Prepare Tax Workpapers, Prepare Tax Returns, Process Documentation
Measuring Success:
Accuracy of Work
Timeliness of Work/Meeting Deadlines
Utilization
Efficiency/Speed
Job Competencies:
Acceptance of firm core values (People First, Humility, Ownership, Results Matter, and Hustle)
Building a strong understanding of the tax law through client engagements and through personal investment in technical reading
Demonstrates a growing understanding of more complex technical tax concepts, including developing tax issues
Effectively utilizes research tools and other resources in the preparation of income tax returns with easy to moderate complexity
Adequately documents tax return positions and other relevant information in concise tax return workpapers
Demonstrates consistency in the preparation of tax compliance deliverables
Effectively uses Microsoft Office products, including Word, Excel and PowerPoint
Understands and effectively utilizes firm tax software and technology resources
Takes responsibility for assigned work, yet seeks help from supervisors throughout the tax preparation process, as appropriate
Communicates effectively with supervisors regarding individual workflow and assigned engagements
Seeks to meet client expectations and communicates challenges or opportunities to supervisors in a timely manner
Consistently and effectively reviews own work product, including but not limited to income tax returns and tax workpapers, prior to submitting for supervisor review
Adheres to firm workflow process in tax compliance engagements and is mindful of time budget expectations
Developing appropriate analytical abilities
Growing ability to identify problems and determine possible causes through obtaining and comparing relevant information
Effectively demonstrates and teaches routine concepts to less experienced staff
Provides timely, meaningful, substantive performance feedback, as appropriate
Volunteers for community events or begins to get involved in professional or civic community organization
Demonstrates a growing awareness of Badger CPA services across departments for possible identification of value-added services and cross-selling opportunities
Builds relationships with client personnel within current sphere of influence
Education:
Four-degree required
Requirements:
Entry level to intermediate experience in tax preparation
20 hours/year relevant training
Benefits:
Competitive salary and performance-based incentives.
Complete PC package
Comprehensive benefits package, including health and life insurance.
Flexible work environment with the option to work remotely.
Opportunities for professional growth and development.
