Description

We are offering an exciting opportunity for a Sr. Tax Associate/Manager in the CPA Firm industry, based in Westwood, Massachusetts. In this role, you will be tasked with managing client relationships, overseeing the coordination of sales tax and bank statements, and improving the workflow of accounting and tax returns.

Duties & Responsibilities:

1) Oversee the Coordination and gathering of monthly sales tax and bank statements from clients

2) Develop a process to track and file sales tax on new clients. Review existing process and provide recommendation

3) Review clients bookkeeping using QuickBooks desktop or QuickBooks online and record journal entries

4) Contact clients to obtain missing information and go over client financials

5) Handle client phone calls and questions that arise during the year-with assistance of owner

6) Meet with assigned clients and prepare tax returns

7) Prepare and or review tax returns

8) Complete tax research as needed

9) Assist with various projects

10) Ensure that Simon is aware of all pending work that needs to be completed and schedule 1 hour meeting per week to go over pending items

11) Key member of the firm to implement solutions to improve the work flow of accounting and tax returns and tax planning

12) Be well organized and pay attention to detail

13) Be able to multi task and work independently

Requirements

Keys to the Position:

• 5-7+ years of hands-on accounting functions, public tax

• Bachelor’s Degree in Accounting or Finance, CPA preferred

• Team player mentality, willing to jump in and assist others when needed

• Knowledge of small business tax preferred

• Familiar with CCH ProSystem FX & QuickBooks Online or similar software

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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