Heard, McElroy & Vestal, LLC CPA · 2 days ago
Tax Senior
Monroe, LA
Full-time
Onsite
Mid, Senior Level
4+ years expHeard, McElroy & Vestal, LLC CPA is a firm that specializes in accounting and tax services. They are seeking a Tax Senior who will handle complex tax assignments, supervise less experienced staff, and maintain client relationships while ensuring compliance with tax laws.
Accounting
Responsibilities
Prepares more complex 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
Performs client work on time, appropriate scope of services and within budget
Responsible for service quality, thoroughness and accuracy, proactively working with client to gather data and follow-up on open items
Assists in detail reviewing work papers, financial statements and tax returns before submission for review to the Manager, Senior Manager, Director or Partner
Demonstrates an understanding of tax concepts and effectively applies tax knowledge to client situations
Develops and delivers innovative tax planning ideas with timely and responsive services and work product that meets and/or exceeds client expectations
Gains understanding of client’s business, objectives, and industry, and prepares practical and creative solutions to the client’s tax situation
Monitors workload to meet billable hour goal and realization expectations
Takes lead role in supervising, scheduling and reviewing the work of less experienced staff
Researches accounting and tax issues as appropriate
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
Establishes and maintains long-term working relationships with clients, continuing to develop a network for future development opportunities
Maintains knowledge of accounting and tax requirements, ensuring compliance with internal and external requirements, staying abreast of any changes
Assists in training and developing staff
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)
CPA certification required
four years current and/or recent public accounting experience in preparing income tax returns and researching tax issues preferred
proficient in Microsoft Word and Microsoft Excel
working knowledge of office equipment, computer hardware and peripheral devices
proficient with tax preparation and research software
masters tax software tools as well as Firm software applications and procedures
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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