Job Summary
The role involves planning, executing, and overseeing the compilation, review, and audit engagements for for-profit entities. This includes the preparation and examination of financial statements, workpapers, and intricate tax returns. The position also encompasses resolving various accounting and tax-related issues, managing multiple engagements, facilitating communication with tax authorities, and mentoring junior staff members.
Responsibilities
- Plan and execute compilation and review engagements for for-profit organizations.
- Prepare and review financial statements and workpapers.
- Handle complex tax return preparation and auditing processes.
- Address and resolve accounting and tax issues effectively.
- Manage and delegate tasks across multiple simultaneous engagements.
- Communicate with tax authorities on relevant matters.
- Guide and mentor staff for their professional development.
Qualifications
- Bachelor’s degree in accounting.
- CPA certification is required.
- 5–7 years of experience in public accounting, specifically within a tax context.
- Proven supervisory abilities and experience in client relations.
- Strong understanding of GAAP and small business tax compliance.
- Ability to work independently with minimal oversight.
- Familiarity with ProSystem/Axcess, Thomson Reuters Checkpoint, and Microsoft Office is preferred.
Belfint, Lyons & Shuman, P.A. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
