Tax Manager/CPA

Location

North Little Rock, AR | United States

Job description

SUMMARY:

Under minimal supervision of a Shareholder, performs a variety of complex, professional accounting tasks to maintain accounting records and prepare financial reports, bookkeeping and taxes for clients of Bell & Company, P.A. May perform some or all of the listed functions.

ESSENTIAL FUNCTIONS:

To perform this job successfully, an individual must be able to perform each of the essential functions satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform essential functions, provided it does not create undue hardship for the Company.

Duties include but are not limited to the following:

Audit:

• Performs 401k audits
• Assist with IRS and state income tax audits
• Prepare financial statement audits
• Perform audit and tax research

Attest & Assurance:

• A primary point of contact for clients to whom A&A services are provided
• Resolves technical issues
• Prepare financial compilations
• Develops procedures
• Bid on prospective A&A jobs
• Trains other Accountants

Billing: 

• Maintains accurate time records and descriptions of work performed for client billing
• Review billing worksheets for accuracy. Determine amounts to be billed, written off and WIP

Bookkeeping:

• Review monthly, quarterly, and annual bookkeeping files.
• May perform limited bookkeeping duties for specific clients.

Client Contact:

• Establish a rapport and good communication with clients
• Contact the client for clarity regarding source documents, income, expenses and other pertinent information. Come to a conclusion based on inquiry and take a course of action.
• Meet with clients in person at Bell & Co. offices or may travel to client office to review finished work products, conduct audits and other related services.
• Evaluate client needs and identify opportunities for added services.
• Establish and maintain an effective working relationship with the client and/or client representative(s). 
• Assist Shareholders in the advisement of the client in all areas of provided service.
• Contact clients regarding past due balances; send late notices in a timely manner.
• Receive phone calls and answer any questions a client may have; assist clients with internal accounting software.

Communication:

• Read and respond timely to both internal and client emails.
• Update Shareholders and related coworkers on client account status, services being provided and current or potential issues for resolution.
• Attend company meetings, workgroup meetings, training sessions and other pertinent events.

Review:

• Act as a first or second reviewer on tax returns prepared by other Accountants.
• Act as a first or second reviewer in Financial Statement audits, reviews compilations and individual and business tax projections. 
• Assist with Peer Review.
• 1st reviewer on bookkeeping, projections & A&A. If the incumbent is a secondary biller be the 1st reviewer for tax returns.

Taxes:

• Review monthly, quarterly and annual bookkeeping files.
• Prepare more complicated and difficult tax returns: 990, 1040, 1041, 1065, 1120, 1120S, 706, 709 and 5500.
• Amend tax returns from prior years.
• Prepare tax projections
• Prepare and review business value calculations 
• Research IRS rules and other governances to ensure compliance
• Work with 3rd parties such as banks, investment advisors and county tax collectors to obtain information for tax returns and other projects.
• Prepare lead sheets summarizing tax data on forms of income/deductions – interest, dividends and donations.
• Deliver drafts of returns; answer questions and obtain authorization to file the return.

Training:

• Train and/or assist with the training of new employees and be of assistance to team members.
• Participate in tax updates and other related training classes, workshops and seminars.
• CPAs must participate in continuing education to maintain CPA designation.

Other Pertinent Duties:

• Supervise, assign, initiate, instruct and delegate all types of tax and attest work prepared by Supervisor level and down.
• Seek out and make familiar applicable deadlines specific to clients to ensure timely completion of related forms, returns, payroll processing, etc.
• Maintain contractor license and engagement logs.
• Assist attorneys with reports, exhibits and provide consultation on legal cases.
• Attend and participate in meetings and events that provide opportunities to gain new clients.
• Analyze potential and new client data to determine appropriate service offerings.
• Provide mentorship, motivation, leadership and/or supervision to other accountants and bookkeepers.
• Pursue leadership roles in the community through social and civic activities.
• Maintain relationships with a network of peers.
• Perform various tasks and other duties as assigned by management.
• Be at work as required and on time. 

WORKING CONDITIONS:

Work is performed in a typical interior/office work environment – with very limited exposure to physical risk. Equipment used: computer, telephone, copier and scanner.

MENTAL DEMANDS:

Must be able to work in a constant state of alertness and concentrate for long periods of time. Must be able to work for multiple clients simultaneously. Must be able to work under time pressure; recognize timelines and meet determined deadlines. Must be able to apply principles of logical thinking.

PHYSICAL DEMANDS:

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone and computer to communicate with clients and staff. May experience stress due to the need to meet deadlines.

The incumbent must have:

• CPA in good standing.
• Bachelor’s degree in Accounting.
• A minimum of 7 years of practical experience is required.
• Ability to analyze financial data and draw appropriate conclusions.
• Excellent computer skills.
• Excellent verbal and written communication, and listening skills.
• Excellent time management and organizational skills.
• Excellent problem-solving, critical thinking and analytical skills.
• Ability to delegate and supervise accountants in the performance of their duties. 

SPECIALIZED SKILLS AND KNOWLEDGE REQUIRED:

• Knowledge of general financial accounting and cost accounting.
• Understanding of and the ability to apply generally accepted accounting principles.
• Ability to correctly prepare tax reports.
• Ability to convey knowledge to other accountants to increase their understanding and knowledge base.
• Understanding of a broad range of accounting issues including those involving higher levels of judgement such as: priority for income taxes, revenue recognition, subsequent events, contingencies and industry-specific procedures.
• Proficient with Microsoft Office Suite or similar software, and accounting software, Quickbooks and Ultratax preferred.

Congratulations on taking the next step in your career by finding Bell & Company, P.A. We are a regional CPA firm established in 1981 and located in central Arkansas. We are serious about the services we provide to our clients but manage to make that happen in a more casual atmosphere. Our employees are key to our success because their experience, education, integrity, hard work, and dedication to our clients and company propel us forward as a results-driven and trusted service provider. We seek people who not only possess technical skills and experience but who also are friendly, work well in a team environment, are approachable, can communicate well with team members, management, and most importantly, our clients. You’ve made the right choice in considering Bell & Company. Come grow with us!

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