Overview
Our firm is currently seeking a detail-oriented, qualified tax accountant to prepare tax returns and payments, financial statements, and some payroll while maintaining the highest level of client satisfaction. They will research, study, and interpret tax law within all legal guidelines.
At Wymer Brownlee Wealth Strategies we enjoy what we do and the people we do it with. We believe that what we do matters and is exemplified by the level of trust and customer service we deliver. We earn the trust and confidence of our team members, clients, their families and the communities in which we serve by upholding a personal value system based on honesty, integrity and gratitude. We support all policies, procedures, and programs which build and sustain a strong internal culture.
Responsibilities
1. Timely and accurately prepare federal, state, local and special tax returns for individuals and businesses.
2. Prepare financial statements, reports, and records by collecting, analyzing, and summarizing information.
3. Act as a representative for clients with applicable agencies as required.
4. Prepare payroll.
5. Determine tax liability and prepare fund requests.
6. Manage and maintain a positive client relationship; including service requests, scheduling meetings, assisting in completing paperwork and forms, and providing information to the client.
7. Build a demonstrated understanding of Wymer Brownlee products and services.
8. Maintain required CPE, technical knowledge, and adherence to all requirements necessary to complete tasks.
Constantly verify quality and accuracy of work.
Experience
- Proven experience in tax accounting or a related field is essential.
- Familiarity with financial software and tools used for tax preparation and reporting.
- Experience in estate planning and regulatory reporting is highly desirable.
- Excellent analytical skills with attention to detail for accurate financial statement preparation.
- Strong communication skills for effective client interactions and report writing.
Join us as a Tax Advisor where your expertise will make a significant impact on our clients' financial well-being. We look forward to welcoming a dedicated professional who thrives in a collaborative environment.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Application Question(s):
- This position is an on-site position, not remote. Do you reside at a location which enables you to be present in the office daily?
Work Location: In person