationships with client personnel
• Builds new and existing client relationships and demonstrates basic knowledge of client's businesses
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals
• Develops means of communication to clients and persons responsible for maintaining relationship with clients
• Accepts volunteer positions in community organizations
• Understands firm ethics and demonstrates them consistently

Benefits

• Berndt CPA provides team members the ability to be both professionally challenged with the time year-round to be personally involved with family and friends.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior