Primary Job Responsibilities:

• Prepare and review Forms 1040, 1065, 1120S, and 1120
• Meet with clients as needed, perform tax planning duties, & resolve tax notices as needed
• Provide expertise in technical accounting matters
• Oversee accounting and reconciliation processes via QuickBooks Online
• Manage account reconciliations and ensure accuracy
• Utilize QuickBooks and Fathom to analyze financial data and generate reports
• Resolve payroll tax notices and related tasks as needed
• Collaborate with team members to support clients and business operations
• Work independently and solve problems with the resources available
• Anticipate and prevent issues from arising when possible

Qualifications & Skills:

Required:

• 4+ years of tax preparation experience
• Strong background in preparing Forms 1040, 1065, 1120S, and 1120
• Working knowledge of Ohio and Kentucky city and local tax issues
• Ability to meet and communicate with clients both in person and virtually
• Proficiency with QuickBooks Online
• Experience with general ledger reconciliation and account reconciliation
• CPA or EA License
• Ability to use Microsoft Office and Adobe products
• Ability to work independently
• Critical thinking and problem solving skills
• Leadership skills

Nice-to-have:

• Drake or Lacerte Software experience
• MBA or master's degree
• Previous experience in payroll processing
• Experience working with the following software products: TaxDome, Fathom, Patriot Payroll, SurePayroll, ADP, QuickBooks Desktop, Verito, Calendly
• Past experience working with clients in the medical field, specifically dentists or physicians.
• Sales tax knowledge