Accounting, Tax

Career Opportunities with P&R Our vision for our staff:   We envision our staff to not only be great accountants, tax preparers, and auditors but also “Partners in our Clients’ Success”. Employees must be able to complete their daily tasks in accounting, tax compliance and/or auditing, and coordinate and manage multiple projects. (This requires staff to be super-organized.) More experienced team members begin to review their colleagues’ work and are available as a resource to mentor and train them as needed. We encourage staff to begin providing suggestions regarding our workflows and internal processes. We want them to champion a unified "P&R way" of doing things.  The ideal team member grows to become the "go-to" expert on the various apps available to streamline our offerings in each department (Tax, CAAS, and Assurance).  The ultimate goal is to grow from a preparer/auditor/accountant towards becoming an experienced resource not only for the internal staff but to our clients as well. We are business consultants at heart. Overall: Firm-wide Requirements: - Bachelor's degree in accounting or finance, at a minimum. - CPA Certification preferred. - Research skills. - Strong accounting and analytical skills. - Experience working with privately held clients is a plus.   - Industry experience is strongly desired in these major areas: - manufacturing  - hospitality - construction  - health care   - not-for-profit  - QuickBooks - PPC Checkpoint Tools  - Workpapers CS or other electronic based audit software  Firm-wide Interpersonal Skills: - Exhibit time management and organization skills. - More advanced positions coordinate recruitment, orientation and training of other staff. - Develop entrepreneurial approach to client service and good working relationships with client personnel. - Maintain contact with peers, develop network of business contacts, meet with prospective clients and cultivate referrals. - Develop means of communication with clients and persons responsible for maintaining relationships with clients. - Accept volunteer positions in community organizations. - Continue to develop industry expertise. - Serve as a role model for other staff in reflecting firm values, procedures and service model. - Understand firm ethics and demonstrate them consistently. - Develop a broad general knowledge of economic, political, and business conditions. - Perform such other duties as may be assigned. - Excellent interpersonal, oral and written communication skills. - Detail oriented. Firm-wide Job Functions: - Communicate with and manage multiple clients, budgets and production goals. - Maintain good workflow and provide feedback for greater efficiency. - Maintain organized work papers and supporting documentation. - Work with other teams (CAAS, TAX, ASSURANCE, OPERATIONS) on joint engagements (for example, when we prepare financials and a tax return for the same client). - Schedule internal and external deadlines to meet client expectations for delivery. - Provide suggestions and ideas for cost reduction and efficiency gains. - Affirm budgeted engagement hours and deadlines. - Lead by example to positively impact employee morale. - Inspire, train and mentor junior staff members to enable them to reach their maximum potential and provide constructive feedback as necessary. - Regularly look for opportunities, recommendations, and additional firm services that could benefit clients. - Represent the firm in community activities and professional associations. - Work independently, while understanding when to ask for assistance. TAX Team - Job description/functions/requirements: - 2-4+ years prior experience in public accounting tax experience. - Experience preparing individual, business, and exempt organization tax returns. - Preparation and/or review of federal and state income taxes for individuals, businesses, and exempt organizations. - Build new and existing client relationships and demonstrate knowledge of client business. - Analyze tax agency notices and prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS, Treasury Department or state and local taxing authorities. - Train staff, review and evaluate their work. - Perform complex tax research. - Prepare tax planning and estimates/projections. - Recommend tax saving strategies to clients and staff on engagements. CAAS Team - Job description/functions/requirements: - Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures and other general business issues. - Prepare and/or review financial statements for clients across multiple industry sectors. - Develop and streamline accounting processes and financial planning and analysis. - Work closely with the Tax and Assurance team leadership to coordinate scheduling of Client Accounting & Advisory (CAAS) Tea