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At Wegner CPAs, People First Culture is not just a catchphrase, it is a core value. We believe our staff is our most valuable asset, and it is a priority to develop and retain our talent. We are invested in our staff and their well-being and are happy to accommodate the work environment that is right for you, including remote, hybrid, or in person.

The Tax Accountant will help create, implement, monitor, and update a tax plan to help its clients.

Primary Duties and Responsibilities

Professional Competence and Technical Skills

  • Manage large, more complex engagements.
  • Serve as an expert and internal resource for an area of accounting or tax.
  • Develop a reputation for expertise in the accounting profession or one’s chosen industry niche or sector.
  • Work with clients on S-Corp tax forms
  • Work with clients on Merger and Acquisitions transactions
  • Work with clients on State and local tax issues
  • Participate in professional associations, obtain referrals from client and non-client organizations in one’s chosen area, and accept speaking engagements to outside groups.
  • Demonstrate leadership qualities to members of the department and the firm.

Marketing/Business Development

  • Increase participation in client and non-client networking events.
  • Involvement in associations or activities related to one’s chosen niche or sector.
  • Acquire new engagements with existing clients and new clients, especially in one’s area of interest.
  • Successful execution of a Personal Marketing Plan, including a list of prospects and benchmarks for measuring success in marketing the firm’s services.

Required Education

Bachelor’s Degree in Accounting.


Certified Public Accountant required.

Skills and Experience

  • Minimum of five (5) years of progressive accounting experience leading to and/or including the duties and responsibilities specified.
  • Minimum of two (2) years of experience supervising others recommended.
  • Knowledge with 704b allocations to partners
  • Knowledge with code 736 transactions
  • Knowledge with 338h10
  • Proficiency in Microsoft Office and computerized general ledger packages.
  • Proficient in ProSystems Tax, Fixed Assets and Engagement.
  • Demonstrated knowledge of GAAP.
  • Proven ability to perform as a leader, ie. ability to motivate, mentor and develop staff and teams.
  • Possess excellent written and verbal communication skills.
  • Demonstrated proactive business development practices including participation in professional organizations and maintaining relationships with existing and prospective clients.
  • Demonstrated ability to effectively cross sell to existing clients.
  • Demonstrated outstanding interpersonal skills.
  • Demonstrated business planning skills in all areas.
  • Demonstrated efficiency in completing multiple projects within limited time budgets.
  • Demonstrated commitment to professional development and outstanding technical competencies.
  • Demonstrated commitment and loyalty to an organization or firm.