Sr. Staff Accountant (Tax)

Who We Are :

We're a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.

We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal.

Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations.

To learn more, please visit : https : / / www.NFP.com.

Summary :

We are looking for a Staff Accountant, Sr. Accountant or Tax Accountant who will be responsible for supporting our business management division by helping individuals and organizations file their taxes appropriately while following legal guidelines and obtaining the maximum possible tax return.

The duties will include collecting tax forms and tracking client paperwork, identifying potential tax credits and producing tax reports.

Essential Duties and Responsibilities :

• Advanced knowledge and experience in tax
• Basic research ability
• Prepare complex returns (multi-state, elections, etc.)
• Able to recognize complex tax matters & issues
• Involved in special projects (IRS exams, correspondence with government agencies, etc.)
• Comfortable taking a lead role in addressing various accounting and tax related tasks and proposing resolutions to issues
• Prepare and complete various cash management and investment reports with a greater degree of independence
• Prepare tax provisions schedules, returns, payments, reports and maintain a company's tax database
• Find tax solutions to complicated tax issues or errors from incorrect tax filings
• Identify legal tax savings and recommend ways to improve profits
• Make sure that clients comply with federal, state and local tax regulations
• Advise management about the impact of tax liabilities and corporate strategies or new tax laws
• Coordinate workflow with managers and other tax staff
• Accurately prepare quarterly and annual tax reports
• Prepare and or analyze financial statements
• Keep up-to-date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications

Knowledge, Skills, and / or Abilities :

• Advanced technical ability; resolves complex accounting and tax issues, including more advanced research
• Exhibits leadership ability and able to take lead on projects
• Timely reviews the work of seniors and staff accountants
• Ability to manage the workflow of the staff and takes responsibility in resolving conflicting priorities
• Able to use experience to help develop and streamline departmental procedures and workflow as well as measure results
• Continuously strives to improve profitability and guides others toward improvement in this area
• Involved in special projects / client presentations (Can facilitate and run client meetings in absence of a manager / partner)
• Assists with daily administrative and operational procedures, as identified
• Ability to review compiled financial statements and propose meaningful adjustments
• Ability to work with the Client Service team on clients' day-to-day needs (refinance applications, etc.)
• Prepare and supervise various cash management / investment reports
• Makes effective use of time and encourages this with co-workers
• Understands and enforces concepts of firm profitability and target hours for tasks
• Working toward passing the California CPA exam
• Experience working in a team environment

Education and / or Experience :

• 3-5 years of accounting or business management experience
• Strong tax and / or accounting knowledge
• Bachelor's degree

What We Offer :

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $85,000 - $118,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.