Senior Tax Accountant

Location: Rathdrum, ID
Date Posted: 06-27-2017
ADEPT BUSINESS SOLUTIONS, Rathdrum ID
Expanding fast - Looking for a dedicated, expansion-driven
SENIOR TAX ACCOUNTANT
 
About us:
At Adept Business Solutions (aka Tax Pro Solutions), we’re different. We don’t just record history. We help our clients write it, with a complete lineup of court-tested, IRS-approved concepts and strategies to give them the savings they really want and deserve. Our firm provides a coordinated approach to income tax preparation and pro-active tax planning for business owners and individuals across the United States.
 
We have been serving the business community since 1995. We specialize in working with successful entrepreneurs
nationwide. We are conveniently located in historic downtown Rathdrum on Main Street. We are actively involved in our local community by serving on the Economic Development Committee and also the December d’Lights committee of the Rathdrum Chamber and serve on the board of the Spirit Lake Chamber.
 
Our location: 8065 West Main Street, Rathdrum, ID 83858  http://www.adeptbusiness.biz/index.php
 
Your mission:
  • Identify and organize client’s documentation. Facilitation and coordination with clients to obtain
    missing information.
  • Prepare and post adjusting journal entries as needed to organize the tax file for preparation.
  • Prepare individual, partnership, corporation, and exempt organization tax returns.
  • Assist with the preparation of pro-active, customized tax plans.
  • Monthly/quarterly/annual financial statement preparation for a variety of clients.
  • Take on anything that you can that will save us time. Be willing to roll up your sleeves and help by doing whatever needs to be done so we get the job done timely and efficiently.

Specific responsibilities & duties to include:  
  • Assist with onboarding new clients - set up a QuickBooks file, download documentation, reconcile accounts, preparation of financial statements, etc.
  • Review financial statements prepared by bookkeeping staff
  • Meet with clients to discuss financial matters
  • Tax return preparation using Lacerte software - individual, business, and exempt organization tax returns
  • Take tax appointments
  • Tax return review
  • Preparation of tax projections
  • Assist with tax planning engagements - analysis & preparation of spreadsheets
  • Attend community functions - ex: Chamber meetings, etc.
  • Mentor bookkeeping & tax staff - be available to answer questions
  • Other duties as assigned
 
Required Qualifications and Experience:
  • License and education - Enrolled Agent or a CPA with up to date license and PTIN. You must have a minimum of 5 years’ experience in a full-service tax/accounting office.
  • Technology – comfortable with technology and able to quickly learn new software. Must have an expert level of proficiency with MS Word, Excel, Outlook, QuickBooks, and Lacerte tax software.
  • Experience – you are able to accurately prepare business tax returns, higher level personal tax returns, and exempt organization tax returns with minimal assistance.
  • Independent – don’t need me to micro-manage things but instead you excel when given clear outcomes for the things you are responsible for.
  • Common sense – must possess a great deal of common sense and business sense.
  • Multiple tasks – must be able to handle multiple projects and tasks across a broad front (at the same time). You need to be able to move from one to the other in a way that ensures nothing is missed.
  • Problem and project owner – you will need to take charge of the project and work independently to see a project through to its completion. You don’t need anyone telling you to start the next step in the process, rather, you consistently complete projects from start to finish and enjoy taking on new challenges.
 
Other desired Personality Characteristics:
  • Self-Starter – you are able to take on projects with meticulous attention to detail and excellence in follow through.
  • Resourceful – you always find a way to make it work. Solution oriented.
  • Solid people skills – able to get things done by working well with people (clients and staff) in a strong team environment.
  • Flexible – you can gracefully handle changing priorities and effectively deal with unexpected obstacles.
  • Super organized – able to handle a large variety of projects and make sure nothing slips between the cracks.
  • Utterly reliable – I need to be able to count on you, no matter what.
  • Completely trustworthy – you stand behind your word and your work.
  • Well-spoken – articulate in both written and verbal communication. Possess great phone skills.
  • Systems – always looking for ways to create systems and structure to make projects and tasks flow better and be easier for the future.
  • Leadership – you will be expected to answer routine questions and help develop other staff members,
  • Strong organization skills – ability to leap over hurdles of incomplete data by gathering information necessary to prepare complete and accurate tax returns and tax plans. This includes strong organizations skills and forethought to consider what may be missing.
  • Strong customer service skills – our company offers exceptional customer service to each of our clients. It is important that new team members understand and embrace this philosophy. 
  • Kind to others, team player, good morals, high energy level, flexible, self-confident, predictable, enthusiastic, good self-control, results oriented, objective, analytical thinker.
     
Offered Salary & Other Compensation:
Depending on your experience and performance record, we offer
  • a yearly salary of $50,000 - $70,000 including monthly, performance-based  commissions,
  • 9 major holidays - paid time,
  • 1 week vacation after 1 year, 2 weeks’ vacation after 2 years, 3 weeks’ vacation after 5 years,
  • 4 sick days/year after 90 days of employment,
  • Eligible to participate in SIMPLE plan after 90 days of employment.
NOTE: Additional hours will be required during tax season (January - April), outside of tax season we are open Monday - Thursday. Friday hours are reserved for catching up on various projects and may be taken off if work load is current.

IMPORTANT NOTE:
Please do not call the practice. We do NOT accept phone applications. Thank you for applying through the link provided below.
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