Proficient in tax preparation software (Prosystem FX & BNA preferred)
Strong accounting skills and Excel proficiency
Excellent verbal and written communication skills
Ability to manage multiple projects and meet deadlines
Responsibilities
Prepare and review complex tax returns for individuals, corporations, partnerships, and fiduciaries
Review business license, property tax, and sales & use tax returns
Prepare tax adjusting journal entries for business management clients
Prepare quarterly tax estimates and year-end projections
Respond to IRS and state tax authority notices and audits
Serve as the main contact for non-business management tax clients
Conduct tax research and develop best practices for procedures
Benefits
Opportunity to work with a diverse range of clients
Collaborative work environment with a focus on professional development
Access to advanced tax preparation software
Supportive team culture that values initiative and problem-solving
Potential for career advancement within the firm
Full Job Description
Posting Description
Essential Duties and Responsibilities:
Prepare and review complex Individual (resident and non-resident), C and S Corporation, Partnership, Fiduciary, Gift, Single Member LLC, Foreign Bank Account Report, Exempt Organization and Private Foundation tax returns
Review Business License, Property Tax, and Sales & Use tax returns
Prepare and review tax adjusting journal entries for business management clients' books and records
Prepare and review quarterly tax estimates and year-end individual projections and business closeouts
Prepare and review tax basis schedules
Respond to IRS and state taxing authority notices and audits
Point of contact with various non-business management tax clients and business management affiliates
Prepare and review Forms W-2, 1099, and 1042 as necessary
Tax research
Develop procedures, processes, and templates to establish best practices
Knowledge, Education, Skills, and/or Abilities:
Education - Bachelor's Degree
CPA license
7-15 years tax experience
Accounting proficiency
Proficiency with Tax Preparation and Projection Software, (Prosystem FX & BNA preferred)
Proficiency with Excel and Word
Excellent verbal and written communication skills
Personable, positive and enthusiastic attitude
Proficient in overseeing multiple projects and meeting strict deadlines
Ability to work with a variety of personalities
Taking initiative
Problem-solving ability
Certificates, Licenses, Registration:
Certified Public Accountant
About NFP
NFP is a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement, and individual insurance and wealth management solutions. NFP has more than 5,000 employees and global capabilities. The company has a broad range of offerings, including commercial insurance, corporate benefits, private client services, and personal insurance. NFP serves clients in the United States, Canada, and the United Kingdom.
