A Bachelor of Science degree in Accounting or another relevant degree, or a combination of education and experience.
An Enrolled Agent license and/or Certified Public Accountant certification.
Participation in preparing personal and business tax returns for a minimum of two tax seasons.
Proficiency with spreadsheets, tax preparation software, and bookkeeping software; Lacerte is a plus.
Ability to collect and research data and synthesize complex and diverse information.
Ability to design workflows and procedures to ensure deadlines are achieved.
Working knowledge of general business practices and business and financial acumen.
Experience advising business entities and performing tax preparation, payroll, and bookkeeping.
Ability to manage a high volume of clients across verticals.
Ability to build client relationships and present information by phone and in writing.
Responsibilities
Prepare individual tax returns using Form 1040 and business tax returns using Forms 1120, 1120-S, and 1065, including associated schedules and financial statements.
Understand clients' businesses, analyze each scenario, and provide personalized accounting advice.
Coach, train, and assist in mentoring less experienced staff.
Transfer knowledge to others one-on-one and in groups.
Continue professional education and take responsibility for actions and commitments.
Desired Qualifications
Experience with Lacerte tax preparation software.
Skills and Experience:
BS Accounting or other relevant degree or combination of education and experience
EA Licence and/or CPA Certification
Prepare individual (1040) and business tax returns (1120,1120’s,1065) and associated schedules and financial statements
Participation in preparing personal and business tax returns for a minimum of 2 tax seasons
Proficiency in related technologies; spreadsheets, tax prep and bookkeeping software (Lacerte is a plus)
Analytical: Collect and research data, synthesize complex and diverse information
Organization: Design workflows and procedures to ensure deadlines are achieved
Working knowledge of general business practices and ability to demonstrate business and financial acumen
Ability to coach, train and assist in mentoring less experienced staff
Experience advising business entities, tax preparation, payroll and bookkeeping
Ability to manage a high volume of clients across verticals with poise
Who you are:
In keeping with the mission of the company; you are eager to develop a trusted partner relationship and to focus on personalized service so that you can; understand your client's business, analyze each scenario, and make personalized accounting advice.
You are compelled to be the best at what you do. You seek answers to questions and are always continuing your education. You take responsibility for your actions and commitments.
You are a top notch communicator. You adhere to a consultative approach, always listening first with empathy so that you can earn your clients trust. You are comfortable building relationships and presenting information by phone and in writing.
Problem solving, analytic thinking and collaboration come naturally to you. You work to effectively transfer knowledge to others, both one on one and in a group. You are willing to both share your ideas and take direction.
You are thrilled when your clients are successful!
Who we are:
Awesome Gym Inc. serves the accounting needs of start-ups, entrepreneurs and small businesses by providing extraordinary service at an affordable price. Using our Dedicated Accountant model, we build relationships based on integrity, responsiveness and solidarity, with the goal of making every client a client for life.
Located in Downtown Pittsburgh, our staff is a diverse team of seasoned and growing career accountants.