Berndt CPA LLC ยท 6 days ago
Senior Tax Accountant
Madison, WI
Full-time
Onsite
Mid, Senior Level
2+ years expBerndt CPA LLC is a growing firm that emphasizes client relationships and proactive tax planning. The Senior Tax Accountant will prepare and review tax returns, mentor junior staff, and assist in client development while maintaining effective communication and relationships with clients.
AccountingConsultingFinancial Services
Responsibilities
Prepares and review business (including 1120, 1120S, 1065) and individual income tax returns to satisfy compliance requirements and support effective business planning
Prepare and review appropriate workpapers
Complete projects efficiently within established time budgets
Establish and maintain effective client relationships through regular communications, including onsite visits, assuming in-charge responsibilities for multiple clients
Conduct Tax research using Checkpoint and additional firm tools and convey information to clients
Assist partners and senior leaders with generating new business opportunities beginning to develop a Personal Marketing Plan
Mentor and train entry-level staff by providing guidance and serving as a professional role model
Exhibits time management and organization skills
Develops entrepreneurial approach to client service and good working relationships with client personnel
Builds new and existing client relationships and demonstrates basic knowledge of client's businesses
Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals
Develops means of communication to clients and persons responsible for maintaining relationship with clients
Accepts volunteer positions in community organizations
Understands firm ethics and demonstrates them consistently
Qualification
Required
Minimum of a Bachelor's degree in accounting or other related program
CPA license or CPA eligible
Minimum 2 years' experience in private/public accounting
Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
Ability to multi-task and to work independently with minimal supervision
Strong interpersonal and relationship building skills
Team player with a positive - 'can do' approach
Preferred
Experience working in a paperless environment strongly preferred
Company
Berndt CPA LLC
At Berndt CPA LLC, we believe entrepreneurs are the driving force behind innovation, job creation, and community growth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alicia Greer, CPA
COO
Jay Mouille, CPA
Partner
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