Cannabis Staff / Tax Preparer

Individuals at this level normally have a college degree with a major in accounting and the requisite hours to be CPA eligible, and generally have from zero to four years of experience. Cannabis Staff / Tax Preparers are expected to: Become familiar with the firm’s policies and procedures Understand professional standards and applicable legal and regulatory requirements Progress professionally by working toward passing the CPA exam in an expeditious, planned manner If assigned primarily to bookkeeping, sales tax, and corporate tax return preparation engagements, the Cannabis Staff / Tax Preparer is expected to: Become familiar with pertinent IRC sections and regulations, including 280E Obtain a working knowledge of research techniques, including the various research sources in the firm library Become proficient in the preparation of level-appropriate tax returns, including corporate, partnership, or other tax returns prepared by the firm Assume responsibility for the completion of tax returns under the supervision of more experienced staff Prepare tax trial balance and propose adjustments to the unadjusted numbers Become familiar with common book to tax schedule of M-1 differences Become proficient in bookkeeping tasks that are often an element of the assigned jobs. Included in this is performing a bank reconciliation and identifying reconciled items Maintain required CPE Qualifications Proficient in Microsoft Office Suite (Word, Excel) Proficient in CCH Axcess or similar products Proficient in Oracle NetSuite preferred Proficient in Odoo ERP and CRM preferred Experience or familiarity with QuickBooks and tax preparation software is a plus Ability to work independently in a team atmosphere Bachelor’s degree in Business and Accounting CPA, EA, or CPA eligible preferred Advancement Demonstration of growing technical abilities and communication skills Ability to teach, mentor, and foster team building Demonstration of leadership skills and potential Thirst for knowledge and desire to work hard and meet the demands of clients #J-18808-Ljbffr