Jacket Preparer Job Description Sample

TAX PREPARER - PUBLIC ACCOUNTING

Are you an experienced tax professional who is interested in working with a great set of clients?

The Tax Preparer position is responsible for the accurate completion of entity and individual tax returns in a paperless environment. The firm uses ProFX Tax software.

About Our Firm

Shea Labagh Dobberstein (SLD) is one of the largest accounting and business consulting firms, by revenue, in San Francisco and a Top 200 firm in the country. We have more than 80 employees, another office in San Mateo, and we're growing fast. You will be working with a smart, dedicated and expanding team of professionals. We've got the energetic culture of a startup, with the reputation and stability of a 70-year-old firm. SLD's primary services include assurance (audits, reviews, and compilations), tax (corporate and individual planning and compliance) and accounting. Assurance clients are typically private companies located in the San Francisco Bay Area. Clients operate in industries which include manufacturing, distribution/wholesale, real estate, construction, nonprofit, and food and beverage. SLD also has a large employee benefit plan audit practice.

Shea Labagh Dobberstein encourages workforce diversity, is an equal opportunity employer and prohibits unlawful employment discrimination as specified by local, state and federal law.

Requirements

Job Requirements

• BS/BA degree in Accounting with a minimum of four years of relevant experience for practice
• Proficiency in Outlook, Excel, Word required; familiarity with QuickBooks a plus
• Strong problem solving and analytical skills
• Good written and oral communication skills
• Excellent attention to detail
• Ability to work on a variety of projects and for a variety of managers on a daily basis
• Currently authorized to work in the United States on a full-time, permanent basis

Benefits

Top Reasons to Work with Shea Labagh Dobberstein

• Public accounting firm with a long-standing reputation in the community. You will get to work with a team of highly experienced industry specialists
• Culture of promoting from within and opportunities for professional growth
• Competitive compensation and benefits
• Great work-life balance

Staff Accountant Tax Prep

We are currently seeking Experienced Staff Accountants to join our team of dedicated professionals at our office in Hobbs, NM. You will be involved with Tax preparation and planning as well as small business engagements.

We require a Bachelor's degree in Accounting, CPA license or CPA candidate and at least 1 year public accounting experience.

At Carr, Riggs and Ingram you will have a career that is rewarding on every level. We are committed to providing our team members with:

• Professional growth and development opportunities

• Educational opportunities leading to licenses and/or certifications

• A diverse, dynamic, and challenging work environment

• Strong leadership, communication, and feedback

• A well-balanced lifestyle, that includes personal and family time in addition to professional and networking opportunities

• Creative and innovative solutions to challenges facing our clients

Essential Functions:

• Tax preparation

• Tax Planning

• Research and Compliance

• Compilation and review engagements

• Small business services

• Maintain security and confidentiality of all information when analyzing material

• Maintain thorough electronic documentation

• Additional responsibilities as assigned

Requirements:

• Bachelor's degree in accounting or related field required; Master's degree in accounting or related field preferred

• CPA or CPA candidate

• Minimum 1 year previous years public accounting experience

• Ability to review statutory/regulatory or other policy language and apply requirements

• Strong analytical and problem solving skills

• Strong verbal and written communication skills

• Well organized with a high degree of accuracy and attention to detail

• Effectively multi-task with planning and efficiency

• Must be able to manage multiple deadlines and prioritize assignments

• Proficient use of applicable technology; specifically Microsoft Office Applications (Excel, Word and PowerPoint)

• Must be able to travel based on client and business needs

Equal Opportunity Employer M/F/D/V

Staff Accountant Tax Prep

We are currently seeking Experienced Staff Accountants to join our team of dedicated professionals at our office in Alamogordo, NM. You will be involved with Tax preparation and planning as well as small business engagements.

We require a Bachelor's degree in Accounting, CPA license or CPA candidate and at least 1 year public accounting experience.

At Carr, Riggs and Ingram you will have a career that is rewarding on every level. We are committed to providing our team members with:

• Professional growth and development opportunities

• Educational opportunities leading to licenses and/or certifications

• A diverse, dynamic, and challenging work environment

• Strong leadership, communication, and feedback

• A well-balanced lifestyle, that includes personal and family time in addition to professional and networking opportunities

• Creative and innovative solutions to challenges facing our clients

Essential Functions:

• Tax preparation

• Tax Planning

• Research and Compliance

• Compilation and review engagements

• Small business services

• Maintain security and confidentiality of all information when analyzing material

• Maintain thorough electronic documentation

• Additional responsibilities as assigned

Requirements:

• Bachelor's degree in accounting or related field required; Master's degree in accounting or related field preferred

• CPA or CPA candidate

• Minimum 1 year previous years public accounting experience

• Ability to review statutory/regulatory or other policy language and apply requirements

• Strong analytical and problem solving skills

• Strong verbal and written communication skills

• Well organized with a high degree of accuracy and attention to detail

• Effectively multi-task with planning and efficiency

• Must be able to manage multiple deadlines and prioritize assignments

• Proficient use of applicable technology; specifically Microsoft Office Applications (Excel, Word and PowerPoint)

• Must be able to travel based on client and business needs

Equal Opportunity Employer M/F/D/V

Carr, Riggs & Ingram ("CRI") regional CPA and Advisory firm is the 3rd largest CPA firm in the South and growing rapidly. CRI believes in hiring talented individuals and investing in their futures by providing opportunities for professional development and career growth while also enabling our team to maintain the work life balance they seek.

Essential Functions

• Prepare individual, corporate and partnership tax returns of varying complexities

• Perform services within budgeted time by developing technical, time management and organizational skills

• Assist in the preparation of quarterly and year-end estimates

• Draft response letter to IRS and state notices when needed

• Make adjusting entries and complete a trial balance in order to prepare business returns

• Perform accounting/bookkeeping functions when needed

All Staff Accountants are expected to successfully execute the following functions:

• Manage time within limits of budgets and provide real-time feedback to the immediate supervising person

• Direct and coach less experienced Associates

• Create a quality work product by following the firm's processes and procedures

• Participate in firm training courses to help develop technical training skills

• Develop sound work relationships with administrative personnel, peers, supervisors and manger to foster team work

• Assist supervisors and managers with special project when needed

Requirements:

• 1-3 years (or busy seasons) within a public accounting firm

• Must have completed all requirements to be able to sit for the CPA exam

• Excellent oral and written communication skills

• Strong organizational and analytical abilities

• Ability to work well in a team environment

CRI possesses National Strength - technical expertise equivalent to many national firms - grown from Southern Roots - an acknowledgement of our dedication to client service, respect, and integrity delivered with hospitality. CRI has offices in Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, New Mexico, North Carolina, Tennessee, and Texas. You may learn more about each of our locations by visiting www.cricpa.com

Busy Season Only – January to April 2019

Personal Tax Return Preparer

Some may think a job is just a job, but at Perkins & Co we believe in igniting possibilities by helping our employees develop careers that fulfill their ambitions. We hire great people and give them a great place to work. Our secret to keeping them around is a positive culture, strong community involvement and a dedication to constantly getting better every day. Even our seasonal employees are welcome to partake in our wellness activities, firm-wide celebrations, busy season dinners, and other Perkins Perks.

At Perkins & Co we bring on the best and brightest seasonal employees to help us produce high quality tax returns for our individual client base. Our team of preparers and reviewers will work through a “pool” of tax returns by collaborating together and completing the work in the most efficient and effective way possible.

We are seeking someone who is passionate about providing a high quality work product and developing positive relationships with the employees they work with. We want someone who loves digging into the details of individual tax returns and shares our opinion that the more complex the 1040, the better. If you love tax season, February - April 15, and want to find a place to thrive year after year, we have a home for you at Perkins & Co. We have several open positions.

Training is provided in early January; position begins full-time around the beginning of February. Compensation is competitive based on experience.

If this sounds like a good fit for you, please apply immediately for consideration. Thank you!

Questions or any difficulty with the application? Email our Talent Acquisition Manager, Areena McLaughlin, at careers@perkinsaccounting.com.

Perkins & Co is an Equal Opportunity Employer

Requirements

• 1+ years of experience preparing complex 1040 tax returns
• Experience preparing trust returns, Form 1041, is desirable
• Knowledge of issues such as passive loss rules, rental real estate, at-risk limitations, foreign taxes, and AMT
• Proficient with use of office technology and software (Microsoft Office: Word, Excel, Outlook, etc) – knowledge of ProSystems fx Tax is preferred and experience working in a paperless environment is a plus
• Professional communication skills (written and verbal)
• High level of integrity and trustworthiness
• Proven ability to give and receive constructive criticism
• Strong problem solving, organizational and detail skills
• Ability to work 55+ hour work weeks (position is eligible for overtime)
• Licensed Tax Preparers preferred

SS&C Solutions Tax and Advisory Services is adding a Seasonal Tax Associate in its Shawnee, KS office.

Seasonal Associates play a critical and visible role serving a range of clients and leverage their tax preparation expertise during the firm's traditional busy season of January through mid-April , while also gaining valuable experience to advance their career in public accounting.

Job Description:

Seasonal Associates are experienced providers of proactive tax consulting, preparation and planning for a diverse group of clients and entities. Seasonal staff will have involvement in many phases of client engagements.

Major

Responsibilities:

Support and preparation of complex Federal, State and Local Income Tax returns

Contribute to tax planning engagements

Gather, prepare and accurately record information

Provide proactive client retention through excellent service

Requirements

Qualifications:

Minimum of 2 years of progressive experience in tax preparation and compliance

Experience with Creative Solutions Accounting Suite (UltraTax) is preferred but not required

Benefits

SS&C Solutions, Inc. and Summers, Spencer & Company, P.A. are unique. Our firms' philosophy is to provide the best atmosphere in which people can create, perform and grow. We believe that the success of a professional service firm is directly related to the caliber and attitudes of the people associated with it - and that is very important to you. It is important because we don't just look for accountants. We look for people who get personal satisfaction from helping others and innovative people with new ideas to bring to the profession.

SS&C Solutions, Inc. is a growth-oriented, employee owned accounting firm which combines the best attributes of national and local firms. As an ESOP, our employees have a vested interest in the performance of the Company. We offer a superior benefit package including medical/dental, life, 401k with company match, ESOP, educational benefits, competitive salary and more.

Our firm is committed to growth through providing the highest quality services to our clients, helping them grow and prosper. This philosophy has helped SS&C Solutions, Inc. grow from seven members in 1984 to a firm with over seventy employees and with locations in Topeka, Lawrence, Shawnee and Meriden. Summers, Spencer & Company, P.A. avails itself of staff through an administrative services agreement with SS&C Solutions, Inc.

By joining SS&C Solutions, Inc. you will have the opportunity to interact with clients and to feel a sense of accomplishment by being involved with engagements from start to finish. Our client mix includes banking, insurance, governmental, not-for-profit, health professionals and many small businesses, providing varied experience and rapid professional growth

CLA, The career building firm, is recruiting a Seasonal Tax Associate to join our Minneapolis Tax practices.

CLA is the premier professional services provider to private businesses and their owners, providing a wide array of solutions to advance our clients success and create uncommon careers for our people. Our market differentiators include deep industry specialization, three integrated businesses working together, 1) Audit, Tax & Consulting, 2) Wealth Advisory and 3) Outsourcing, and phenomenal opportunities for our employees to build their careers and marketplace value.

Why Join CLA's Tax Practice

• Our Tax practice is experiencing tremendous growth—creating significant opportunity for you to grow and take a career path that is unique to your personal goals

• Consulting-focused work that is meaningful and provides significant value to high net worth individuals and business owners • The opportunity to develop phenomenal client relationships

• You will thrive in an entrepreneurial environment that offers autonomy and encouragement to make things happen

• CLA is a firm that is leading by tax, investing significant focus and resources to nation-wide tax initiatives

JOB REQUIREMENTS

• Bachelor's or Master's Degree in Accounting or related field

• 5+ years' experience in Tax, preferrably within Public Accounting

• Current CPA or eligibility to sit for the CPA exam

• Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations

• Analytical, creative approach to effectively manage engagements and guide the decision-making process

• Excellent client service with an ability to expand services with existing clients

CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/

SS&C Solutions Tax and Advisory Services is adding a Seasonal Tax Associate in its Topeka, KS office.

Seasonal Associates play a critical and visible role serving a range of clients and leverage their tax preparation expertise during the firm's traditional busy season of January through mid-April , while also gaining valuable experience to advance their career in public accounting.

Job Description:

Seasonal Associates are experienced providers of proactive tax consulting, preparation and planning for a diverse group of clients and entities. Seasonal staff will have involvement in many phases of client engagements.

Major

Responsibilities:

Support and preparation of complex Federal, State and Local Income Tax returns

Contribute to tax planning engagements

Gather, prepare and accurately record information

Provide proactive client retention through excellent service

Requirements

Qualifications:

Minimum of 2 years of progressive experience in tax preparation and compliance

Experience with Creative Solutions Accounting Suite (UltraTax) is preferred but not required

Benefits

SS&C Solutions, Inc. and Summers, Spencer & Company, P.A. are unique. Our firms' philosophy is to provide the best atmosphere in which people can create, perform and grow. We believe that the success of a professional service firm is directly related to the caliber and attitudes of the people associated with it - and that is very important to you. It is important because we don't just look for accountants. We look for people who get personal satisfaction from helping others and innovative people with new ideas to bring to the profession.

SS&C Solutions, Inc. is a growth-oriented, employee owned accounting firm which combines the best attributes of national and local firms. As an ESOP, our employees have a vested interest in the performance of the Company. We offer a superior benefit package including medical/dental, life, 401k with company match, ESOP, educational benefits, competitive salary and more.

Our firm is committed to growth through providing the highest quality services to our clients, helping them grow and prosper. This philosophy has helped SS&C Solutions, Inc. grow from seven members in 1984 to a firm with over seventy employees and with locations in Topeka, Lawrence, Shawnee and Meriden. Summers, Spencer & Company, P.A. avails itself of staff through an administrative services agreement with SS&C Solutions, Inc.

By joining SS&C Solutions, Inc. you will have the opportunity to interact with clients and to feel a sense of accomplishment by being involved with engagements from start to finish. Our client mix includes banking, insurance, governmental, not-for-profit, health professionals and many small businesses, providing varied experience and rapid professional growth

Overview

Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 countries, with 30,000 professionals. The combined worldwide revenue of independent member firms is $3.2 billion.

It's an exciting time to join Baker Tilly! We are seeking several Seasonal Tax Preparers to join our team this tax season in Minneapolis, MN!

While prior tax preparation experience is ideal, experience is not necessary. Provided you meet the job qualifications, we'll teach you what you need to know in order to help successfully prepare client tax returns. And, your training will be 100% paid! Baker Tilly offers a professional, yet relaxed and fun, work environment. You'll feel at home quickly and will be supported by tax professionals who are available to help when you have a question. Flexible work hours may be an option, and you'll have the opportunity to return each tax season!

Baker Tilly Annual Report 2017

Responsibilities

• Enter client data into tax prep software

• Prepare tax returns in accordance with firm policies

• Adhere to the firm's written tax practice standards and the firm's 1040 procedure manual

• Ensure client confidentiality by following all company procedures regarding information handling

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred

• Individual tax return preparation ideal, but not required

• Knowledge of basic accounting concepts involved in tax return preparation ideal, but not required

• Experience with Adobe Acrobat is preferred

• Adaptable to new technology and ability to work in a paperless environment

• A professional demeanor and the ability to handle matters confidentially

• Keen sense of accuracy and attention to detail

• Demonstrated critical thinking, well-developed problem solving skills, and ability to work independently

• Solid written and verbal communication skills

• Ability to provide exceptional client service and exhibit a sense of urgency to complete work in a timely manner

• Availability to work February 2019 through mid-April 2019