Staff Accountant I

Staff Accountant I - Tax

Summary Description

The Staff Accountant I (Tax) prepares Federal and State Income Tax Returns for private equity and venture capital clients. The returns are typically partnership or corporation income tax returns. Additional responsibilities that may arise include satisfying other periodic reporting and filing obligations which clients may be subject to. This position will require interaction with clients, internal accounting teams, and other tax team members.

Essential Duties and Responsibilities

• Collect necessary information under the direction of the Tax Senior or Tax Manager;
• Prepare detailed work papers to firm standards;
• Utilize the tax preparation software to complete Federal and State Tax Returns, and other filings and deliverables;
• Keep the Tax Senior and Tax Manager informed on the progress of the work;
• Process tax filings, including submitting and tracking electronically filed returns;
• Maintain tax department filing systems and tracking systems and;
• Work on special projects as needed.

Problem Resolution and Administration

• Basic knowledge of simple tax principles with the ability to exercise good judgement in selecting and interpreting information;
• Proficient client service skills with an aptitude to understand the clients' business and maintain strong client relationships;
• Dedication and motivation to achieve high standards of client service and professional in the performance of duties;
• Ability to organize and prioritize work, strong attention to detail and to effectively provide team members and others with information and assistance as needed;
• Ability to multi-task between different tasks and internal demands throughout the day;
• Continually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities and;
• Additional duties as assigned by management.

Knowledge and Skills

• Sound knowledge of tax accounting principles, methods, procedures, internal controls with the ability to exercise good judgement in selecting and interpreting information;
• Excellent client service skills with an aptitude to understand the clients' business and maintain strong client relationships;
• Dedication and motivation to achieve high standards of client service and professional in the performance of duties;
• Ability to organize and prioritize work, assisting in the coordination of the work of other team members as needed;
• Sound computer and technical skills, including the use of MS Office Suite;
• Ability to effectively provide team members and others with information, training and assistance as needed;
• Demonstrate sound research, interpretive and problem-solving abilities;
• Strong attention to detail and;
• Additional duties as assigned by management.

Qualifications

• 0 - 2 years' (relevant) experience in Tax Accounting, Finance or related field preferred;
• Minimum of a Bachelor's Degree in Accounting or related field;
• Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) certification is preferred;
• Proficient in Microsoft Office Suite;
• Ability to multitask, time management, attention to detail, planning and problem-solving skills required;
• Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients;
• Ability to work in a fast-paced environment and handle multiple priorities and deadlines.

Physical and Other Requirements

• At times, as business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job.
• The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • While performing the duties of this job, the employee is regularly required to sit and stand;
  • The employee must occasionally lift and/or move up to 10lbs and;
  • Specific vision abilities are required within this position.
• Occasional travel (approximately 10% or less) may be required in this position.
• Reasonable accommodations may be made to enable employees to perform the essential functions.