Staff Accountant – Traditional Tax

Crete Professionals AllianceSpringfield, MO
2dOnsite

About The Position

The Staff Accountant in Traditional Tax is responsible for supporting client engagements by preparing accurate and timely federal, state, and local tax returns for high-wealth business owners across a variety of industries. This role assists with tax planning, identifies compliance issues, and ensures adherence to tax laws and firm standards. This role will work closely with Senior Accountants, Managers, and Partners to prepare and deliver returns, participate in client meetings, and contribute to exceptional client service and advisory support.

Requirements

  • Minimum Bachelor’s degree in Accounting.
  • One to three years of experience in tax preparation, ideally within public accounting.
  • Proficiency in Microsoft Office required
  • Must pass a CJIS background check.

Nice To Haves

  • Master’s in Accounting and CPA eligibility preferred.
  • Experience with UltraTax, QuickBooks, QuickBooks Online, and AdvanceFlow preferred.

Responsibilities

  • Prepare individual, corporate, partnership, and trust tax returns in compliance with federal, state, and local regulations.
  • Assist with tax planning strategies for high-wealth business owners and related entities.
  • Conduct research on tax issues and provide recommendations to supervisors and Partners.
  • Review client documentation for accuracy and completeness; identify discrepancies and propose corrections.
  • Support the review process by preparing workpapers and schedules for Senior Accountants and Managers.
  • Meet with clients regularly to gather information, present findings, and deliver completed returns.
  • Maintain client databases and filing systems to ensure accuracy and compliance with firm policies.
  • Monitor tax filing deadlines and ensure timely submission of all returns.
  • Respond to client inquiries with professional and timely communication.
  • Collaborate with colleagues across departments (tax, audit, and accounting services) to provide integrated client support.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service