- Strong interpersonal skills
- 4 years of business management experience
- Understand tax concepts related to individuals, C Corporations, S Corporations, Partnerships, estates and trusts. (US Tax)
- Bachelor degree in accounting or related business field. (Prefer US CPA/CMA)
- Grasp of accounting and financial statement concepts.
- Proficiency in tax preparation software such as BNA, Pro-Systems, CCH Axcess and Datafaction.
- Cash flows and financials review
- Prepare schedules and reports for clients
- Prepare and/or review individual, corporate, and partnership returns.
- Prepare closeouts for loan out corporations and analyse payroll withholding requirements for state and federal.
- Assist other team members with accounting and business management responsibilities as required.