ORBA · 4 days ago
Tax Senior
United States
Full-time
Remote
Mid, Senior Level
2+ years exp
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Responsibilities
Review tax information submitted by client for completeness; meet/call clients with questions
Possess knowledge of tax regulations in order to answer clients’ questions
Prepare individual, corporate, partnership, trust and S-corp tax returns of various complexities
Prepare amended returns of any variety and complexity
Prepare personal tax projections
Respond to tax notices of any sort
Perform tax research projects
Prepare employee benefit plan tax returns, carryback returns for NOL’s and payroll tax returns
Make adjusting entries and complete trial balances in order to prepare a tax return.
Maintain a good understanding of depreciation and depreciation computer software package in order to set up clients and read and understand depreciation reports
Prepare tax accruals as may be required in preparing corporate tax returns
Work with confidential client matters while being the client’s day to day point of contact and develop strong professional relationships
Begin to participate in firm’s practice development efforts through involvement with referral sources, community and industry activities
Perform other duties as may be assigned
Qualification
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Required
Bachelor’s degree in Accounting required
Minimum of 2 years of tax experience
Hold current CPA license or has passed parts of the CPA exam
Experience preparing individual, corporate and partnership tax returns are required
Communicate effectively with clients and colleagues, while proactively assisting in problem solving, helping to solve complex business issues from strategy to execution.
Proficiency with Microsoft Office in particular Excel and Word
Proficiency with Axcess, GoSystem required
Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information
Ability to work effectively in a team environment as well as independently
Ability to handle sensitive/confidential matters in a tactful and discreet manner
Ability to interface with a variety of management levels
Preferred
Experience preparing trusts, 990s and 5500s are a plus
Multi-state tax experience is a plus
Benefits
Flexible hours and convenient downtown Chicago & Oak Brook locations
Discounted gym membership
Mentoring and Leadership Development Programs
Fun firm sponsored social events
Generous paid time off and holiday time
15% referral fee for bringing in new clients
Competitive compensation package and a broad range of insurance programs
Tremendous growth opportunities in a diverse and less structured working environment
Company
ORBA
Consistently voted as one of the Top 25 Accounting Firms by Crains, ORBA is a certified public accounting and financial advisory firm where individuals and stakeholders of small to mid-sized organizations go to build meaningful, one-on-one relationships with an experienced, resourceful, proactive business partner.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
C
Cara Sample
Chief Financial Officer
Company data provided by crunchbase
