Schedule: Monday-Friday (w/overtime as necessary)
Physical location: 4585 Coleman Street, Suite 101, Bismarck
On January 1, 2024, Schmitz-Holmstrom CPA merged with Point CPA, creating greater depth of knowledge and resources by combining our teams. Now a force of more than 50 employees, we are grateful to our team members who have worked hard to achieve this major milestone. With a shared commitment to serving our customers and the community where we live and work, together we will build on this strong combination for years to come.
Join our growing tax department as a tax associate, where you will work with a team to provide day-to-day exceptional financial services for individuals and businesses of all sizes. We value hard work, professionalism, a growth mindset, and a positive attitude with attention to detail.
Some responsibilities will include:
- Preparation of tax returns for individuals, partnerships, trusts, and S and C corporations
- Preparing extensions and tax projections
- Preparing accurate tax workpapers
- Conducting tax research
- Making journal entries for year-end close including bank reconciliation
- Generating a trial balance and financial statements
- Responding to IRS and state tax notices
- Communicating with clients to obtain necessary information for tax return completion
- Preparing financial reports
- Budgeting and forecasting
Candidate must be well-versed with MS Office (Outlook, Excel, Word, Teams), QuickBooks (Desktop, Online & Enterprise), and willing to learn other software (PracticeCS, Engagement, GoFileRoom, etc.). Tax software UltraTax, TaxCaddy, CheckPoint.
Candidates should have a bachelors degree in accounting; CPA certification is nice but not required. Candidates should be willing to develop an understanding of our clients business and develop relationships. Ability to learn new skills quickly, adapt to changing situations, be organized and a multi-tasker to meet deadlines, have the ability to work efficiently with great attention to detail, and have excellent communication skills for use internally as well as with our clients. Our professionals work independently and in team environments.
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