Job Description
Job Description
ABOUT THE COMPANY
Capitol Tax & Accounting Group has been providing comprehensive financial services to residential and commercial clients in Madison, WI and the surrounding areas since 2013. We’re a small, growing firm with a long history of success in the areas of individual, corporate, trust, estate, and gift tax return preparation, along with consulting, bookkeeping, and payroll. Our focus is to deliver assurance, tax services, accounting, and specialized solutions that provide the information needed to successfully manage our client’s business and everyday life. We assist our clients with creating a growth plan combined with a tax strategy to leverage any potential tax benefits that may exist.
JOB SUMMARY
- Prepare and review business and individual tax returns
- Review less senior team members completed tax returns for accuracy, and provide feedback for learning opportunities
- Establish and maintain client and staff relationships
- Tax planning and projections requested by clients
- Research tax issues
- Provide recommendations for internal process improvements
- Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
- Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
- Answer calls and emails from clients in a timely manner
- Utilizes strong analytical, research and critical thinking skills, as well as decision-making skills to assist with client needs regarding individual and business decisions
- Perform other related duties as assigned
PREFERRED SKILLS
CPA (Certified Public Accountant) or EA (Enrolled Agent) designation preferredBachelor’s degree in Accounting preferredMinimum 5 years tax preparation experienceWolters Kluwer CCH Axcess tax software experience preferredUnderstanding of Generally Accepted Accounting Principles (GAAP)Excellent analytical skills with an attention to detailStrong verbal and written communication skillsAbility to manage multiple projects in a deadline-driven environmentWillingness to be a team playerGeneral proficiency with Microsoft Teams, Excel, Word, and OutlookStrong organizational skillsBENEFITS
Medical insuranceDental insuranceVision insuranceLife insurance, short-term and long-term disabilityRetirement plan with 3% employer matchUnlimited PTOCompany paid educational materials and expensesBonus ProgramHybrid work environmentSalary Range : $100,000 - $110,000
Capitol Tax & Accounting Group is dedicated to creating a supportive employment environment irrespective of race, color, age, sex, religion, national origin, sexual orientation, veteran status, or non-disqualifying disability.