Position Summary
We are seeking an experienced tax professional to join our firm in a full-time, year-round position. The primary responsibilities will include tax return preparation, tax planning, and assisting with tax return review based on the candidate’s experience.
The ideal candidate will have experience preparing a variety of federal and South Carolina tax returns, including individual, partnership, S corporation, estate, and trust returns. Experience with C corporation returns is also helpful.
This position is well suited for someone who can independently manage tax assignments, research tax issues, communicate questions clearly, and work collaboratively with other preparers and reviewers. During tax season, the position will focus heavily on tax return preparation and review. Outside of tax season, responsibilities may include tax planning, amended returns, financial statements, notices, projections, and other tax-related projects.
Requirements
- At least five years of experience preparing individual, partnership, and S corporation tax returns
- Knowledge of federal and South Carolina tax requirements
- Strong knowledge of accounting principles and understanding of financial statements
- Ability to work independently and manage multiple deadlines
- Ability to communicate clearly within the department and work well with a team
- Familiarity with UltraTax is preferred
Job Responsibilities and Tasks
- Prepare individual, partnership, S corporation, estate, and trust income tax returns
- Assist with reviewing tax returns based on experience
- Prepare tax projections and assist with year-end tax planning
- Research federal and South Carolina tax questions
- Assist with amended returns, tax notices, and other tax-related projects
- Maintain accurate and organized workpapers
- Protect sensitive and confidential client information
- Collaborate with preparers and firm staff to resolve issues and questions as needed
Personal Characteristics
- Professional in attitude and appearance
- Trustworthy
- Detail-oriented and deadline-driven
- Strong analytical and problem-solving skills
- Comfortable asking questions when additional information is needed
- Able to manage deadlines without sacrificing accuracy
- Efficient, organized, and reliable
- Able to work well and contribute positively in a team environment
Compensation is based on experience. Health insurance and retirement benefits are not currently offered.
License or Certification
Benefits:
Education:
Experience:
- UltraTax: 1 year (Preferred)
- parternship and S corporation tax preparation: 5 years (Preferred)
- estate and trust income tax return preparation: 5 years (Preferred)
- tax return preparation: 5 years (Preferred)
License/Certification:
- CPA or EA license (Preferred)
Work Location: In person
