Overview
This role involves supporting Business Advisory Services (BAS) clients by organizing and coordinating tax data to support accurate and timely completion of individual and straightforward to moderately complex corporate, partnership, and S-Corp tax returns. The position also includes QuickBooks consulting and training, outsourced accounting, and frequent collaboration with other departments and associates.
Responsibilities
- Prepare required tax returns in accordance with firm and professional standards as directed by engagement leaders.
- Provide technical assistance to clients in accounting-related matters.
- Lead client QuickBooks Training.
- Communicate with engagement leaders and clients regarding open items and other pertinent matters in a timely manner.
- Conduct tax return interviews with clients as needed.
- Create, reconcile, and tie out trial balances.
- Review basic accounting trial balances.
- Train and mentor staff on simple accounting and tax returns.
- Proactively manage project timelines and budgets.
Requirements
- Bachelor’s degree required.
- Minimum of two (2) years of experience in accounting or tax preparation preferred.
- Active CPA licensure preferred.
- Proficient in QuickBooks Online.
- Minimum of 40 hours of continuing professional education required each year.
- Proficient in Microsoft Office, with an emphasis on Excel.
- Must be currently authorized to work in the United States on a full-time basis.
Compensation & Benefits
- 20 days of PTO plus 9 paid holidays.
- Medical plans (firm-paid for medical plans*), HSA and FSA options, Dental, Vision, and Nice Healthcare.
- 401(k) with a company safe harbor contribution.
- Identity Protection and other future-focused benefits.
- CPA assistance and completion bonus.
- Access to Becker learning platform.
- Tuition reimbursement.
- Note: *For applicable individual only medical plans.
Location
Multiple offices across the Twin Cities, with opportunities for in-office, hybrid, and remote work arrangements depending on the role and location.
Equal Opportunity Statement
The employer is an equal opportunity employer and values diversity in its workforce. Candidates of all backgrounds are encouraged to apply.