Client Advisor-Small Business and Tax

About the position

The position involves applying principles of accounting to analyze financial information and prepare financial reports, including corporate entity and partnership returns. The role requires preparing business income tax returns and statements for audits, managing tax statements and returns for businesses and clients, and providing advice on financial and tax matters. A deep understanding of the regulations, laws, and acts governing these processes is essential.

Responsibilities

• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Prepare business income tax returns and statements for audits
• Manage tax administration responsibilities for assigned accounts, including tax code research, tax return preparation, and tax planning
• Identify areas where clients and businesses can reduce tax, make claims, and increase profit
• Engage regularly with clients and maintain strong relationships
• Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business
• Validate the accuracy of data from subsystems
• Process subsystems or subsidiary interfaces and validate the accuracy of the interfaced data
• Perform follow-up and resolution of determined issues

Requirements

• Minimum of 2 years accounting experience
• Minimum of 1 year business tax/entity returns experience
• Knowledge of GAAP
• Knowledge of integrated online accounting applications
• Effective oral, written, and interpersonal communication skills
• Demonstrated critical thinking skills
• Ability to handle multiple tasks and projects simultaneously
• Demonstrated ability to meet deadlines
• Proficiency in MS Word and Excel, including ability to use macros, pivot tables, and queries