Accounting and Tax Advisor, CPA Firm - On-Site (HP958011)

Full Job Description

Job Description

The Accounting and Tax Advisor will be passionate about delivering quality solutions that make a difference in the personal lives and businesses he/she serves professionally. The Accounting and Tax Advisor’s commitment will lead to trusted relationships with clients who know he/she has their best interests and goals in mind. 

Job Summary

Provides expert recommendations, options, and strategies to help business owners achieve their financial and operational goals.

Reviews, prepares, reconciles, and analyzes accounting records and financial reports.

Demonstrates expertise in tax preparation, proficiently preparing federal, state, or local tax returns for individuals, business establishments, or other organizations.

Manages and cultivates client relationships.

Accounting General Accountabilities

Monitors, reviews, and verifies accounting records and transactions for accuracy, timeliness, and adequacy of supporting documentation.

Manages client accounts ensuring accuracy and adherence to compliance with internal policies, agency rules and regulations, and generally accepted accounting principles.

Reviews, analyzes and prepares financial statements conducting thorough analyses to identify discrepancies and inconsistencies prior to distribution.

Executes financial statement audits, leveraging strong analytical and auditing skills to ensure compliance with auditing standards and identify areas for improvement

Clarifies or research issues as necessary.

Provides input for the development of accounting applications, reports, forms, records, and documented procedures.

Assists in development of financial projections and forecasts.

Examines accounts and records and computes taxes owed according to prescribed rates, laws, and regulations.

Advises team regarding effects of business activities on taxes, and on strategies for minimizing tax liability.

Ensures that the organization complies with taxing authority requirements.

Represents organization before taxing associations.

Organizes and maintains tax records and conducts tax studies and special projects.

Provides tax advice.