What are the responsibilities and job description for the Senior Associate position at Beale Personnel, Inc.?
About the Company
Our client is a mid-size public accounting firm located in Bethesda, MD. The firm has been in business for over 50 years! Managers and partners are promoted from within. Their mission is to enable organizations and individuals to shape their financial future. They pride themselves on providing their clients with real value by choosing them as their accounting firm, combining insight and integrity.
Services include:
- Communicating the client's total picture with clarity and objectivity
- Translating complex information into critical knowledge
- Anticipating and creating opportunities
- Designing pathways that transform vision into reality
About the Role
Currently, the firm is in need of a Senior Tax Accountant.
Duties will include:
- Tax planning, wealth management and personal financial planning for a diverse client base.
- Preparing a wide range of financial statements and tax returns for clients, including individuals, corporations, trusts, estates, and small businesses.
- Developing expertise in compilation and review of financial statements.
- Working with QuickBooks and other accounting software (QuickBooks experience is a plus!).
- Receiving extensive training and mentorship from hands-on partners committed to your success.
Qualifications
- CPA or Enrolled Agent
- Two or more years of tax preparation experience, preferably in a public accounting firm
- Experience preparing and reviewing tax returns for individuals, partnerships and corporations.
Required Skills
Tax preparation experience, proficiency in accounting software, strong analytical skills.
Preferred Skills
Experience with QuickBooks, excellent communication skills, ability to work in a team environment.
Pay range and compensation package
$70,000 - 110,000 per annum based upon experience. 25% of revenue from new clients brought to the firm for the first two years. Comprehensive benefits.
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
Salary : $70,000 - $110,000