Accountant/Tax Preparer

Company Description Johnson, Agen, Kupferschmidt & Associates is an established accounting and tax preparation firm serving individuals and businesses throughout northwest Wisconsin. The firm is known for providing personalized, relationship-focused service and practical financial guidance. Team members work closely with a diverse client base on tax, accounting, and advisory needs. Our work environment values professionalism, accuracy, and client confidentiality while supporting ongoing professional growth. Joining the firm offers an opportunity to build long-term client relationships in a stable, community-oriented practice. Role Description This full-time, on-site Accountant/Tax Preparer role is based in our Rice Lake, WI office. The Accountant is responsible for preparing necessary financial statements, sales tax, and payroll reports for a dedicated portfolio of clients, as well as handling individual, partnership, and corporate tax preparation (managing approximately 200 to 500 returns based on complexity). Key Responsibilities Financial Reporting: Prepare Monthly Financial Statements, Budgets, Projections, Personal Financial Statements, and Not-for-Profit Compilation Reviews. Complete monthly Gross Profit Analyses and quarterly Ratio Analyses. Tax Preparation & Compliance: Manage seasonal individual and business tax workflows, utilizing the E-File system and federal/state online reporting sites. Stay current on tax law changes. Client Relations: Meet one-on-one with monthly and tax clients to gather information, clarify documentation, and explain financial findings clearly. Payroll Support: Maintain a general knowledge of the payroll program to retrieve reports; cross-train to process payroll when the payroll clerk is unavailable. Operational Excellence: Verify that GAAP (generally accepted accounting principles) are followed in all policies and procedures. Continually review current processes to eliminate technological redundancies and improve future efficiencies. Schedule & Hours Off-Season: Monday – Friday, 40 hours per week with a Flexible Schedule . Tax Season: Monday – Friday, 49 hours/54 hours Week 1: 49 hours (Monday – Friday) Week 2: 54 hours (Includes a mandatory Saturday shift) Qualifications Education: 4-year Accounting Degree OR a 2-year accounting degree combined with relevant professional work experience. Software Proficiency: Strong proficiency in QuickBooks Desktop and QuickBooks Online , as well as tax software and digital reporting tools. Skills: Excellent communication (oral and written), strong organizational abilities, and human relations skills. Requirements: Tax preparation experience is required. Must complete a minimum of 8 CPE credits annually (firm-assisted). Must adhere to firm Standards of Conduct. Compensation & Benefits Starting Salary: $55,000 – $60,000 Benefits Package (Available after 90 days of employment): Retirement Plan Health Insurance Dental Insurance Short-Term Disability Paid Holidays and Paid Time Off (PTO) #J-18808-Ljbffr Johnson, Agen, Kupferschmidt & Associates