Offer summary

Qualifications:

Bachelor's degree in Accounting or Finance, 2+ years of tax preparation experience, Proficient in ATX tax software, Strong understanding of tax regulations, CPA, EA, or similar credentials preferred.

Key responsabilities:

Prepare and file federal and state tax returns

Generate financial statements and ensure compliance

Provide tax advice and guidance to clients

Maintain accurate records using ATX software

Collaborate with team and support junior staff

Job description

Accountant (ATX Tax Software Specialist)

Job Summary:

We are seeking an experienced Accountant with expertise in ATX tax software to manage and prepare complex tax filings and financial statements for our clients. The ideal candidate will possess a strong knowledge of tax preparation, compliance, and accounting principles, and will leverage ATX tax software to optimize the accuracy and efficiency of our tax services.

Key Responsibilities:

Tax Preparation and Filing:
- Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and LLCs using ATX tax software.
- Ensure accurate and timely filing of all tax forms, including quarterly and annual filings.
Financial Reporting and Compliance:
- Generate financial statements, balance sheets, and profit and loss statements.
- Ensure compliance with current tax laws and regulations to minimize potential audit risks.
- Assist in analyzing financial data to identify tax savings and planning opportunities.
Client Consultation:
- Provide tax advice and guidance to clients, addressing their questions and concerns regarding tax liabilities, deductions, credits, and tax planning strategies.
- Conduct reviews with clients to go over financial reports, tax planning, and areas for improvement.
Data Management and Analysis:
- Maintain accurate records of tax documents, client information, and financial transactions.
- Utilize ATX software for data entry, data management, and reporting to streamline processes and improve accuracy.
Collaboration and Team Support:
- Work closely with the accounting and finance team to ensure accurate bookkeeping and financial reporting.
- Support junior accountants and interns with ATX software training and tax preparation tasks.

Requirements:

Education: Bachelors degree in Accounting, Finance, or a related field.
Experience: 2+ years of experience in tax preparation and accounting, preferably with ATX tax software.
Skills:
- Proficient in ATX tax software, as well as general accounting software (e.g., QuickBooks, Excel).
- Strong understanding of federal, state, and local tax regulations.
- Excellent analytical, organizational, and communication skills.
Certifications (Preferred): CPA, EA, or similar tax-related credentials.

Preferred Qualifications:

Experience working with individual and business tax returns across various sectors.
Ability to provide strategic tax planning and consulting services.
Knowledge of recent tax legislation and compliance standards.

Required profile