Senior Tax Accountant

Written By Daniel Island CPAs

Position Summary

We are seeking an entrepreneurial-minded and motivated professional CPA / business advisor that wants to progress professionally, grow intellectually and be a part of our well-established (yet growing), fast-paced, boutique CPA firm in Charleston (Daniel Island), South Carolina.

Duties and Responsibilities 

  • Serve as a CPA and business advisor to a small business, entrepreneurial, and diverse client base in industries including, but not limited to, healthcare, real estate/construction, technology, and professional services.   

  • Collaborate directly with clients and DICPAs team.  

  • Performs preparation and/or review of complex federal, state, and local income taxes for primarily individuals and small businesses; prepare/review supporting accounting/tax workpapers. 

  • Perform tax research and tax planning.

  • Preparation and/or review of internal memorandum; written correspondence/guidance to clients and responses to the IRS/Treasury Department and/or state/local tax agencies.  

  • Support our internal, external, and client accountants/bookkeepers.

Education

  • Bachelor’s Degree in accounting required; Master’s Degree preferred.

  • CPA Certification required; maintain and develop technical skills/license requirements.

Experience

  • Generally, at least 3 years recent and relevant experience as an accountant / business advisor or equivalent in the public accounting field.  Small business / entrepreneurial client base preferred.  

Technical Ability

  • Strong accounting, analytical, critical thinking, and problem-solving skills.  

  • Technical proficiency in tax preparation and related workpaper documentation in accordance with firm standards.    

  • Demonstrates a working knowledge of tax law including the ability to perform research and to prepare technical memorandums as required.  

  • Performs preparation and/or review of complex federal, state, and local income tax returns for primarily individuals and small businesses; minimal estate/trusts and non-for-profit entities.  

  • Prepares quarterly estimated tax and extension payments and corresponding vouchers.

  • Interfaces with tax authorities and assists with gathering information. 

  • Strong computer skills.   

  • Proficient in MS Office (Outlook/Work/Excel), Adobe Acrobat; QuickBooks (Desktop and Online); ProSeries Tax (experience preferred but not required).  

 Personal, Professional, and Practice Development

  • Provides training, constructive feedback to team and management.  

  • Participates in the firm’s practice development efforts through involvement with current clients, referral sources, community organizations, and industry events.  

  • Demonstrates a focus on relevant personal professional growth; seeks education and training opportunities. 

Personal Initiative / Communication / Team Player / Client Service

  • Demonstrates understanding of the importance of, and is willing to follow, current DICPAs procedures; aligns with DICPAs vision, mission, and core values.  

  • Ability and desire to develop great relationships with clients to meet (and exceed) their expectations.  

  • Self-motivated, detail oriented, strong work ethic individual who demonstrates enthusiasm for work and position on a consistent basis.  

  • Excellent interpersonal, verbal, and written communication skills to handle multiple clients needs and requests.  Great listening skills.  

  • Communicates assigned tasks (and status) to clients and team in a manner that is clear and concise ensuring high quality, accurate, and efficient results.

  • Identify and communicate issues, risks, and proactively recommend relevant solutions.    

  • Ability to flourish in a fast-paced complex environment and demonstrates a willingness and ability to change to new circumstances, information, challenges, etc.; Productive and efficient.    

  • Ability to handle pressure in a positive professional manner.  

  • Great multi-tasking skills and ability to work on multiple projects simultaneously, with minimal direction, and clearly communicate work status to clients and DICPAs team.

  • Strong organization and follow-up skills including the ability to handle competing priorities and meet all deadlines and commitments.  

  • Ability to give and follow instructions accurately and efficiently.  Proactive in asking clarifying questions to ensure work progresses towards desired outcome.  

Conditions

  • Work required from January 15 to April 15 and September 1 to October 15 may be in excess of 60 hours per week.  

  • Ability and willingness to travel to client sites (same day / minimal).

Compensation and Benefits

  • We offer competitive compensation and benefits commensurate with education, experience and skillset.  

Are you a CPA looking to work with entrepreneurs and small business owners with the experience and skills described above?  If you recognize this great opportunity, please apply today!  Email your resume and cover letter to info@dicpas.com.

We look forward to hearing from you!

Daniel Island CPAs