Job Description
Position Summary
This individual will lead and manage multiple tax engagements to deliver quality tax services for our clients.
- Job Description
- Preparation and review of federal and state income taxes for individuals, businesses, benefit funds, trust & estate, and exempt organizations.
- Build new and existing client relationships and demonstrate knowledge of client business.
- Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.
- Conduct research and provide guidance to staff on complex client business issues.
- Trains staff, reviews and evaluates their tax work.
- Manages multiple clients, budgets and production goals.
- Conduct tax research in latest legislative and IRS pronouncements.
- Prepare for and deliver mid-summer tax training sessions to staff.
- Advise colleagues of current tax developments and software updates at monthly staff meetings.
- Experience
- Masterβs degree in Taxation (not required), CPA or working towards certification.
- 3+ years prior experience in public accounting tax experience.
- Experience preparing individual, business, benefit fund, trust, estate, and exempt organization tax returns.
- Strong accounting and analytical skills, proficient in tax research.
- Strong computer skills: proficiency in Tax software, Excel, Word.
Zelle is an Equal Opportunity Employer
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