Senior Tax & Accounting Preparer

Job Duties

Tax Preparation Responsibilities

Prepare individual and business tax returns, including complex returns.

Review completed returns for accuracy, completeness, and compliance before filing.

Research federal, state, and local tax matters as needed.

Stay current on changes to tax laws, filing requirements, credits, and deductions.

Handle tax notices, amended returns, correspondence, and other tax matters for assigned clients.

Identify tax-planning opportunities when appropriate.

Maintain accurate and complete documentation for assigned tax clients.

Accounting Responsibilities

Prepare and maintain bookkeeping and accounting records for assigned clients.

Prepare financial statements, account reconciliations, general ledger entries, and adjusting entries.

Complete month-end, quarter-end, and year-end accounting processes as assigned.

Handle payroll-related accounting, payroll reporting, sales tax, and other recurring accounting responsibilities.

Identify missing information, discrepancies, or unusual transactions requiring additional review or client follow-up.

Client & Work Management

Manage assigned tax and accounting work from beginning through completion.

Prioritize work based on filing deadlines, client needs, and established office procedures.

Communicate directly with clients regarding missing documents, questions, deadlines, and the status of their work.

Maintain appropriate follow-up on outstanding client items.

Escalate complex matters or situations requiring additional authorization when necessary.

Maintain confidentiality and professionalism in all client interactions.

Minimum Education Required

Experience-Based Qualification

Minimum of 10 years of progressive professional experience in tax preparation, accounting, or a combination of tax and accounting, including significant hands-on experience preparing tax returns and accounting work.

OR

Education & Experience Qualification

Bachelor’s degree in Accounting, Finance, Business, Taxation, or a closely related field; and

Minimum of 5 years of professional experience in tax preparation, accounting, or a combination of tax and accounting.

Minimum Experience Required

All Candidates Must Also Have:

Strong working knowledge of individual and business taxation.

Strong understanding of general accounting principles and financial statements.

Experience handling complex tax and accounting matters.

Ability to research technical tax and accounting questions and apply findings appropriately.

Strong organizational and time-management skills.

Ability to manage multiple clients, priorities, and deadlines.

Strong attention to detail and commitment to accuracy.

Strong written and verbal communication skills.

Ability to explain tax and accounting information clearly to clients.

Ability to learn and work effectively within tax, accounting, payroll, document-management, and workflow systems.

High level of professionalism, integrity, discretion, and commitment to protecting confidential client information.

Shift

First (Day)

Number of Openings

1

Public Transportation Accessible

Yes

Veterans Encouraged to Apply

Yes

Physical Required

No

Drug Test Required

No

Compensation

$35.00 - $50.00 / Hourly

Postal Code

55033

Job Type

Full Time

Place of Work

On-site

Requisition ID

2000

Job Benefits

We Offer:

A generous vacation and holiday pay plan

A team that trusts you to manage your time and responsibilities

Opportunities to expand your tax & accounting knowledge

Be a part of a growing local company serving the Twin Cities since 2002