Qualifications• Bachelors degree in Accounting or other relevant field required• Masters degree in Accounting beneficial, masters degree in taxation preferred
Experience• 8 to 10 years of prior experience in working on Form 1040 (High Net Worth Individuals)• Prior experience in working on K-1’s, Form 1040 (HNI), 1041, Gift Tax Return, 990 PF• Proficient in K-1 reclassifications and sale of PTP K-1’s• Prior experience with individual tax return experience (Form 1040)• Prior basic supervisory experience preferred• Foundation of basic accounting skills including trial balance and journal entries• Understanding of financial statements and the underlying supporting workpapers• CPA, EA would be added adavantage
Software• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat• Experience in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, Prosystems, or comparable programs and standard tax workpapersOther 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