Senior Tax Associate – Marion, IL
The Marion ATLAS location is seeking a Senior Tax Associate to join our team! This is an exciting opportunity to join a family of firms across multiple states with a lot of room for advancement.
OBJECTIVE/FUNCTION:
The Senior Associate Role will work under the supervision of a Manager or Partner/CPA. A Senior Associate will support the firm’s clients in the duties listed below and provide support to the staff they work with. Some duties listed below are subject to the department the Associate primarily works in.
PRINCIPAL DUTIES:
- Process Federal and State compliance reporting.
- Prepare individual and entity tax returns.
- Reconcile general ledger accounts.
- Perform general bookkeeping including payroll and account reconciliations.
- Follow strict guidelines regarding file management and client confidentiality.
- Regularly use Microsoft Office Products (Excel, Word, and Outlook).
- Use QuickBooks.
- Regularly use CCH Software.
- Maintain a full schedule.
- Input data, schedule required jobs and verify the data.
- Other tasks as assigned.
SKILLS AND ABILITIES:
- Detail-oriented, accurate, and extremely organized.
- Strong customer service skills.
- Excellent oral and written communication skills.
- Able to set priorities independently and skillfully juggle multiple tasks in a fast-paced office.
- Able to work as part of a team with a service mentality
- Great listener.
BASIC QUALIFICATIONS:
- BS in Accounting or Finance.
- MBA and/or CPA highly desirable.
- Experience with a public accounting firm.
- 3-5 years’ experience in a similar role preferred.
Senior Tax Manager – DTC
The DTC/Greenwood Village ATLAS location is seeking a Senior Tax Manager to join our team! This is an exciting opportunity to join a family of firms across multiple states with the opportunity to advance to a Director or Partner role.
OBJECTIVE/FUNCTION:
The Senior Tax Manager will work under the supervision of a Partner and/or Director. A Senior Manager will support the firm’s clients in the duties listed below and provide support and leadership to the staff they work with. Some duties listed below are subject to the department the Senior Manager primarily manages.
PRINCIPAL DUTIES:
- Assist with client projects as assigned and function as the lead for the client relationships.
- Handle client calls as required.
- Work with the team on tax projects.
- Assist with workflow on office projects with team members.
- Review all types of tax returns (i.e., 1040, 1120, 1065, etc.) efficiently and effectively. May assist in preparation.
- Develop and maintain client relationships through a comprehensive knowledge of tax planning including estate planning.
- Review all accounting activities provided for a client. May assist in preparation.
- Identify additional services needed by the client and update client in a timely manner.
- Actively play a role in ATLAS’ advisory services efforts.
- Responsible for (along with other Managers, Partners and Seniors) billing and WIP analysis.
- Participate and promote ATLAS initiatives such as the Coaching Program and other Firm activities.
- Maintain the confidentiality of all sensitive information encountered while in the performance of duties.
- Train and develop other team members.
- Identify areas of potential improvements in processes and procedures.
- Participate in occasional same-day travel for work at client office and meetings using personal vehicle.
- Increased operation hours required during tax season.
- Other tasks as assigned.
SKILLS AND ABILITIES:
- Detail-oriented, accurate, and extremely organized
- Strong client service skills
- Excellent oral and written communication skills
- Able to set priorities and skillfully juggle multiple tasks in a fast-paced office
- Able to work as part of a team
- Able to lead team members and manage others’ assignments
- Demonstrate a service mentality
- Actively listen
- Regularly use QuickBooks Online and Desktop with proficiency.
- Knowledge of GAAP.
- Knowledge of Tax Basis Accounting – Cash & Accrual..
BASIC QUALIFICATIONS:
- Bachelor’s Degree in accounting/finance required.
- CPA preferred.
- Experience in public accounting firm.
- 3-5 years’ experience in a similar role.
