Job Description

Job Description

Job Description

Kondler & Associates, CPAs tax preparer/accountant are the front line of the firm and must present themselves in a professional manner. Our clients include individual tax returns as well as businesses in various industries. They must become familiar with the culture of the firm as well as the tools and resources available. Communication skills are a necessity. Creating a working relationship with the client and bridging communications with the firm is a must. Our firm is looking for an individual who strives to contine to grow within the firm as well as becoming part of a team.

Responsibilities include:

• Preparation and review complex individual tax returns, business returns as well as trust estate returns and tax exemption companies
• Compliance with federal and state regulations and adherence to our firms' standards
• Proper planning and consultation to the client providing guidance on tax planning strategies and optimizing financial outcomes
• Address client questions and concerns with clarity and professionalism
• Documenting the clients' records for future requirements
• Create a strong client relationship through regular communications
• Serve as a trusted advisor to clients on tax and accounting matters
• Collaborate with clients to gather documents for tax preparation
• Stay current on tax laws, regulations and industry trends
• Conduct research on complex tax issues and utilize financial software for efficient data entry and report generation

Qualifications:

• Bachelor's greee in accounting, finance or related fields preferred but not required
• Active EA or CPA designation preferred
• Minimum of 3 years tax preparation and review experience
• Strong knowledge of federal and state laws, regulations and compliance requirements
• Proficiency with tax software (Lacerte) and Microsoft Office Suite
• Strong project management skills with the ability to handle multiple client projects simultaneously
• Strong project written and verbal communication skills
• Ability to work independently as well as collaborate with a team

Mid size CPA firm

Company Description

Mid size CPA firm

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