Tax Staff Accountant

5807 Osborne Drive West P. O. Box 2026 Hastings, NE 68902 402-463-6711

Tax Staff Accountant

Position Summary

The Tax Staff Accountant works under direct supervision of the Tax Manager or Tax Shareholder, but may delegate certain responsibilities. Tax Accountants may assist in supervising Accounting Assistants and Paras and are expected to review their work in a timely manner. Tax Accountants should show initiative in obtaining the types of assignments and special projects that will further increase their technical skills, especially in their chosen area of expertise. Direct contact with clients will continue to increase for the Tax Accountant. They should fully understand the client's business and also offer suggestions for improving the efficiency of the client's accounting functions. The Tax Staff Accountant reports to the Tax Department Lead.

Core Competencies and Corresponding Behaviors

Technical Competency Demonstrate an understanding of the firm's quality control standards Is familiar with basic accounting and reporting standards Prepare interim and annual compilations as assigned Prepare corporate, individual, partnership, and other tax returns Assist shareholders/managers in developing additional services for current clients Demonstrate consistent use and proficiency in paperless file preparation technique Proficiency in payroll tax and sales tax issues Demonstrates an understanding of basic income tax laws and regulations Reports time on a daily basis and strives to meet assigned deadlines and budgets Proficient in MS Office and other Windows based software Demonstrate effective and efficient utilization of tax software Able to complete time reports and enter time to firm's time and billing software

Professional Competency Produce work that contains few errors and takes steps to correct any errors Maintain accurate time records and descriptions of work performed for client billings Concise and coherent writing using proper grammar, spelling, content and tone Demonstrate enthusiasm and good judgment when interacting with colleagues, supervisor, and clients Listen without interrupting and elicit feedback Begin demonstrating ability to handle difficult or demanding clients and others Manage emotions and remain productive in ambiguous and high stress situations Willingly incorporate new ideas and procedures into daily work Readjust priorities quickly as situations dictate or to meet the needs of others Consistently make the appropriate decisions based on a review of the facts

Respect For Results Understand the need to work efficiently Respect the use of clients' and other team members' time Commit to personal metrics including billable hour and charge hour goals Meet or exceed annual charge hour goals of 1,750 hours Expected to meet or exceed realization goal for each engagement on a consistent basis

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Core Competencies and Corresponding Behaviors (Continued)

Service Excellence Demonstrate an effort to better understand client's business and unique industry aspects Respond quickly to client inquiries and demands Keep promises and meet deadlines Build positive working relationships with appropriate client personnel Assist other firm members in following up with client to ensure expectations were met Be familiar with the services provided by the firm Demonstrate commitment to helping clients achieve their goals

Respect For Relationships Be familiar with professional ethics of the AICPA and the State Board and applicable specialty organizations Does not compromise professional and personal integrity Accept responsibility for choices and decisions that are made Act in accordance with the firm's vision and values Treat others like they would like to be treated Recognize and demonstrate skills that make an effective team member Strive to be a contributing member of the team Support team decisions and help the engagement team achieve its goals Utilize buddy and mentor to be a better team member Realize the value of hard work but understand the firm's culture that values and respects the need to balance work and personal life Provide leads to assist firm in its recruiting

Personal Development Participate in firm directed CPE and on the job training Work towards obtaining a CPA certificate Incorporate learning from technical courses and seminars into everyday work

Working Conditions

The Tax Staff Accountant works a standard workday of 8am-5pm Monday to Friday outside of tax season. During tax season, additional hours are required. The firm also has implemented a flexible work schedule that could be used by team members.

Education

Minimum of four year degree in Business Administration (or similar field) with a major in accounting or a minimum number of accounting courses for such major required

Experience

Previous accounting experience is preferred CPA certificate is not required; however, this individual is expected to progress professionally

towards obtaining a CPA certificate

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