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Smith Schafer CPAs

Senior Tax Accountant

Smith Schafer CPAs, Minneapolis, Minnesota, United States, 55400

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Smith Schafer CPAs Get AI-powered advice on this job and more exclusive features. Description

Experience. Integrity. Results. Our success is measured in yours! Since 1971, Smith Schafer has been one of Minnesota’s most successful CPA firms and continues to experience incredible growth. Come join our team!

Smith Schafer offers flexible work schedules and hybrid work arrangement options!

Sign-on Bonus! Shorter Summer Hours! Paid Professional Development! Awesome Benefits!

Job Summary

Smith Schafer & Associates is currently seeking a dedicated and goal oriented Senior Tax Accountant with an emphasis in trust, estate, gift, and complex individual tax returns to join our team. A Senior Accountant prepares and reviews complex tax returns and provides coaching and training for entry level accountants and interns. This role will work closely with managers and principals in assisting our clients with tax planning, preparing financial statements and researching technical tax issues. This person will have the opportunity to organize and manage client assignments and projects, prioritize workflows and manage multiple deadlines. The person in this role will continue to learn, understand, and effectively use current tax and accounting software applications. Prepares and leads individual, trust, estate and business tax returns and assists with tax planning. Completes initial review and prepares complex tax returns. Provides leadership and training for staff and entry level accountants and seasonal interns. Assists with tax planning and leads specific assigned projects. Prepares/reviews compiled financial statements. Works in team environment with principals, managers and staff. Understands and effectively uses current tax and accounting software applications when completing engagements. Handles sensitive and confidential information with discretion. Starts to identify areas of specialization. Researches technical tax issues. Engages in learning about the Firm’s business development efforts. Professionally represents the Firm at assigned business and community functions. Participates in industry niches. Participates in professional, charitable, and/or civic organizations.

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Job Type

Full-time

Description

Experience. Integrity. Results. Our success is measured in yours! Since 1971, Smith Schafer has been one of Minnesota’s most successful CPA firms and continues to experience incredible growth. Come join our team!

Smith Schafer offers flexible work schedules and hybrid work arrangement options!

Sign-on Bonus! Shorter Summer Hours! Paid Professional Development! Awesome Benefits!

Job Summary

Smith Schafer & Associates is currently seeking a dedicated and goal oriented Senior Tax Accountant with an emphasis in trust, estate, gift, and complex individual tax returns to join our team. A Senior Accountant prepares and reviews complex tax returns and provides coaching and training for entry level accountants and interns. This role will work closely with managers and principals in assisting our clients with tax planning, preparing financial statements and researching technical tax issues. This person will have the opportunity to organize and manage client assignments and projects, prioritize workflows and manage multiple deadlines. The person in this role will continue to learn, understand, and effectively use current tax and accounting software applications.

Key Responsibilities Of Senior Tax Accountant - Trust/Estate

Prepares and leads individual, trust, estate and business tax returns and assists with tax planning. Completes initial review and prepares complex tax returns. Provides leadership and training for staff and entry level accountants and seasonal interns. Assists with tax planning and leads specific assigned projects. Prepares/reviews compiled financial statements. Works in team environment with principals, managers and staff. Understands and effectively uses current tax and accounting software applications when completing engagements. Handles sensitive and confidential information with discretion. Starts to identify areas of specialization. Researches technical tax issues. Engages in learning about the Firm’s business development efforts. Professionally represents the Firm at assigned business and community functions. Participates in industry niches. Participates in professional, charitable, and/or civic organizations.

Requirements

The Senior Accountant should have the following education and experience:

Associates degree in Accounting/Finance or related field. 2 years of similar tax and accounting experience in a family office or trust company. Strong technical, analytical and organizational skills. Excellent verbal and written communication skills. High level of organization, focus, exceptional attention to detail.

Preferred Qualifications

BA/BS degree in Accounting/Finance or related field. 3 years of similar tax and accounting experience in a CPA firm with an emphasis in working on trusts, estates, gift and complex tax returns. Experience with ProSystems tax preparation software, QuickBooks, and CCH Engagement. Customer-service oriented, demonstrated by the following attributes: proactive, observant, knowledgeable and reliable. CPA exam passed or on track to complete.

Physical Requirements

Ability to lift up to 20 pounds, stand or sit for extended periods of time, as well as type/enter data at a keyboard regularly.

Smith Schafer is an Equal Employment Opportunity Employer

Salary Description

$68,000 - $87,000 - depending on experience Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Smith Schafer CPAs by 2x Get notified about new Senior Tax Accountant jobs in

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