Communicate with clients to gather documentation needed to prepare tax returns.
Assist with tax planning and projections.
Prepare individual, business, and fiduciary tax returns.
Communicate with partners regarding open items or other important matters in a timely manner.
Complete tax research, reconciliations, or other special projects.
Prepare client correspondence or other communications pertaining to tax notices.
Track time and out-of-scope billings; prepare client invoices.
Work efficiently with electronic documents using designated computer applications.
Attend continuing professional education seminars.
Maintain confidentiality with client information.
Perform all other duties as assigned.
Qualifications :
2+ years of recent tax experience in partnership and individual tax preparation and planning with a public accounting firm.
Detail-oriented, highly accurate and able to meet deadlines.
Experience with Lacerte is a plus.
Why is This a Great Opportunity :
Communicate with clients to gather documentation needed to prepare tax returns.
Assist with tax planning and projections.
Prepare individual, business, and fiduciary tax returns.
Communicate with partners regarding open items or other important matters in a timely manner.
Complete tax research, reconciliations, or other special projects.
Prepare client correspondence or other communications pertaining to tax notices.
Track time and out-of-scope billings; prepare client invoices.
Work efficiently with electronic documents using designated computer applications.
Attend continuing professional education seminars.
Maintain confidentiality with client information.
Perform all other duties as assigned.
Salary Type : Annual Salary
Salary Min : $ 80000
Salary Max : $ 85000
Currency Type : USD
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Tax Senior Tax • Brookfield, WI, United States
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