Objective:
The Staff Accountant in Traditional Tax is responsible for supporting client engagements by preparing accurate and timely federal, state, and local tax returns for high-wealth business owners across a variety of industries. This role assists with tax planning, identifies compliance issues, and ensures adherence to tax laws and firm standards. This role will work closely with Senior Accountants, Managers, and Partners to prepare and deliver returns, participate in client meetings, and contribute to exceptional client service and advisory support.
Essential Functions:
1. Prepare individual, corporate, partnership, and trust tax returns in compliance with federal, state, and local regulations.
2. Assist with tax planning strategies for high-wealth business owners and related entities.
3. Conduct research on tax issues and provide recommendations to supervisors and Partners.
4. Review client documentation for accuracy and completeness; identify discrepancies and propose corrections.
5. Support the review process by preparing workpapers and schedules for Senior Accountants and Managers.
6. Meet with clients regularly to gather information, present findings, and deliver completed returns.
7. Maintain client databases and filing systems to ensure accuracy and compliance with firm policies.
8. Monitor tax filing deadlines and ensure timely submission of all returns.
9. Respond to client inquiries with professional and timely communication.
10. Collaborate with colleagues across departments (tax, audit, and accounting services) to provide integrated client support.
Competencies:
1. Technical Knowledge: Applies understanding of tax law, regulations, and compliance standards to client work.
2. Analytical Thinking: Evaluates tax data, identifies issues, and develops accurate solutions.
3. Client Relationship Management: Maintains professional relationships and delivers clear communication to clients.
4. Organization & Accuracy: Ensures all tax filings and supporting documentation are complete and precise.
5. Problem Solving: Recognizes discrepancies in tax information and recommends effective resolutions.
6. Team Collaboration: Works effectively with colleagues, supervisors, and Partners to complete client engagements.
7. Confidentiality: Maintains discretion and protects sensitive client and firm data.
Supervisory Responsibility
This position may supervise Interns. He or she will report to Traditional Tax Senior Accountants, Managers, or Partners.
Position Expectations & Work Environment
This is a full-time salaried exempt position. While performing the duties of this job, the employee works normal office hours (with guilt-free flexibility). Some weeks over 40 hours will be required.
Location & Travel
Based in Springfield, MO
Required Education & Experience
Minimum Bachelor’s degree in Accounting. Master’s in Accounting and CPA eligibility preferred. One to three years of experience in tax preparation, ideally within public accounting. Proficiency in Microsoft Office required; experience with UltraTax, QuickBooks, QuickBooks Online, and AdvanceFlow preferred. Must pass a CJIS background check.
Physical Demands
The physical demands described are representative of those necessary for an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.