Career Opportunities

Position Description

Overview

This position is responsible for clients’ tax and accounting issues which may arise annually and throughout the year. It is also responsible for assisting with clients needs and relationships. This position reports directly to Tax, Accounting and Business Manager of Pearson&Company. Required Primary

Attributes

The position requires the ability to recognize client’s tax and accounting needs and to develop solutions as issues, changes and opportunities arise. Communications with clients is priority. Since providing solutions is the foundation of our Core Values, this position requires active listening, active thought, and productive solutions for our clients and for our staff: our success is primarily defined by our ability to solve and resolve issues.

Experience

Preferably 3 to 5 years of experience in the Public Accounting industry, preferably with the small to medium sized businesses and their owners. Knowledge of the Creative Solutions cache of software, Quickbooks and Excel helpful.

Responsibilities

• Understanding how to help through numbers.
• Understanding problem-solving is not always about being technically correct.
• Being knowledgeable and competent, and be able to convey this.
• On-load and maintain client relationships, work products, and deadlines.
• Communications and proactivity: proactively listening to meet and exceed expectations.

Tax & Accounting Responsibilities

• Capable of reviewing, analyzing, and updating client records.
• Capable of recognizing and proposing changes to client records requisite for the preparation of income tax returns and/or for the preparation, compilation or review of financial statements.
• Preparation of Corporate, Partnership, Individual income tax returns.
• Exposure to Estate and Gift Tax laws and regulations.