Tax Preparer

The PRO-FI W.A.Y.

P – Proactive Solution Seekers

R – Relentless Pursuers of Growth & Learning

O – Owners of Our Actions & Initiatives

F – Focused on the Value of Time

I – Inspired by Our Impact on Lives

W – Welcomes the Opportunity to Build Relationships

A – Attuned to Diversity & Teamwork

Y – Yearns for Consistent, Transparent Communication

We share these core values and the next team member will too!

Pro-Fi 20/20, CPAs is adding a Tax Preparer with 2 years tax experience to our team in our Suwanee, GA office, onsite and hybrid options.

Duties include, but are not limited to:

• Preparation and review of individual, corporate, partnership, fiduciary, and other types of tax returns.
• Preparation and review of income tax projections that involve multiple scenarios and complex analysis.
• Identify potential tax problem areas and propose solutions to management team.
• Receive, review, and resolve federal and state income tax controversy and inquiries.
• Identify opportunities to offer additional service solutions to existing clients.
• Serve as a technical resource to lesser experienced Tax team members.
• Assist with projects as needed.
• Research tax issues affecting the client and document conclusions and recommendations.
• Assist with other tax projects as needed.

Qualifications:

• Minimum of 2 years recent tax experience, preferably with a public accounting firm.
• Bachelor’s degree in Accounting, Master’s degree preferred, but not required.
• Experience with QuickBooks Online, CCH Axcess or CCH Pro System, a plus.
• Technical knowledge of accounting and tax concepts.
• Self-motivated and able to produce results with little direction.
• Superior verbal and written communication skills.
• Intermediate experience in Windows environment as well as Excel and Word required.
• Detail-oriented with excellent organizational skills.
• Superior analytical and research skills.
• Client-oriented work ethic.
• Willingness to adapt to changing priorities.
• Due to dealing with sensitive information, a criminal background check is required.
• Discretion when handling confidential information.

What Makes You a Great Fit

• Minimum of an Associate degree or equivalent work experience
• A people person with a warm personality
• One or more years of tax and accounting experience preferred.
• Time management and organizational skills; ability to handle multiple responsibilities and changing priorities is vital
• Ability to effectively communicate with all levels of in-house staff and clients
• Must be able to identify problems and offer workable solutions
• Ability to work independently, but also collaboratively
• Working knowledge of Microsoft Office Suite
• Ability to work under periods of high pressure with tight timeframes while maintaining focus
• Healthy comfort level with technology and ability to learn technology quickly. We are a high-tech paperless firm and we only consider tech-savvy applicants.
• Desire and ability to be innovative and creative with ideas to improve workflow efficiency
• Excellent listening, written and verbal communication skills
• Escalate operational and client issues as needed
• Discretion when handling confidential information

Due to the nature of our business, we do experience periods of peak workload, typically from January 1 - April 15 and September 1 - October 15, with busier periods being closer to deadline dates. A requirement of this role is the ability to work occasional overtime during this peak workload period and that may include a partial Saturday(s).

This role is for you if…

• You love working in a fun but professional environment
• You are energized when you beat deadlines
• You enjoy volunteering to give back to the community
• You thrive when challenged
• You enjoy transparency and constant communication
• You thrive on working with dependable team players
• You prioritize your workload in an efficient manner
• You absolutely love to laugh
• You cannot live without dual monitors
• You relish the challenge of finding efficiencies
• You embrace coaching notes and the opportunity to gain experience and improve
• You love GETTING to go to work instead of HAVING to go to work
• You understand what the line above means
• Your attention to detail is exceptional and you prefer order and organization
• You are a self-starter and take initiative with ease
• You understand the importance of treating others like you want to be treated
• You are driven by results, accountability, solutions, and impact

This role is not for you if…

• You prefer working solo as opposed to on a team
• You are not energized by challenges
• You assume deadlines are just a suggestion
• You prefer working with the bigger picture over details
• You loathe performance notes and feedback
• You are slow to adopt new technology
• You despise overtime and are a 40-hour a week person
• You think feedback is another word for confrontation
• Change makes you uncomfortable and you often resist it
• You see this position as a ‘for now’ job and not a career
• You think more about your next day off or of retirement than focusing on the current day
• You think relationship-building at work is a waste of time
• You are afraid to make an honest/correctable mistake
• You are insulted by someone reviewing your work
• You sneer about following the appropriate communication chain
• You don’t like to read (you made it this far)
• You like gossip
• You have no sense of humor
• You like to do the bare minimum or be told what to do all day

Deal Breakers (If these don’t fly, don’t apply)

• No eye-rollers
• Mandatory participation at our annual meetings
• You better love to laugh because we are funny! (Just check out our YouTube channel if you don’t believe it yet.)

What’s Next?

Still want to join our team? Great! If you enjoy working with motivated team members, apply today! We take culture very seriously, and because of that when it’s right, it’s right. If after reading the full job description you are thinking, “this sounds PERFECT for me,” then we want to get to know you. If you are not ready right this minute, that’s ok. This is an opportunity to see if the grass really is greener on the other side. When you do join the team, expect every day to have learning experiences with a driven group of really cool people (well, as cool as accountants can get). We strive to learn and grow and hope you will too.

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 2 years

Weekly day range:

• Monday to Friday
• Weekends as needed

Application Question(s):

• Do you have experience with CCHAxcess or other CCH Pro System?

Experience:

• QuickBooks online: 1 year (Preferred)
• Tax accounting: 2 years (Required)

Ability to Relocate:

• Suwanee, GA 30024: Relocate before starting work (Required)

Work Location: Hybrid remote in Suwanee, GA 30024