Tax Accountant

SBW & Associates, PC is a full-service accounting firm with 3 locations throughout Northwest Wyoming. The Powell office location is seeking to hire an experienced Tax Accountant to join their team. If you are hard-working, friendly, and preferably a CPA or EA, please submit your resume and cover letter for review. If you would like to know more about our firm, please visit www.sbwcpas.net. Job description is posted below:

Summary

Prepares complex federal, state, or local tax returns of individual, business establishment, or other organization. Provides bookkeeping support to assigned clients. Prepares financial statements for assigned clients. May supervise the work of others.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Prioritize, organize, execute and/or delegate workload to ensure all work is complete in a timely manner.
• Interview clients to obtain information on taxable income, deductible expenses and allowances.
• Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Use all appropriate adjustments, deductions, and credits according to prescribed rates, laws and regulations to keep clients’ taxes to a minimum.
• Compute taxes owed or overpaid, using adding machines or business computers, and complete entries on forms, following tax form instructions and tax tables.
• Furnish clients with sufficient information and advice to ensure correct tax form completion.
• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Calculate form preparation fees according to return complexity and processing time required.
• Advise client regarding effects of business activities on taxes, and on strategies for minimizing tax liability.
• Explain federal and state tax laws to clients.
• Prepare financial statements for clients.
• Ensure that client and/or client organization complies with periodic tax payment, information reporting, and other taxing authority requirements.
• Organize and maintain tax records and conduct tax studies and special projects.
• Responsible for IRS correspondence and problem resolution on behalf of client. Complete tax research for complex client matters.
• Responsible for assigning, monitoring and reviewing work of staff members.
• Disseminate information learned through research and continuing education to fellow staff members and partners.
• Assist managing partners with procedural implementation.
• Complete bookkeeping support to assigned client base.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data.

Continuous Learning - Pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.

Job Knowledge/Use of Technology - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to recent technologies; troubleshoots technological problems; keeps technical skills up to date.

Customer Service - Manages difficult or emotional client situations; responds promptly to client needs; solicits client feedback to improve service; responds to requests for service and assistance; meets commitments.

Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions.

Cooperation/Initiative - Establishes and maintains effective relations; exhibits tact and consideration; readily offers assistance and support to co-workers; works cooperatively in group situations; works actively to resolve conflicts; undertakes self-development activities; seeks increased responsibilities; asks for help when needed.

Communication/Ethics - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings; treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.

Organizational Support - Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values.

Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.

Personal Appearance - Dresses appropriately for position; keeps self well groomed.

Attendance/Punctuality - Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals.; completes tasks on time or notifies appropriate person with an alternate plan.

Quality/Quantity - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality; prioritizes and plans work activities; uses time efficiently; meets productivity standards; completes work in timely manner; strives to increase productivity; works quickly.

Efficiency – Remains focused and demonstrates ability to remain billable at a minimum of 75% of the work week. The minimum of 75% includes hours worked within a 40-hour work week (mid-April – December). The ability to remain billable at a minimum of 80% is expected during tax season (January – mid-April). Hours in relation to PTO, CPE and non-billable work performed for the benefit of the firm are excluded from the calculation of the billable percentage.

Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others.

Cost Consciousness - Contributes to profits and revenue; conserves organizational resources.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor’s degree; and two (2) to four (4) years’ experience in the field or a related area; or equivalent combination of education and experience. Certified Public Accountant (CPA) or Enrolled Agent (EA) licensure/certification preferred.

Language Skills

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, clients, and the public.

Mathematical Skills

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. The ability to choose the right mathematical methods or formulas to solve a problem.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Economics and Accounting

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

Computer Skills

To perform this job successfully, an individual should have working knowledge of Financial Analysis, Tax/Accounting and Spreadsheet software.

Physical Demands/Work Environment

The physical demands and work environment characteristics described here are representative of those that must be met and are typically encountered by an employee while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee is regularly required to sit, talk and hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) Matching
• Disability Insurance
• Health Insurance
• Life Insurance
• Paid Time Off
• Professional Development Assistance
• Referral Program
• Vision Insurance

Schedule:

• Monday to Friday
• Overtime

Supplemental Pay:

• Bonus Pay

Experience:

• accounting: 2 years (Required)

Education:

• Bachelor's (Preferred)

Location:

• Powell, WY 82435 (Required)

License:

• CPA or EA (Preferred)

Work Location:

• One location

This Job Is Ideal for Someone Who Is:

• People-oriented enjoys interacting with people and working on group projects
• Detail-oriented would rather focus on the details of work than the bigger picture
• High stress tolerance thrives in a high-pressure environment

Company's website:

• www.sbwcpas.net

Benefit Conditions:

• Waiting period may apply

Work Remotely:

• No