Talentsearchpro ยท 1 month ago
Senior Tax Consultant with with Lacerte Experience
Brookfield, WI
Full-time
Onsite
Mid, Senior Level
2+ years expTalentsearchpro is a recruiting company looking for a Senior Tax Consultant with experience in Lacerte. The role involves preparing tax returns, assisting with tax planning, and maintaining client communications while ensuring compliance and confidentiality.
Human Resources
Responsibilities
Communicate with clients to gather documentation needed to prepare tax returns
Assist with tax planning and projections
Prepare individual, business, and fiduciary tax returns
Communicate with partners regarding open items or other important matters in a timely manner
Complete tax research, reconciliations, or other special projects
Prepare client correspondence or other communications pertaining to tax notices
Track time and out-of-scope billings; prepare client invoices
Work efficiently with electronic documents using designated computer applications
Attend continuing professional education seminars
Maintain confidentiality with client information
Perform all other duties as assigned
Qualification
Required
2+ years of recent tax experience in partnership and individual tax preparation and planning with a public accounting firm
Detail-oriented, highly accurate and able to meet deadlines
Preferred
Experience with Lacerte is a plus
Benefits
401(k) & 401(k) matching!
Dental insurance!
Flexible schedule!
Flexible spending account!
Health insurance!
Health savings account!
Paid time off!
Parental leave!
Performance bonus!
Professional development assistance!
Referral bonus program!
Vision insurance!
Company
Talentsearchpro
Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase