Accountant (ATX Tax Software Specialist)

Accountant (ATX Tax Software Specialist)

Job Summary:

We are seeking an experienced Accountant with expertise in ATX tax software to manage and prepare complex tax filings and financial statements for our clients. The ideal candidate will possess a strong knowledge of tax preparation, compliance, and accounting principles, and will leverage ATX tax software to optimize the accuracy and efficiency of our tax services.

Key Responsibilities:

1. Tax Preparation and Filing:
   • Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and LLCs using ATX tax software.
   • Ensure accurate and timely filing of all tax forms, including quarterly and annual filings.
2. Financial Reporting and Compliance:
   • Generate financial statements, balance sheets, and profit and loss statements.
   • Ensure compliance with current tax laws and regulations to minimize potential audit risks.
   • Assist in analyzing financial data to identify tax savings and planning opportunities.
3. Client Consultation:
   • Provide tax advice and guidance to clients, addressing their questions and concerns regarding tax liabilities, deductions, credits, and tax planning strategies.
   • Conduct reviews with clients to go over financial reports, tax planning, and areas for improvement.
4. Data Management and Analysis:
   • Maintain accurate records of tax documents, client information, and financial transactions.
   • Utilize ATX software for data entry, data management, and reporting to streamline processes and improve accuracy.
5. Collaboration and Team Support:
   • Work closely with the accounting and finance team to ensure accurate bookkeeping and financial reporting.
   • Support junior accountants and interns with ATX software training and tax preparation tasks.

Requirements:

• Education: Bachelors degree in Accounting, Finance, or a related field.
• Experience: 2+ years of experience in tax preparation and accounting, preferably with ATX tax software.
• Skills:
  • Proficient in ATX tax software, as well as general accounting software (e.g., QuickBooks, Excel).
  • Strong understanding of federal, state, and local tax regulations.
  • Excellent analytical, organizational, and communication skills.
• Certifications (Preferred): CPA, EA, or similar tax-related credentials.

Preferred Qualifications:

• Experience working with individual and business tax returns across various sectors.
• Ability to provide strategic tax planning and consulting services.
• Knowledge of recent tax legislation and compliance standards.