We are seeking a detail-oriented and highly organized Staff Accountant and Tax Preparer with proven experience utilizing Lacerte Tax Software. The ideal candidate will be responsible for performing a variety of accounting tasks essential to maintaining the financial health of our clients, preparing accurate and timely tax returns, and managing day-to-day financial transactions. This role requires a solid understanding of general accounting principles, tax regulations, and a commitment to delivering exceptional client service.

Key Responsibilities:

Accounting and Bookkeeping

• Maintain and reconcile general ledger accounts and prepare financial statements.
• Process accounts payable and receivable, journal entries, payroll, and bank reconciliations.
• Support month-end and year-end closing processes.

Tax Preparation

• Prepare and file accurate federal, state, and local income tax returns for individuals, businesses, and organizations.
• Utilize Lacerte Tax Software to efficiently handle tax preparation tasks and ensure compliance with applicable tax laws.
• Conduct thorough reviews of tax returns to detect and correct errors or omissions.
• Stay updated with the latest tax codes, regulations, and industry trends.

Client Support

• Communicate with clients to gather financial and tax-related information.
• Provide excellent customer service by addressing client inquiries and offering personalized tax and accounting advice.
• Collaborate with clients on tax planning strategies to minimize liabilities and optimize future outcomes.

Compliance and Reporting

• Ensure compliance with all tax laws, guidelines, and internal procedures.
• Assist with audits, tax notices, and represent clients with tax authorities as needed.
• Prepare ad hoc reports and analyses to support clients and internal leadership.

Qualifications:

• Education: Bachelor's degree in Accounting, Finance, or related field. CPA certification (preferred, but not required).
• Experience: 2+ years of experience in accounting and tax preparation, with hands-on proficiency using Lacerte Tax Software.
• Skills:
• Strong knowledge of accounting principles and tax regulations.
• Excellent attention to detail and organizational skills.
• Proficiency in MS Office, particularly Excel, and accounting software.
• Effective communication and interpersonal skills to work with diverse clients and team members.
• Problem-solving abilities and analytical mindset to tackle complex financial and tax issues.