Tax Accountant/Auditor CPA

Location: Columbia, SC
Tax Accountant/Auditor CPA
Columbia, SC
CPA OR EA Required
A Financial Services company is in search of a skilled SENIOR STAFF ACCOUNTANT who has a true passion for assisting small business owners in managing their financial affairs. The ideal candidate should have a strong understanding of tax return processes. This role offers the opportunity to gain valuable knowledge of various industries and business structures, opening doors for personal growth and development.

As a "back-office" accountant/CFO, you will be responsible for overseeing multiple small business clients. Your main tasks will include:

  • Maintaining financial reports, records, and general ledger accounts.
  • Preparing journal entries, analyses, and account reconciliations, including monthly closing processes.
  • Contributing to the development and review of annual operating budgets and performance projections.
  • Meeting processing and reporting deadlines for payroll, payroll tax returns, and sales tax.
  • Responding to information requests, reviewing financial statements, and assisting with internal audits.
  • Performing year-end financial reviews, preparing depreciation schedules, and handling tax return preparation for various types of business entities.
  • Ensuring compliance with Generally Accepted Accounting Principles (GAAP).
  • Addressing tax notices on behalf of clients.
  • Participating in client meetings, whether in-person or through virtual platforms like phone and Zoom.
  • Conducting reviews of client deliverables prepared by bookkeepers.
  • Assisting the managing CPA as necessary.
  • Providing training to bookkeepers and interns when required.
  • Collecting tax forms and maintaining thorough client paperwork records.
  • Following firm procedures for obtaining tax documentation from all tax return clients.
  • Conducting tax intake meetings to ensure the acquisition of necessary paperwork for various client circumstances.
  • Using Lacerte to enter client tax data and performing diagnostics to ensure accuracy.
  • Collaborating with the team to ensure seamless flow of tax returns and meeting deadlines.
  • Identifying potential tax credits to maximize tax benefits for clients.
  • Providing tax solutions for complex tax issues or errors resulting from incorrect tax filings.
  • Identifying legal tax-saving opportunities and recommending strategies to improve profitability.
  • Ensuring clients' compliance with federal, state, and local tax regulations.
  • Staying up-to-date with tax changes and industry trends through educational opportunities, professional organizations, networking, and professional publications.
  • A Bachelor's degree in Accounting or Finance, with 3-5 years of accounting experience in a fast-paced accounting firm.
  • Thorough understanding of financial statements and general ledger accounting.
  • Demonstrated meticulousness and proficiency in analyzing financial data, coupled with the ability to effectively engage with clients.
  • Strong leadership skills and the ability to take full responsibility for high-volume client deadlines and reporting.
  • Capability to accurately track billable time in increments of at least 15 minutes throughout the workday.
  • Ability to handle multiple clients and tasks simultaneously, including transactional bookkeeping and accurate processing of tax returns during tax season with attention to detail.
  • Effective verbal and written communication skills, with the capability to explain complex tax matters in clear terms.
  • A team-oriented, kind, dedicated, and loyal approach to work, with the availability to work at the office.
  • Proficiency in Excel, QuickBooks Desktop, QuickBooks Online, CCH, and Lacerte.
  • Annual Continuing Professional Education (CPE) provided by the company.
  • Additional qualifications such as EA (Enrolled Agent), CPA (Certified Public Accountant), or progress towards obtaining these designations would be advantageous.
  • Salary will be based on experience
  • Team outings (Fun!)
  • Potential for bonuses
  • Company-paid health insurance & life insurance
  • Casual work environment
  • Flexible schedule
  • Vision, Dental, and Disability insurances are available
  • Paid time-off and Holidays
  • Health spending accounts
  • Comp time
  • 401(k) / Roth 401(k) component
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