Individual Tax Specialist
- Employer
- MBE CPAs
- Location
- Wausau
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Audit / Tax
- Job Type
- Long-Term
- Hours
- Full Time
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*Position Overview*
The Individual Tax Specialist is responsible for learning and applying technical skills and working as a part of the team. They are responsible for timely and accurate tax preparation for individuals as well as other general accounting duties as assigned.
*Primary Duties and Responsibilities*
Individual (1040) tax preparation.
Assist clients with IRS correspondence when appropriate
Assist with and prep 1099's and other miscellaneous year end work.
Assist other individual tax preparers in the firm to learn and perform their essential job duties.
Develop compiled financial statements and sales tax reporting.
Assist with client bookkeeping including banking, reconciliation, deposits, ledger entries, office filing, A/R, and A/P.
Trial balance and QuickBooks work.
Provide QuickBooks support and consulting. Train clients on managing their records.
Maintain billable budget and utilization.
*Additional Duties and Responsibilities*
Build strong team and client relationships.
Assist with development and implementation of additional policies and procedures.
Attend client meetings as requested.
Attend company meetings as required.
Other duties as assigned or requested.
*Core Values*
?? *Client-Centric*
?? *Proactive*
?? *Accountability*
?? *Innovate*
?? *Educate*
?? *Trust*
?? *Challenge The Status Quo*
*Performance Competencies*
?? *Integrity* - Does not cut corners. Puts the interests of the business above self. Earns trust of employees and executives.
?? *Team Building* - Achieves cohesion and effective team spirit with subordinates. Sustains an environment characterized by open, honest working relations where differences are constructively addressed rather than ignored, suppressed, or denied. Can delegate and empower those that show the ability to take on more responsibility.
?? *Adaptability* - Adapts to changes in the work environment, manages competing demands and can deal with frequent changes, delays or unexpected events.
?? *Dependability* - Consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.
?? *Safety and Security *-Observes safety and instills a safety culture in their area of responsibility. Follows security procedures and uses equipment and materials properly.
?? *Work Ethic* - Encourages and displays a good work ethic and positive attitude among team members.
?? *Independence *- Able to work effectively with minimal ongoing management and direction. Asks questions when necessary to maintain effectiveness.
*Qualifications - Knowledge, Skills and Abilities*
?? *Education and Experience* - Two (2) years' experience in general accounting or individual tax preparation. Experience in Quickbooks software.
?? *Certificates, Licenses and Registrations* - Complete or in process CPA certification
?? *Communication* - Has strong interpersonal skills and is skilled in communicating complex technical information so that it is understood by clients
?? *Industry Knowledge* - General knowledge of market trends including opportunities and local business initiatives
?? *Financial Reporting and Documentation* - Understands content of financial reports: Profit & Loss, Balance Sheet, and Cash Flow. Able to interpret results and translate into focused actions and performance tracking through Key Performance Indicators (KPIs) in appropriate areas.
?? *Strategic* - Can develop a strong understanding of company goals and direction and is able to contribute to future planning. Understands the overall purpose of each role in the company and is able to determine proper functions and interventions when needed.
?? *Mathematical* - Has the ability to compute rate, ratio, and percentages and to interpret financial reports. Can analyze performance against business plans and industry benchmarks.
?? *Technology* - Proficient in the use of computers and computer software.
?? *Training* - Can create, implement and encourage ongoing training activities for all employees.
*Training*
?? Sarbanes Oxley, GAAP & GAAS
?? MBE Products and Services and its Subsidiaries.
*Development Opportunities*
TBD
Job Types: Full-time, Part-time
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Life insurance
* Paid time off
Schedule:
* Monday to Friday
Application Question(s):
* What would your ideal wage be and location?
Education:
* Associate (Preferred)
Experience:
* Tax Experience: 3 years (Preferred)
* Customer Service: 5 years (Preferred)
License/Certification:
* CPA (Preferred)
Work Location:
* Multiple locations
Work Remotely:
* No
Work Location: Multiple Locations
The Individual Tax Specialist is responsible for learning and applying technical skills and working as a part of the team. They are responsible for timely and accurate tax preparation for individuals as well as other general accounting duties as assigned.
*Primary Duties and Responsibilities*
Individual (1040) tax preparation.
Assist clients with IRS correspondence when appropriate
Assist with and prep 1099's and other miscellaneous year end work.
Assist other individual tax preparers in the firm to learn and perform their essential job duties.
Develop compiled financial statements and sales tax reporting.
Assist with client bookkeeping including banking, reconciliation, deposits, ledger entries, office filing, A/R, and A/P.
Trial balance and QuickBooks work.
Provide QuickBooks support and consulting. Train clients on managing their records.
Maintain billable budget and utilization.
*Additional Duties and Responsibilities*
Build strong team and client relationships.
Assist with development and implementation of additional policies and procedures.
Attend client meetings as requested.
Attend company meetings as required.
Other duties as assigned or requested.
*Core Values*
?? *Client-Centric*
?? *Proactive*
?? *Accountability*
?? *Innovate*
?? *Educate*
?? *Trust*
?? *Challenge The Status Quo*
*Performance Competencies*
?? *Integrity* - Does not cut corners. Puts the interests of the business above self. Earns trust of employees and executives.
?? *Team Building* - Achieves cohesion and effective team spirit with subordinates. Sustains an environment characterized by open, honest working relations where differences are constructively addressed rather than ignored, suppressed, or denied. Can delegate and empower those that show the ability to take on more responsibility.
?? *Adaptability* - Adapts to changes in the work environment, manages competing demands and can deal with frequent changes, delays or unexpected events.
?? *Dependability* - Consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.
?? *Safety and Security *-Observes safety and instills a safety culture in their area of responsibility. Follows security procedures and uses equipment and materials properly.
?? *Work Ethic* - Encourages and displays a good work ethic and positive attitude among team members.
?? *Independence *- Able to work effectively with minimal ongoing management and direction. Asks questions when necessary to maintain effectiveness.
*Qualifications - Knowledge, Skills and Abilities*
?? *Education and Experience* - Two (2) years' experience in general accounting or individual tax preparation. Experience in Quickbooks software.
?? *Certificates, Licenses and Registrations* - Complete or in process CPA certification
?? *Communication* - Has strong interpersonal skills and is skilled in communicating complex technical information so that it is understood by clients
?? *Industry Knowledge* - General knowledge of market trends including opportunities and local business initiatives
?? *Financial Reporting and Documentation* - Understands content of financial reports: Profit & Loss, Balance Sheet, and Cash Flow. Able to interpret results and translate into focused actions and performance tracking through Key Performance Indicators (KPIs) in appropriate areas.
?? *Strategic* - Can develop a strong understanding of company goals and direction and is able to contribute to future planning. Understands the overall purpose of each role in the company and is able to determine proper functions and interventions when needed.
?? *Mathematical* - Has the ability to compute rate, ratio, and percentages and to interpret financial reports. Can analyze performance against business plans and industry benchmarks.
?? *Technology* - Proficient in the use of computers and computer software.
?? *Training* - Can create, implement and encourage ongoing training activities for all employees.
*Training*
?? Sarbanes Oxley, GAAP & GAAS
?? MBE Products and Services and its Subsidiaries.
*Development Opportunities*
TBD
Job Types: Full-time, Part-time
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Life insurance
* Paid time off
Schedule:
* Monday to Friday
Application Question(s):
* What would your ideal wage be and location?
Education:
* Associate (Preferred)
Experience:
* Tax Experience: 3 years (Preferred)
* Customer Service: 5 years (Preferred)
License/Certification:
* CPA (Preferred)
Work Location:
* Multiple locations
Work Remotely:
* No
Work Location: Multiple Locations
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