Job Summary:
Effectively work with tax team to provide quality tax services to clients in various industries, including manufacturing, construction, service, and wholesale/ distribution.
Job Responsibilities:
- Actively maintains the firm’s core values and service standards.
- Demonstrate a focused knowledge and understanding of individual, partnership, corporate and income tax areas
- Complete various tasks associated with income tax planning, research technical tax issues and assist with other business consulting projects
- Demonstrate the capacity to apply most general tax rules and concepts
- Participate in various projects to determine areas of interest for niche development
- Hone tax research and planning skills, including the ability to identify, analyze and articulate problems and opportunities, and propose solutions as a client advocate
- Effectively communicate results, both internally and externally on project and client information
- Understand client objectives and maximize the value of the service we provide with respect to attaining those objectives
- Manage client contacts and assist in the communication process for tax clients
- Preparation of complex tax returns
- Supervise and train staff and interns as requested, including (i.e. workflow on returns for less complex clients, use of systems, and internal processes and procedures)
- Review less complex tax returns
- Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time
- Obtain understanding of the economics of job performance by reviewing and working within the Firm operation, budget and billing constraints
- Attendance and participation in tax training as determined by management
- Participation in professional and business organizations as requested
- Involvement in client development and marketing efforts as requested
- Adhere to the Firm’s quality control standards
Qualifications:
- Bachelor’s degree in accounting from an accredited college
- Compliance to the 150 hour rule and/or a CPA
- Minimum of two (2) years public accounting experience
- Working knowledge of GAAP and OCBOA
- Strong technical, research, organizational and analytical skills
- Proficient in the use of Microsoft Office 365, Excel, Word and other software applications
- Excellent verbal and written communication skills
- Ability to meet deadlines
Benefits:
- Fully paid medical and dental insurance by the firm effective first day of employment
- Monetary contributions to HSA account by the firm (if enrolled in HSA plan)
- Employer paid life insurance (2x salary)
- Monthly cell phone stipend of $50
- 401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employment
- HSA, FSA, 529 plans, and Aflac
- Tuition, professional dues, and fees reimbursement
- Client and employee referral program
- Fridays off in the summer from Memorial Day to Labor Day (36-hour work week)
- Generous PTO days and paid holidays
- Flexible work schedule: in office, hybrid, or fully remote options for most positions
- Casual attire and atmosphere
- Employee Assistance Program
- We feed you (even if you aren’t hungry)
Humareso recognizes the value of diversity and is committed to creating an inclusive environment. Come join us and help build our community!