Tax Senior - Tax Manager - Non Profit

Regal Executive Search
Madison, WI, US
Permanent
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Tax Senior - Tax Manager

Tax & Business ServicesPosition Mission

The Senior Accountant is responsible for achieving and maintaining a high level of client satisfaction by providing tax and various accounting services to clients.

Primary Duties and Responsibilities

Develop and maintain strong client relationships with new and existing clients, including routine check-ins with clients.

Build accounting client services engagements for gathering financial data, compiling information and preparing reports.

Coordinate team workload on accounting service engagements and provide assistance to the team as needed ensuring all deadlines are met.

Assume in-charge responsibilities for multiple clients.

Act as controller for multiple clients.

Prepare tax returns, including 1120, 1120S, 1065, Sales Tax, and Personal Property Tax.

Plan and execute financial statement engagements.

Prepare and review appropriate workpapers.

Attend prospect meetings with Managers or Partners.

Begin to develop a Personal Marketing Plan.

Complete projects efficiently within established time budgets.

Perform miscellaneous duties as assigned.

Required Education

Bachelor’s Degree in Accounting

Certifications

Certified Public Accountant (CPA) desired.

Skills and Experience

Minimum of two (2) years of progressive accounting experience leading to and / or including the duties and responsibilities specified.

Proficient in Microsoft Office programs, specifically Excel.

Proficient in ProSystems Tax, Fixed Assets and Engagement software.

Demonstrated proficiency in use of general ledger accounting software.

Demonstrated knowledge of GAAP.

Knowledge of depreciation methods and lives.

Demonstrated ability to relate well to clients.

Demonstrated effective teamwork and leadership skills

Possess excellent written and verbal communication skills.

Public Contact

Extensive work interacting both by phone and face to face with clients and staff.

Working Conditions

Work is performed in a typical interior / office work environment with very limited exposure to physical risk.

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

Work Hours :

Typical business hours are Monday through Friday, 8 : 00am-5 : 00pm. Additional work hours will be expected during tax season (approximately January 15- April 15).

1 day ago
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