Tax Accountant

apartmentRobert Half placeLake Geneva calendar_month10/4/24

We are looking for a Tax Accountant to join our team in the legal industry, located in Lake Geneva, Wisconsin. The Tax Accountant will be responsible for the preparation of a variety of federal and state income tax returns, implementing tax-planning strategies, and conducting tax-related research.

You will also handle tasks related to trust accounting, estate and gift tax returns, and various bookkeeping and billing activities.

For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well.

Thanks for any consideration and I look forward to helping you. God Bless.

Responsibilities:

Prepare a variety of federal and state income tax returns focusing on Forms 1041, 1065, and 990-PF.
Implement tax-planning strategies to optimize client's tax position.
Conduct tax-related research to keep up-to-date with the latest tax laws and regulations.
Review and process payments for quarterly estimated taxes.
Participate in the firm's trust accounting practice when necessary.
Prepare estate and gift tax returns in accordance with applicable laws and regulations.
Perform a broad range of bookkeeping and billing activities to ensure accurate financial records.
Work with various accounting software systems for efficient and accurate tax preparation and bookkeeping.
Handle increased workloads during busy tax filing seasons, ensuring all deadlines are met.
Maintain professional knowledge and skills in areas of tax compliance and planning.
Proficiency in using Accounting Software Systems
Experience with ADP - Financial Services
Knowledge of CCH ProSystem Fx and CCH Sales Tax
Familiarity with Drake Tax Software
Ability to perform various Accounting Functions
Understanding of Allowances in a legal context
Excellent Customer Service skills
Proficiency in Data Entry tasks
Understanding of Deductible in tax accounting
Experience with CCH ProSystem fx - Tax Compliance and Tax Planning
Ability to handle Complex Tax Return
Knowledge of Corporate Income Tax and Corporate Tax Compliance
Proficiency in using CorpTax Software
Experience with Creative Solutions - UltraTax
Familiarity with Drake Software - Tax Solution
Understanding of Federal Income Tax and Federal Income Tax Return
Ability to handle Fiduciary Income Tax Return
Experience in preparing Income Tax Return
Ability to handle Individual Tax Return
Knowledge of Lacerte Tax Software

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