Thomas Doll Hiring for Senior Staff Accountant/TaxManager Job at Remote Full Time

Thomas Doll is a well-established CPA firm located in the Bay Area offering over 40 years of full service accounting, tax and business consulting practices to our clients. We are a firm who believes our value is through our delivery of timely, quality tax and accounting services and strategic business planning for our clients. The needs of our clients and the scope of our business advising offers many opportunities for our staff to learn and grow professionally.

Senior Staff Accountant/Tax Manager

The Senior Staff Accountant/Tax Manager works in multiple capacities bookkeeping, financial statement preparation and tax planning, preparation is the major focus. This position will teach you all the building blocks in our organization and prepare you for building a long career in the accounting industry.

The ideal candidate will have a degree in Accounting, 2+ years of recent experience in a CPA firm.

Essential Duties and Responsibilities

• Locate and organize the documents and records required for the client bookkeeping and accounting process. This will include retrieving documents from external information sources such as banks and payroll providers as well as following-up directly with clients to retrieve client sourced information.
• Complete monthly bank, credit card, and loan reconciliations on client accounts
• Enter monthly payroll journal entries into Quickbooks.
• Process client financial statements using financial statement software.
• Organize tax documents and convert to digital format using optical scanners.

• Prepare tax returns based on source documents prepared both internally and provided to us by clients.
• Achieve proficiency in firm document management system and file structure. Provide scanning and filing assistance as requested by other team members.
• Use software to help client project future tax liabilities based on current year financial information.

Additional Responsibilities

• Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks.

• Be able to sustain productivity in a fast-paced environment, maintaining composure and focus under pressure and deadlines.

• Be detail-oriented and flexible.

• Be able to exercise good judgment and initiative.

Other skills

• Proactive and assertive personality
• Courteous and professional phone and email personality

• Compliance with company and regulatory requirements
• Understanding and applying the company Vision and Values

Ability to communicate effectively with principals, clients, and fellow employees. Ability to respond to common inquiries or complaints from clients, co-workers, management, and regulatory agencies.

Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, proportions, percentages. Ability to apply concepts of basic algebra. Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Education and/or Work Experience

– Possess CPA License

– Prior bookkeeping experience is desirable but not required

– Current enrollment in accounting program

– Ability to understand and execute basic Excel spreadsheets.

– Experience with QuickBooks and QuickBooks Online desirable but not required

– Experience with Lacerte Tax desirable but not required

– Experience with BNA tax planning desirable but not required

Job Type: Full-time

Pay: $31.50 – $36.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
Employees are required to mask, use hand sanitizer as needed, and social distance. Clients and outside vendors are in the office by invite only.

Education:

• Bachelor’s (Preferred)

Experience:

• Tax experience: 2 years (Required)
• Accounting: 3 years (Required)

License/Certification:

• CPA (Required)

Work Location: Remote