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Posted : Tuesday, January 30, 2024 04:49 AM
Position Summary
The Sr.
Tax/Accounting Associate is responsible for all areas related to accounting, financial reporting and the preparation of individual and business tax returns.
The incumbent will work directly with the President to develop and maintain accounting principles, practices and procedures for clients to ensure accurate and timely financial reporting, stream-line processes and develop automated solutions.
This position is accountable for the collection of tax-related information, reporting to taxation authorities at the federal, state, county and local levels and advising the team of the tax impact of various corporate strategies.
The Sr.
Tax/Accounting Associate is additionally responsible for the oversite, training and development of existing and new tax and accounting professionals.
Essential Duties and Responsibilities The essential functions include, but are not limited to the following: · Assigning and auditing the work of the Accounting staff to develop, implement and/or maintain one or a combination of generally accepted accounting systems · Assist and train team members in tax and with oversite of basic Accounting procedures (A/R, A/P, time billing, P/R, G/L, tax payments and inventory control) for all clients · Managing financial statement preparation and month end and quarterly closing for clients, tracking progress and project management for assigned clients · Monitoring and reviewing all record of assets, liabilities, and other financial transitions · Performing all basic accounting procedures, financial statement preparation, month end closing, journal entries and general ledger maintenance, inventory roll forwards, and fixed assets and margin analysis; preparing supporting schedules for financial statements preparation · Prepare individual, corporate, partnership, estate and non-profit tax returns · Research and correct process errors that caused incorrect tax filings · Negotiate with tax authorities over tax payment issues · Advise the team and/or management of the tax impact on corporate strategies or new tax/regulatory laws · Identify tax savings and prospective acquisition scenarios Minimum Qualifications (Knowledge, Skills, and Abilities) · Bachelor’s degree in Accounting, Finance, or Business-related field preferred · CPA or MBA a plus, minimum EA required · 5-10 years progressive accounting experience in public accounting or similar environment · Thorough knowledge of tax and general accounting including application of general accounting theory · Strong leadership and proven supervisory skills · Ability to develop and maintain strong client relationships · Demonstrated mentoring, coaching, and organizational administrative skills required · Exceptional analytical and problem solving abilities · Ability to work and interact with department and client organizations · Strong computer aptitude, including expertise with Microsoft Excel and Word as well as applicable workflow, tax and accounting software · Ability to work independently while managing multiple projects and deadlines · QuickBooks Online experience a must Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear.
The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls.
The employee is occasionally required to stand; walk; sit; reach with hands and arms.
The employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by this position include close vision, distance vision, peripheral vision, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.
Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.
To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.
Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.
The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Job Type: Full-time Pay: $65,000.
00 - $120,000.
00 per year Benefits: * Dental insurance * Health insurance * On-the-job training * Opportunities for advancement * Paid sick time * Paid time off * Paid training * Profit sharing * Vision insurance Experience level: * 10 years Schedule: * Extended hours * Monday to Friday * Weekends as needed Ability to Relocate: * Roseville, CA 95661: Relocate before starting work (Required) Work Location: In person
Tax/Accounting Associate is responsible for all areas related to accounting, financial reporting and the preparation of individual and business tax returns.
The incumbent will work directly with the President to develop and maintain accounting principles, practices and procedures for clients to ensure accurate and timely financial reporting, stream-line processes and develop automated solutions.
This position is accountable for the collection of tax-related information, reporting to taxation authorities at the federal, state, county and local levels and advising the team of the tax impact of various corporate strategies.
The Sr.
Tax/Accounting Associate is additionally responsible for the oversite, training and development of existing and new tax and accounting professionals.
Essential Duties and Responsibilities The essential functions include, but are not limited to the following: · Assigning and auditing the work of the Accounting staff to develop, implement and/or maintain one or a combination of generally accepted accounting systems · Assist and train team members in tax and with oversite of basic Accounting procedures (A/R, A/P, time billing, P/R, G/L, tax payments and inventory control) for all clients · Managing financial statement preparation and month end and quarterly closing for clients, tracking progress and project management for assigned clients · Monitoring and reviewing all record of assets, liabilities, and other financial transitions · Performing all basic accounting procedures, financial statement preparation, month end closing, journal entries and general ledger maintenance, inventory roll forwards, and fixed assets and margin analysis; preparing supporting schedules for financial statements preparation · Prepare individual, corporate, partnership, estate and non-profit tax returns · Research and correct process errors that caused incorrect tax filings · Negotiate with tax authorities over tax payment issues · Advise the team and/or management of the tax impact on corporate strategies or new tax/regulatory laws · Identify tax savings and prospective acquisition scenarios Minimum Qualifications (Knowledge, Skills, and Abilities) · Bachelor’s degree in Accounting, Finance, or Business-related field preferred · CPA or MBA a plus, minimum EA required · 5-10 years progressive accounting experience in public accounting or similar environment · Thorough knowledge of tax and general accounting including application of general accounting theory · Strong leadership and proven supervisory skills · Ability to develop and maintain strong client relationships · Demonstrated mentoring, coaching, and organizational administrative skills required · Exceptional analytical and problem solving abilities · Ability to work and interact with department and client organizations · Strong computer aptitude, including expertise with Microsoft Excel and Word as well as applicable workflow, tax and accounting software · Ability to work independently while managing multiple projects and deadlines · QuickBooks Online experience a must Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear.
The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls.
The employee is occasionally required to stand; walk; sit; reach with hands and arms.
The employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by this position include close vision, distance vision, peripheral vision, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Note This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.
Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.
To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.
Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.
The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Job Type: Full-time Pay: $65,000.
00 - $120,000.
00 per year Benefits: * Dental insurance * Health insurance * On-the-job training * Opportunities for advancement * Paid sick time * Paid time off * Paid training * Profit sharing * Vision insurance Experience level: * 10 years Schedule: * Extended hours * Monday to Friday * Weekends as needed Ability to Relocate: * Roseville, CA 95661: Relocate before starting work (Required) Work Location: In person
• Phone : NA
• Location : 755 Sunrise Avenue, Roseville, CA
• Post ID: 9101602262
