Qualifications
Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting beneficial, masters degree in taxation preferred
Experience
Eiight(8) to Ten (10) years of prior experience
Prior basic supervisory experience preferred
Prior experience with individual tax return experience (Form 1040)
Foundation of basic accounting skills including trial balance and journal entries
Understanding of financial statements and the underlying supporting workpapers
Experience in working on Form 1040 (High Net Worth Individuals)
Experience in working on K-1’s
Proficient in K-1 reclassifications and sale of PTP K-1’s
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
Experience in all tax compliance process software including GoFileRoom, GoSystemRS, SurePrep, Caseware, Prosystems, or comparable programs and standard tax workpapers
Other Knowledge, Skills Abilities
Solid verbal and written communication skills
Ability to follow instructions as directed by members of Tax Team
Ability to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance
Ability to effectively delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Ability to work well in a team environment
Ability to manage multiple projects under deadline with supervision