Responsibilities:
· Review multi-state partnership, S-Corp, and C-Corp consolidated returns
· Prepare and review high complexity individual returns
· Resource for other tax preparers - Supervise, review and advise them on their work
· Resolve accounting discrepancies and irregularities
· Addressing and resolving client concerns and issues
· Resolve IRS & State letters
· Tax planning for business clients
· Manage and develop client workflow
· Respond to client and firm associate requests in a timely, accurate and professional manner
· Prepare and review client correspondence, letters, e-mail, etc.
· Plan and schedule engagement fieldwork with clients
· Communicate proactively with clients and other employees on important matters in a timely manner
· Participate in training, continuing education, direction, motivation and feedback with other employees
· Participate in networking events and organizations
· Maintain confidentiality of all customer data
· Use of CRM to track all client contact and data
Skills:
· Bachelor’s degree in accounting
· Enrolled Agent or CPA
· Proficient with cloud software use
· Excellent communication skills
· Excellent research skills
· Intuit Pro-series software experience
· Ability to prioritize tasks needed to be done in a timely manner
· Attention to detail
· Broad knowledge in several industries
Preferred Qualifications:
· 5+ years of job-related experience
· Accounting experience working with privately held businesses
· QuickBooks Online experience
· Sales and marketing experience
· Customer relations experience
· Account management experience
· Intuit Proseries software experience
Schedule & Pay
• Full-time opportunity
How to Apply
Call today for a phone interview: 727-479-0679
Email resumes: Jobs.StPetersburgFL@ExpressPros.com
Apply online: www.expresspros.com/stpetersburgfl
Visit us: 4439 Park Boulevard, Pinellas Park, FL 33781