What are the responsibilities and job description for the Tax Staff position at Klingbeil Capital Management?
At Klingbeil Capital Management it is all about experience! This includes the experience that you bring to the table, the experience you gain while working with us, and the experience you give to others. Our core values of integrity, straight-forwardness, relationship building, and teamwork guide us in our mission to create vibrant, engaging, and inspiring communities for over sixty years. Federal and multiple state tax returns, primarily for LLCs/partnerships, trusts, and individuals.
Our tax office is based in southern Wisconsin, but this position is planned to be remote.
YOUR TYPICAL DAY:
Review accounting records, prepare adjusting entries, and assemble complete workpaper files
- Prepare tax returns (1065, 1040, 1041)
- Prepare tax projections
- Perform tax research as needed to address issues encountered in preparation process
- Maintain active communications with co-workers
- Perform all work in compliance with the Company’s policies and procedures
Follow prescribed procedures, rules and laws while being mindful of ways to streamline and enhance processes and workflow
QUALIFICATIONS/COMPETENCIES:
Current and Active CPA Certification Preferred
- Satisfactory Background Report
- Proficient with Microsoft Office, particularly Excel
Proficient with Tax Preparation Software (we currently use Thomson Reuters Workpapers and UltraTax)
EXPERIENCE – minimum three years in public accounting or similar corporate/business experience.
SALARY – $75,000 - $90,000 USD
WHAT WE OFFER:
A relaxed but professional, results-focused work environment
- Health, Dental and Vision Insurance
- 401(k) with Firm Contribution
- Paid Time Off
- Health Spending Account (FSA)
Annual Bonus Opportunity
Salary : $75,000 - $90,000
