Staff Accountant and Tax Preparer

• Maintain and reconcile general ledger accounts and prepare financial statements
• process accounts payable and receivable, journal entries, payroll, and bank reconciliations
• support month-end and year-end closing processes
• prepare and file accurate federal, state, and local income tax returns for individuals, businesses, and organizations
• utilize Lacerte Tax Software to efficiently handle tax preparation tasks and ensure compliance with applicable tax laws
• conduct thorough reviews of tax returns to detect and correct errors or omissions
• stay updated with the latest tax codes, regulations, and industry trends
• communicate with clients to gather financial and tax-related information
• provide excellent customer service by addressing client inquiries and offering personalized tax and accounting advice
• collaborate with clients on tax planning strategies to minimize liabilities and optimize future outcomes
• ensure compliance with all tax laws, guidelines, and internal procedures
• assist with audits, tax notices, and represent clients with tax authorities as needed
• prepare ad hoc reports and analyses to support clients and internal leadership

• Bachelor's degree in Accounting, Finance, or related field
• CPA certification (preferred, but not required)
• 2+ years of experience in accounting and tax preparation
• hands-on proficiency using Lacerte Tax Software
• strong knowledge of accounting principles and tax regulations
• excellent attention to detail and organizational skills
• proficiency in MS Office, particularly Excel, and accounting software
• effective communication and interpersonal skills
• problem-solving abilities and analytical mindset

CPA certification

• medical
• vision
• dental
• life and disability insurance
• eligibility to enroll in company 401(k) plan