Job Description

Job Description

Job Description

Job Description – Tax Accountant
Job Summary:
The primary purpose of the Tax Accountant is to assist the tax team by performing entry level to
moderately complex tax functions, placing the needs of the client first and providing exceptional service
every single time.
Dues include:
 Utilizing research tools to find solutions to client tax issues
 Sourcing opportunities to refer clients to the financial services team
 Preparing entry level to moderately complex tax returns
 Preparing tax work papers, account reconciliations, and maintaining tax-related records
 Developing and maintaining knowledge of federal and state income tax laws
 Generally works on structured assignments
 Training and/or delegating tasks to other support positions
 Other duties as assigned
Minimum qualifications
Education/Experience:
 2 years of experience in similar position
 Proficient in Microsoft Office, Lacerte, and QuickBooks
 CPA (preferred)
Competencies:
 Building Trust and Integrity
 Client Centric
 Communication
 Continuous Learning
 Critical Thinking
 Organization and Follow Through
 Relationship Building
 Self-directed
 Technical Knowledge
 Work Quality

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