Staff Accountant I - FWSG

Overview

The organization is seeking a Staff Accountant I to support audits, reviews, compilations, tax return preparation, and related accounting and tax services. Work is performed under supervision and includes assisting with tax research, tax planning, corporate accounting engagements, and preparation of financial statements, with communication as needed with the reviewer, Manager, or Principal. This position works extra hours during tax season.

Responsibilities

• Perform all work according to the firm’s methods, policies, and procedures.
• Prepare workpapers and individual tax returns.
• Prepare tax return extensions as needed.
• Perform bookkeeping tasks for individuals and/or estate trusts.
• Set up and organize engagement binders as needed.
• Prepare workpapers for estate/trust income tax returns.
• Prepare client correspondence and communicate in a timely and responsive manner with fellow employees.
• Complete corporate accounting engagements, including preparation of financial statements and communication as needed with the reviewer, Manager, or Principal.
• Promote collaboration and maintain positive work relationships; actively participate in team-oriented objectives and activities.
• Demonstrate engagement in understanding the reasons behind methods and practices; identify and evaluate possible causes of issues; remain open to new ideas and improvements; proactively test, validate, modify, and improve methods.
• Conform to professional standards, maintaining excellence and integrity; build internal/external customer respect and loyalty; contribute to a culture of continuous improvement and innovation.
• Make daily decisions and adjust activities to enhance profitability; identify and take advantage of opportunities to accomplish multiple tasks; take action without being asked or required.
• Perform other tasks as assigned.

Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• Bachelor’s degree in accounting or finance required.
• One or more years of related experience.
• Understanding of the basic principles of accounting.

Other Skills / Abilities

• Excellent oral and written communication skills.
• Proven ability to handle multiple projects simultaneously.
• Strong understanding of US tax regulations.
• Knowledge of state and federal tax form processes and the ability to accurately and properly prepare forms for each.
• Ability to prioritize daily tasks and meet timely obligations with many clients.
• Knowledge of accounting processes and advanced mathematical skills.
• Experience consulting tax handbooks or other printed materials to determine proper procedure for challenging returns.
• Skilled using various accounting software and experience troubleshooting common accounting program problems.
• Personal integrity when working with personal and sensitive financial information.
• Professional experience in financial forecasting and risk analysis.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional non-local travel may be required no more than 5–10% of the year, depending on the client base.
• Occasional lifting of boxes and/or paperwork up to 25 pounds.

Compensation & Benefits

• Competitive compensation package.
• Health, dental, and vision coverage.
• 15 days of PTO to start.
• 12 paid holidays.
• 401(k) plan with 3% contribution each year.
• Company-paid life, short-term, and long-term disability insurance.
• Free parking.
• Flexible summer hours, with some ability to work remotely.
• Meals and snacks during the tax busy season.
• Business casual attire (“dress for your day”) based on the daily schedule.
• Flexible work schedule available year round.

Location

No location details were provided in the job description.