Tax Accountant

$55,000 - $70,000/Yr

Ferree Dinkins Group Cpas Pllc - Winston-Salem, NC

Full-time - Entry Level

Winston-Salem, NC

Professional, Scientific, and Technical Services

About the position

The Tax Accountant position at a CPA firm in Winston-Salem, NC, is a full-time role that requires a dedicated and detail-oriented individual. The ideal candidate will possess a positive attitude, take initiative, and demonstrate exceptional judgment in their work. This role is significant within a busy office environment, necessitating a team player who can also work independently. Professional maturity, integrity, and honesty are essential traits for success in this position. The Tax Accountant will be responsible for collaborating with peers and interacting with clients and partners, which requires excellent written and verbal communication skills. In this role, the Tax Accountant will identify and organize client documentation, coordinating with clients or internal staff to obtain any missing information. They will prepare and post adjusting journal entries in accounting software as needed to organize tax files for preparation. The position also involves preparing workpaper details to summarize data and prepare for tax preparation, calculating and documenting book vs. tax differences for compliance, and preparing Federal and State Corporate, Partnership, Trust, and Individual income tax returns. The Tax Accountant will review the accuracy of tax returns and identify potential tax savings strategies, respond to client inquiries, and provide accounting and tax support to clients and staff as requested. The firm is looking for a candidate with a strong sense of personal responsibility, the ability to prioritize and manage multiple projects while adhering to deadlines, and strong analytical skills. The role offers opportunities for professional growth and development, making it an excellent fit for motivated individuals seeking to advance their careers in accounting and tax preparation.

Responsibilities

• Identify and organize client documentation, coordinating with clients or internal staff to obtain missing information.
• Prepare and post adjusting journal entries in accounting software as needed to organize tax files for preparation.
• Prepare workpaper detail to summarize data and prepare for tax preparation.
• Calculate and document book vs. tax differences for tax compliance process, calculate estimated quarterly taxes, and prepare tax projections for planning purposes.
• Maintain client fixed asset listing in fixed asset software program.
• Prepare Federal and State Corporate, Partnership, Trust, and Individual income tax returns.
• Review accuracy of tax returns and identify and communicate potential tax savings strategies to management.
• Respond to client inquiries, Internal Revenue Service, and state and local tax notices.
• Provide accounting and tax support to clients and staff as requested.

Requirements

• Associate's degree in accounting/finance or related field (Required).
• Bachelor's degree (Preferred).
• 3-5 years industry/public accounting experience.
• At least 2 years financial statement reporting and corporate tax preparation experience preferred.
• Strong computer skills, proficiency in MS Office Suite, and familiarity with accounting software, preferably QuickBooks Desktop and QuickBooks Online.
• Experience with Thompson Reuters Ultra Tax and Fixed Asset Manager Software a plus.
• Highly motivated with a strong sense of personal responsibility.
• Ability to prioritize and manage multiple projects while adhering to established deadlines.
• Strong analytical, oral, and written communication skills.
• Strong organization and time management skills.
• Ability to maintain confidentiality with highly sensitive information.
• Desire to learn and grow.

Nice-to-haves

• Experience with Thompson Reuters Ultra Tax and Fixed Asset Manager Software.

Benefits

• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan