Tax Accountant

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.

Certifications

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.

AA/EOE