Lee, Mongelli & Associates LLC · 1 day ago
Tax Associate
Lee, Mongelli & Associates LLC is a growing tax accounting firm in the DTC area seeking an experienced tax associate. The role involves preparing various tax returns, engaging in support services, and fostering client relationships.
Accounting
Responsibilities
Review and prepare income tax returns for all types of businesses as well as personal tax returns
Able to work independently as well as part of a team
Ability to follow established procedures
Respond to inquiries in a timely and accurate manner
Provide excellent customer service
Help prepare and maintain client procedures
Other projects and duties as assigned
Qualification
Required
4+ or more years of experience in Accounting
Proficient with Microsoft Excel
Proficient with QuickBooks
Ability to work with a set of clients to get them set-up for bookkeeping and tax services
Strong analytical, organizational and problem-solving skills
Effective written, verbal and interpersonal communication skills
Self-motivated with a high degree of integrity, professionalism and reliability
Ability to successfully complete assigned tasks accurately, timely and consistently
Flexibility to work longer hours during peak periods
Ability to Commute - Greenwood Village, CO 80111 (Required)
Ability to Relocate - Greenwood Village, CO 80111: Relocate before starting work (Required)
Preferred
Knowledge of Lacerte preferred
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Company
Lee, Mongelli & Associates LLC
Lee, Mongelli & Associates is a full-service accounting, tax planning, tax preparation, and business advisory firm located in Greenwood Village, Colorado.
Funding
Current Stage
Early StageCompany data provided by crunchbase