Location
Irwin, PA | United States
Job description
About Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.
We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations.
Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Position Summary
Duncan Financial Group is seeking an Enrolled Agent/Accountant to play an integral role in clients in our Tax and Accounting division.
Primary responsibilities include:
- Prepare year-end tax returns for Individuals, Corporations & Partnerships.
- Analyze client prepared data and make necessary adjustments required for financial statement and tax return preparation.
- Prepare year end documents and financial statements for business clients.
- Perform tax research on various issues as they arise.
- Respond to correspondence with the IRS and various state and local taxing agencies.
- Maintain excellent communication with clients to ensure expectations and deadlines are being met.
- Preparation of quarterly payroll tax returns and year-end W-2's and 1099's.
- Processing client information, checks, payroll and deposits into QuickBooks and reconciling accounts.
Qualifications
- CPA, CPA candidate, or IRS Enrolled Agent (EA)
- 3+ years’ professional accounting experience
- Bachelor’s degree in Accounting or Finance
- Strong understanding of accounting principles and tax law
- Strong written and verbal communcication skills
- Strong decision making skills, ability to work independently, and ability to meet time constraints and deadlines
- Experience with LaCerte Tax Software and Quickbooks
- Experience with TaxDome a plus
. Duncan Financial Group offers a robust benefits package with the following:
- Hybrid work arrangement
- Competitive Compensation
- Three United Healthcare Medical plans to choose from
- United Healthcare Dental plan- free for employees
- United Healthcare Vision plan
- Company paid Life Insurance with additional supplement life options for employees and their families
- Short Term Disability
- Company Paid Long Term Disability
- 401(k)- Company Match (Safe Harbor)
- Supplemental insurance including Critical Illness, Accident, Prepaid Legal
- PTO with prior employer matching
- Paid Holidays
- Financial support of continuing education and additional development and certifications
- Bonus program for suggested certifications
- Social and Philanthropic opportunities
To hear from our team and view other opportunities with Duncan Financial Group, check out our career page at
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