Duties & Responsibilities:

• Manage task list through Practice.
• Preparation of client tax returns to include: 990, 1040, 1120, 1120S, 1065, 706, 709 and 1041.
• Compilation, preparation and maintenance of client financial data and records ensuring that all financial data are recorded consistent with established policy and procedures.
• Interact with clients to obtain pertinent information and data needed to furnish work product, including research of tax issues and questions, and advising clients appropriately.
• Proof and issue monthly VFO adjustments and reporting.
• Prepare and/or proof sales tax returns, local tax returns, TPPSs, and Payroll tax returns and year end payroll reporting.
• Initial preparation of strategic and tax planning reporting.
• Assist with resolution of client tax notices.
• Prepare Reviewed, Issued, and GAAP-based financial statements.
• Prepare contractor license renewals.
• Prepare personal financial statements.
• Perform year-end adjustments to client’s books
• Provide assistance as needed to team and Partners, including support with special projects for Management and Partners as needed.
• Manage annual client service revenue by fulfilling CSG engagements.
• Identify clients for potential upsell of the Firm’s service offerings.
• Generate and establishment of new client relationships and referrals.
• Identify, initiate, and secure annual CSG change orders for existing clients.

• Maintain good standing with AICPA
• Obtain 40 hours of Accounting CPE annually