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Legacy Offices · 1 day ago

Tax Preparation Specialist

Mesa, AZ

Full-time

Onsite

Mid Level

3+ years exp

Legacy Offices is seeking a Tax Preparation Specialist who will play a critical role in preparing tax filings and assisting with tax planning initiatives. This position requires maintaining tax preparation priorities and delivering excellent service to individual, business, and partnership clients.

Executive Offices

Responsibilities

Maintain tax preparation priorities, deliverables, and deadlines

Prepare personal, business and partnership returns

Work with efficiency and effectiveness

Work independently or as part of a team

Train on and adapt to different processes and methods

Duties include but are not limited to workpaper write-ups, obtaining and saving client documents, journal entries, and some bookkeeping

Provide supporting documentation for audits

Assist with month-end closing

Update and reconcile the sub-ledger to the general ledger

Develop and maintain best practices

Recommend process improvements and support implementation of accounting system upgrades

Ensure compliance with accounting, tax and regulatory requirements

Other job-related projects as requested by the CFO

Qualification

Tax accounting experienceGAAP knowledgeTax preparation softwareAccounting software proficiencyAccuracyClarityTactIntegrityConfidentiality

Required

Associate's degree in Accounting, Finance, or related field or 5 years relevant experience

Minimum of 3 years of tax accounting experience preferred

Strong knowledge of GAAP and both for-profit and nonprofit tax principles

Proficiency with tax preparation software such as Lacerte and accounting software (Odoo, Sage, NetSuite, Dynamics, or similar) and advanced Google Sheets/Excel skills

Commitment to integrity, accuracy, clarity, tact and confidentiality