Tax Associate

🕒 Junho 20

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Duncan Financial Group

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1978

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

Duncan Financial Group é uma empresa de serviços financeiros abrangentes, em operação desde 1978. Com uma equipe dedicada de profissionais, a empresa oferece uma ampla gama de serviços, incluindo seguro pessoal, planejamento patrimonial, planejamento tributário, planejamento de aposentadoria corporativa e gerenciamento de riscos. Duncan Financial Group visa coordenar investimentos, seguros e impostos para clientes individuais e empresariais, garantindo uma abordagem personalizada para atender a necessidades financeiras específicas, tudo sob o mesmo teto.

Descrição

• Prepare accurate and timely tax returns for individuals, partnerships, corporations, and nonprofit organizations • Deliver exceptional service to clients to promote satisfaction and retention • Apply technical knowledge to complex tax and accounting matters, ensuring compliance and optimal tax outcomes • Process daily transactions to general ledger accounts and prepare journal entries • Reconcile commission revenue and assist with month-end closings • Assist in the preparation of internal financial statements for multiple business entities • Process vendor payments and ensure accurate accounts payable entries • Record receipts and maintain accounts receivable accuracy • Monitor cash balances across multiple entities and escalate issues as needed • Assist in the coordination of various finance-related duties and special projects • Support cross-functional activities as assigned to improve process efficiencies • Perform other duties as assigned.

🎯 Requisitos

• Bachelor’s degree in Accounting, Finance, or Business Administration required • Current Certified Public Accountant (CPA) or IRS Enrolled Agent (EA) designation required • Minimum of 3 years of experience preparing individual and business tax returns; prior experience with accounts payable, accounts receivable, or commission accounting is preferred • Strong knowledge of accounting principles and federal tax regulations, including preparation of Forms 1040, 1065, 1120, and 990 • Proficiency in Microsoft Office Suite, with a strong emphasis on Excel • Experience with accounting and tax software, including LaCerte, TaxDome, and QuickBooks • Excellent written and verbal communication skills, with the ability to collaborate effectively across departments and with clients • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail • Demonstrated ability to prioritize multiple responsibilities, work independently, and consistently meet deadlines in a fast-paced environment.

🏖️ Benefícios

• Competitive Compensation • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays