Tax Accountant

Responsibilities:

  • Provide staff level support in corporate, partnership, and individual tax compliance, specifically in the preparation and review of federal and state income returns, with clear understanding of the underlying numbers and mechanics of the tax return
  • Ensure that client companies comply with periodic tax payments, information reporting, and other taxing authority requirements.
  • Provide input regarding effects of business activities on taxes, on strategies for minimizing tax liability, and opportunities to better utilize tax technology
  • Prepare and review numerous tax vouchers, coordinate checks and certified mailings for tax estimates and extensions
  • Prepare, analyze, and review financial and tax accounts, records, and reports
  • Compute taxes owed according to prescribed rates, laws, and regulations
  • Collaborate with Partners as appropriate in research, development and analysis of tax planning opportunities, research and develop appropriate timely responses to IRS and Department of Revenue information data requests
  • Assist in the development of sound audit defense strategies
  • Research state tax incentive opportunities,  prepare and review necessary forms / documentation to be included in annual state income tax returns
  • Prepare and review depreciation schedules including proper classification of assets
  • Prepare, review, and organize workpapers for client files
  • Perform other essential duties as needed

Qualifications

Required

  • BA/BS in Accounting
  • 3-5 years income tax compliance and accounting experience
  • Organized and able to prioritize and manage multiple responsibilities
  • Strong attention to detail

Preferred

  • CPA, Enrolled Agent, or working toward obtaining either license
  • Experience utilizing tax return preparation software (preferably ProSystem fx)
  • Advanced MS Excel skills
  • Possess a basic understanding of book/tax differences
  • Ability to analyze current processes, identify issues, and recommend solutions

 

Staff Accountant

Responsibilities:

In order to succeed in this type of environment, you have to have an open mind, a positive attitude and a willingness to take on any challenge. We look for people who display a willingness to explore solutions to problems without requiring hand-holding. We need someone with an understanding of general ledger accounting, a proficiency in Excel, and the utmost attention to detail. You’ll be responsible for the following:

  • Assisting in yearly closing process.
  • Balance sheet, intercompany, and bank reconciliations.
  • Revenue and expense allocations and entries.
  • Fixed asset review, capitalization and depreciation.
  • Financial, accounting, and analytical projects.
  • Other projects and responsibilities.

Qualifications:

  • Bachelor’s degree in Accounting/Finance, or equivalent training.
  • 1 - 5 years’ experience.
  • Experience with Microsoft Excel and Outlook required.
  • Strong oral and written communication skills.
  • The ability to multi-task and change gears under pressure are extremely important.
  • Highly organized and flexible in a dynamic work environment.
  • A willingness to see no task as too large or too small.
  • Inquisitiveness and the desire to change processes for the better.
  • Highly motivated to learn within a growing entrepreneurial organization, confident, and passionate about a high level of service.

 

Accounting and Auditing Manager

Responsibilities:

  • Supervise, train and mentor staff in all facets of the job.
  • Be able to detail review of audits, reviews and compilations for clients in various industries.
  • Independently manage small, medium and large clients and have the ability to recognize what staff is needed.
  • Assist the client to reach their full potential.
  • Interface with clients, staff and owners, including participation in year-end meetings.
  • Excellent understanding of the peer review process.
  • Working knowledge of tax laws.

Basic Qualifications/Requirements:

  • The ideal candidate should have at least 5-10 years of experience with a public accounting firm.
  • Ideal candidate should have at least one year of management experience. 
  • Certified Public Accountant (CPA) is required.

Preferred Qualifications:

  • Full understanding of the construction industry; including preparation of work in process schedules and assisting clients and staff in preparation of same.
  • Experience with the sales, mergers and acquisitions of various types of businesses. Ability to assist clients and staff during this process would be a plus.
  • Peer review.
  • Benefit Plan (401K) Audits
  • Professionals - doctors, dentist, lawyers

Accounting Paraprofessional

Qualifications: 

  • Minimum of 5 years of paraprofessional experience.
  • 3 years QuickBooks Pro and or QuickBooks On-line experience with high level knowledge of Accounts Payable, Receivable and Payroll transactions.
  • Proficient in setting up QuickBooks accounts, including use of classes, job costing and budgeting functions.
  • Familiarity or knowledge of other QuickBooks Pro and Intuit Payroll products desirable.
  • QuickBooks Pro certification preferred.
  • Prior experience in CPA firm is preferred.
  • Proficient in Outlook, Excel, Word, and Acrobat Pro.
  • Proficient in preparing work papers and reviewing supporting documents in a paperless environment.
  • Solid communication, organizational and client service skills.
  • Willingness to learn new applications and share knowledge with other staff.

Paraprofessional Responsibilities:

  • Provide write-up services on a monthly, quarterly or annual basis to a variety of firm clients as needed.
  • Trust Administration preferred.
  • Setup QuickBooks data files from scratch and be able to customize to fit client industry and specialized reporting requirements.
  • Train clients in setup and use of QuickBooks accounting software.
  • Follow up with clients for information, forms, communicate critical deadlines to ensure timely completion of engagements.
  • Ability to work independently with clients.
  • Other paraprofessional services as assigned.
  • Prepare 1099s, W-2s, BPOL, PPT and other forms for clients as needed.
  • Limited travel to client sites when required for training or support.

Administrative Responsibilities:

  • Handle photocopying, scanning and filing of all necessary documents in an electronic filing system
  • Other administrative tasks as assigned

 

Benefits Include:

  • 401(k) with 20% match
  • Health care, vision and dental
  • Vacation and sick leave
  • Excellent advancement opportunities

 

Please forward resume and salary requirements to Chris Kotler, Firm Administrator, at ckotler@bormel-grice.com.   

 

Equal Employment Opportunity

It is the firm's policy to provide equal opportunity to all qualified persons without regard to race, creed, color, gender, age, national origin, religion, disability, or veteran status.

 

Certifications / Associations