Summary

Serves internal clients as a tax and business advisory professional. Prepares and reviews tax returns and financial statements for closely held businesses, exempt orgs, and trusts. Demonstrates extensive knowledge of tax accounting principles with the ability to meet time constraints.

Key Responsibilities

• Prepare business, trust, and private foundation tax returns.
• Prepare tax return for a multi-state partnership with extensive pass-through entity investments
• Partner with multiple departments to document related party transactions and history of closely held businesses
• Proactively recognize problems and risks and identifies alternate solutions to situations.
• Performs tax research and other special projects as they occur.
• Provides feedback on streamlining processes for small business financial reporting
• Provides mentoring and technical training for employees in the SBA department.

Typical Education

• Bachelor’s Degree in Accounting required.
• 5-7 years of experience in tax accounting required.
• Valid Certified Public Accountant license

Other Information

• Extensive knowledge of tax accounting principles and IRS regulations.
• Skills in networking and developing relationships
• Ability to communicate clearly in writing and verbally.
• Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
• Ability to establish and maintain effective working relationships with co-workers and internal clients and other corporate departments.
• Proficient with computers, Microsoft Office, Tax Software, and related programs.