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Experienced Individual / Estate & Trust Tax Preparer

Job Description :

Join our team at Don Anderson & Associates as an Individual Tax Preparer and contribute to our full-service accounting firm by providing expert accounting and tax preparation services to individuals in the Central Virginia area. We are a local, growing public accounting firm that is looking to expand its current staff to accommodate our ever-increasing client base. As an Individual Tax Preparer, you will play a vital role in ensuring accurate income tax filings, and tax planning with clients. We are seeking dedicated professionals that exhibit the following traits:

What We are Looking For:
  • Professional appearance
  • Strong communication skills with an ability to effectively communicate with clients in various industries Strong analytical skills to review and analyze financial data
  • Organized and able to multi-task
  • Ability to work independently and to efficiently manage the accounting and tax needs of multiple clients across multiple industries
  • Responsible with strong attention to details
  • Exhibit an ability to manage and meet multiple deadlines
  • Team Player
Responsibilities:
  • Preparation of Individual Income tax returns, form 1040, ensuring compliance with federal and state tax regulations and maximizing allowable deductions for the client.
  • Candidate should be well versed in sole proprietorships, rental activities, reporting of K-1’s, depreciation rules, retirement accounts, investment activities, and capital gain reporting
  • Preparation of Multi-State Income tax returns for individuals ensuring compliance with multiple state tax regulations and maximizing allowable deductions for the client.
  • Solid understanding of various retirement account options available, determine deductibility of contributions to retirement plans, reporting taxable distributions from retirement plans, advising taxpayer of RMD requirements, advising taxpayer and properly reporting of inherited retirement accounts
  • Preparation of Estate tax returns form 706, ensuring compliance with federal regulations.
  • Preparation of Trust tax returns form 1041 and related state returns, ensuring compliance with federal and state regulations.
  • Preparation of Gift tax returns form 709, ensuring compliance with federal regulations.
  • Develop tax planning strategies for clients to minimize their tax impact and optimize their financial goals. Estate Administration including probate & qualification, preparation of inventory, negotiation of estate debts, manage estate assets, preparation of accounting for Commissioner.
  • Trust Administration including management of trust assets, payment of trust expenses, reconciliation of trust accounts and preparation of financial reports for beneficiaries of the trust.
  • Communication with federal and state tax authorities on behalf of the taxpayer, either through written correspondence or verbal communication
  • Position requires candidate to be in the office full-time with weekend and evening work required during peak seasons or to meet project deadlines. Remote access work is available to accommodate after-hours work.
Qualifications
  • Bachelor’s degree with major area of study in accounting
  • Licensed Enrolled Agent with Internal Revenue Service or willingness to obtain license
  • Candidate should be proficient in CCH ProSystem FX, QuickBooks, Microsoft Excel, Microsoft Word and Office 365. Candidate will be trained in other industry specific software used by the firm.
Benefits

Fringe benefits offered include group health insurance, dental and vision insurance, Flex Spending account, PTO, company sponsored Simple IRA plan, employer paid professional development.

Resume Submission

Please upload the completed resume and cover letter below.

About Us

Established in 1978, Don Anderson & Associates, Ltd. offers personalized tax and accounting services in Central Virginia, leveraging over 330 years of combined experience to help clients achieve financial independence.