Staff Accountant

📋 Description

• Prepare workpapers and supporting schedules for various tax returns.
• Enter and organize client tax data accurately in tax-preparation software.
• Reconcile financial statements, bookkeeping records, and tax documents to return workpapers.
• Assist with tax projections, estimated tax calculations, extensions, and notices.
• Identify missing information, inconsistencies, and follow-up questions for review by senior staff.
• Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax

🎯 Requirements

• BS/BA Degree, accounting preferred
• CPA/EA-track candidate or interest in pursuing the licensure preferred.
• Accounting or tax-preparation experience is helpful but not required.
• Strong attention to detail and ability to work accurately with deadlines.
• Strong Excel and other software
• Ability to handle multiple priorities, clients, and tight deadlines.

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts