Staff Accountant and Tax Preparer

Staff Accountant and Tax Preparer

Requirements

• Candidate must be willing to work in our Fort Myers, Florida (33907) or Minneapolis, Minnesota office during tax season and during most client appointments; flexible hours and occasionally working from home or remotely is acceptable after April 30th
• College or Advanced Degree, preferably in Accounting
• Certified Public Accountant (CPA) or Enrolled Agent; or earned within first year
• Two (2) years or more experience in accounting and taxation
• Strong understanding and ability to provide tax planning advice and to build trusted relationships with the firm’s small businesses and individuals
• Ability to prepare tax returns for individuals, corporations, trusts, and estates.
• Strong understanding and ability to apply Generally Accepted Accounting Principles to financial statements.
• Professional demeanor, friendly, enjoys working with others
• Ability to work well with a team of professionals
• Excellent written, verbal, and interpersonal skills
• Self-motivated
• Detail oriented
• Excellent organizational skills
• Ability to multi-task and work in a fast-paced environment.
• Experience with Intuit QuickBooks Desktop and Online versions
• Computer literate in Microsoft 365, Adobe, and other business-related software

Responsibilities

• Reports directly to the Senior Vice President of Accounting & Taxation
• Relationship Manager to the firm’s corporate and individual relationships
• Prepare tax returns for individuals, and all types of corporations such as S-Corps, Partnerships, C-Corps, and Not-for-Profits with a focus on ensuring accuracy and recommendations for both short- and long-term tax savings
• Prepare financial reports and bookkeeping services, as needed for tax preparation, and for payroll accuracy.
• Correspond with Federal and State taxing authorities, as needed
• Special projects leading to the overall growth of the organization
• Work closely with our wealth management financial advisors.
• If you have an interest, we can sponsor you to take the various financial securities tests to become a financial advisor. Over time, this could increase your overall compensation 2-4X.

Preferred Qualifications

• Experience with Intuit ProSeries and ProConnect is preferred but not required
• FINRA Series SEI, 63, and 65 licenses are a plus but not required
• Professional designation, such as the Certified Financial Planner is highly preferable, but not required