Tax Department CPA

Job Description

Job Description

Company Description

Stoner, Albright & Company is a prestigious and exclusive boutique CPA firm in North Dallas seeking an experienced CPA with a focus on tax expertise for the benefit of high-net worth individuals and their closely held business entities. The Firm provides excellent client service with particular attention to details that affect and maximize profitable outcomes. There is an emphasis on providing timely and accurate tax planning and advisory services tailored to meet the specific personal and individual tax needs of our clientele. We treat our staff and our clients like family, striving for the best possible and optimized outcomes while maintaining full compliance with state and federal tax rules and regulations. Our firm places a high value on all team members and their professional development to maximize their individual and team success.

The Firm provides an excellent benefits package including market salary compensation, a safe harbor Section 401(k) plan, and paid healthcare benefits. Our offices are conveniently located within the Dallas metroplex at the high-five intersection of US Highway 75 and Interstate 635 LBJ Freeway.

Job Description

Tax Consultant and Advisor – CPA

As a Tax Accountant, you will assist the team in managing the processes for all tax-related deliverables including tax planning, tax compliance, tax preparation, tax consultancy and review for multiple clients and entities. Everything you do will be focused on providing exceptional level of tax services for all clients.

Requirements:

1. Licensed CPA (Do not Apply Without a CPA Certificate)
2. Bachelor’s or Master’s degree in Accounting, Tax, or a related field required
3. Minimum of five years of tax related work experience in public accounting
4. A background in tax compliance and accounting for income tax and a broad understanding of U.S. income taxation
5. Experience with individual and business entity tax preparation and accounting
6. Excellent attention to detail and strong organizational skills
7. Effective verbal and written communications skills including the ability to articulate complex tax and financial information to all levels of clientele
8. Well-developed decision-making skills and initiative to make those decisions
9. Work effectively under pressure
10. Highly dedicated with a positive attitude, self-motivated, and a team player who takes initiative
11. Detail-oriented with strong communication, organizational, analytical, problem solving, client service, leadership and PC skills including accounting software proficiency
12. Proficient with Microsoft Office, particularly with Word and Excel, Experience working with UltraTax CS and/or QuickBooks a plus

Responsibilities:

1. Work with other experienced CPAs to prepare and review required tax returns and deliverables for small to mid-sized, closely held businesses and individuals, working to ensure that deadlines are met
2. Work with efficiency and at times under pressure to meet strict deadlines
3. Work efforts with be both independently and as part of a team depending on the client needs
4. Typical activities include, but are not limited to, workpaper documentation, client points, working trial balances and appropriate journal entries, year-end planning, and client specific advisory and tax research services
5. Become familiar with the firm’s policies and procedures
6. Become familiar with the firm technology, tax software and research suite
7. Become familiar with the firm standards for workpaper preparation
8. Become proficient in research of highly complex tax issues
9. Become familiar with the pertinent IRS rules and regulations
10. Understand the rules, regulations, and code of professional conduct of the AICPA and Circular 230
11. Obtain a working knowledge of tax research techniques and the various research sources in the firm’s electronic library
12. Assist the team in preparing individual and business entity tax returns

Benefits:

1. Market compensation
2. Annual bonus opportunity
3. Paid time off
4. Health insurance
5. 401(k) retirement plan
6. Flexible schedule during slow seasons
7. Work-life balance in a positive and supportive firm culture

Remote Position:

Due to the nature of the business, and being responsive to our clients, we are not able to support or offer a remote working environment. We do, however, offer a reasonable flexible work schedule to accommodate the various needs of our team members.

Job Type:

Full-time