Heard, McElroy & Vestal, LLC CPA · 2 days ago
Tax In-Charge
Longview,TX,US
Full-time
Onsite
Entry, Mid Level
2+ years expHeard, McElroy & Vestal, LLC CPA is a firm that provides quality tax services. The Tax In-Charge role involves preparing tax returns, conducting research, and providing tax planning services while ensuring compliance with regulations.
Accounting
Responsibilities
Prepares individual, partnership, and corporate income tax returns in various industries under the direction of the Manager, Senior Manager, Director or Partner by providing timely, high quality service
Organizes workpapers, maintains open items list and conducts self-review of work before submission to reviewer
Gains understanding of client’s business, objectives, and industry, and prepares practical and creative solutions to the client’s tax situation with guidance from Manager, Senior Manager, Director or Partner
Provides technical assistance, tax planning, and research on income tax issues
Develops or offers a proposed solution when communicating an issue
Keeps clients informed of the tax developments that affect their business
Develops an understanding of the service capabilities and offerings of the Firm, recognizing opportunities to provide additional services to new or existing clients
Maintains knowledge, stays abreast of any changes, and ensures compliance with internal and external accounting and tax requirements and policies
Actively prepares for and takes the CPA exam until successful completion of the exam
Maintains the required CPE for Firm and licensing standards
Qualification
Required
Bachelor's degree from four-year college or university in Accounting with strong academic track record (minimum GPA of 3.0)
Two years current and/or recent public accounting experience in tax compliance and planning
Proficient in Microsoft Word and Microsoft Excel
Working knowledge of office equipment, computer hardware and peripheral devices
Proficient with tax preparation and research software as well as Firm software applications and procedures
Strong communication skills, both orally and in writing
Ability to interact and maintain professional relationships with staff as well as clients
Ability to organize facts, analyze and interpret information/research according to client circumstances
Ability to handle multiple projects simultaneously while maintaining consistency, accuracy and providing superior service
Works autonomously under the pressure of tight deadlines and multiple priorities
Must be well organized, detail oriented and thorough
Exhibits strong analytical ability and diligently performs assigned tasks with the highest degree of professionalism and integrity
Must exhibit a high degree of professionalism including the ability to maintain the highest levels of confidentiality
Ability to work both independently and as part of a team with professionals at all levels
Actively prepares for and takes the CPA exam until successful completion of the exam
Maintains the required CPE for Firm and licensing standards
Preferred
CPA certification preferred or demonstrated progress towards obtaining CPA certification
Company
Heard, McElroy & Vestal, LLC CPA
Founded in 1946, Heard, McElroy & Vestal is a full-service CPA and consulting firm located in North Louisiana and East Texas.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Aimee McFarland, CPA
Partner
Chris Solomon, CPA
Tax Partner
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