Primary Job Duties

? Prepares complex tax returns including individual, trust, partnership and S-corporation tax returns

? Analyzes client source documentation

? Works directly with clients to gather information and tax documents

? Responds to client inquires

? Communicates with clients in person, on the phone and in writing

? Reviews tax returns prepared by staff accountants and interns and provides feedback

? Reviews various bookkeeping and accounting projects prepared by staff accountants and interns

? Manages the tax and accounting assignments of staff accountants and interns

? Performs accounting services including maintaining and preparing financial reports

? Performs other duties as assigned

Expectations

? Keeps Partner fully informed of job progress and problems as they arise

? Tracks time on client engagements and documents per firm policy

? Ability to support multiple projects and deadlines

? Prepares neat and organized work

? Follows directions and determines when more information is needed

? Understands and prepares complete work papers and documents pursuant to firm policy

? Finishes projects within specified budgeted time

? Demonstrates compliance with firm policies

? Exhibits appropriate knowledge of technical matters

? Maintains confidentiality and understands the requirements of CPA state regulations and requirements

? Willingness to work increased hours during peak work cycles

? Willingness to travel as required

Professional Competencies

? Ability to research complex technical issues

? Ability to analyze complex tax and accounting data

? Ability to explain complex accounting data in a simple way

? Ability to work under pressure and meet filing deadlines

? Problem solving skills

? Communicates clearly and professionally, both verbally and in writing

? Establishes and maintains effective working relationships with other employees and partners

? Demonstrates a cooperative and professional attitude

? Self-starter and team player

Education and Experience

? Four year accounting degree, including 150 semester hours of education

? Active CPA license

? Knowledge of Microsoft operating and application software, advancing ability to use other service area specific

application software such as tax and engagement software

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.