Responsibilities:
Proactively identify solutions and find ways to make things work
Manage multiple clients and handle all aspects of tax preparation and tax planning from A to Z
Provide tax, audit, and bookkeeping services
Conduct face-to-face client meetings (70% of the time)
Required Skills:
2-4 years experience in public accounting
Strong software and computer skills, including proficiency in Lacerte tax software
Advanced Excel skills (pivot tables, formulas)
Excellent organizational skills
Qualifications:
EA or CPA designation preferred, or actively working towards obtaining one of them.
Work Environment:
100% in-office position
(none specified)
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