Not your average accountant Burgmaier & Associates, Inc. is growing, and we need some more awesome people to join us. One position we are looking for is another Tax Preparer. It is an tax position so that does come with all the fun “stuff” like preparing tax returns for businesses and individuals. Unfortunately, we can’t really get way from all that. But it is so much more. Don't apply for this job if you’re looking for a position where you do the same thing over and over again, if you don't like cleaning up messes, if you don't like learning new technology or if you think "we have always done it this way so it's fine." We need someone who can keep up with the team’s energy, excitement and enthusiasm for accounting, technology, and process improvement. Now there are some minimum requirements to this position which are non-negotiable. You must demonstrate a strong understanding of tax and tax software. PERIOD. You must be more than comfortable calling (not emailing) clients. Sometimes you will literally be building things from scratch...so just looking at year's tax return may not fly in this position. We can be flexible on schedule. We are cool if you want to be virtual sometimes (but we tend to like seeing your smiling face in the office). So, who's in? Oh yeah....and if you happen to be an accountant that DOES enjoy the routine of monthly work....we have that too and would love to have more awesome people work for us!

Tax and Accounting Administrator

Job Description

Tax Department

This position is responsible for providing a broad spectrum of support to the Tax Manager and Tax department in a fast paced, challenging and rewarding environment. Requirements include extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects. Successful applicants will thrive in a collaborative work environment, will be comfortable in both early stage, scaling and established companies, and will possess the Tax expertise to add value to clients by improving processes and procedures.

Essential Job Functions

• Provide administrative support to the Tax Manager and tax department in a manner that optimizes efficiency, resources, and client satisfaction
• Process, assemble, and e-file tax returns, extensions and estimates
• Prepare tax organizers and engagement letters in accordance with firm's policies and procedures
• Prepare correspondence, proofread and format documents using Microsoft Word
• Handle in-coming tax support documents, tax status interface with clients and staff
• Review and organize tax support documents
• Assist in development of training materials and department communications
• Maintaining client spreadsheet for each Form 1040, project trackers (Monday.com), etc. to be current and accurate
• Weekly reporting on document status and e-file status
• Coordinates with Tax Supervisor to ensure completeness, accuracy, and timeliness of workflows
• Work collaboratively to provide overflow and backup support for other team members
• Champion process improvement efforts
• Be a positive influence for the administrative team and the tax department
• Perform other duties as assigned by the Tax Manager
• Superior organizational and follow-through skills with strong attention given to details and deadlines
• Flexibility to change direction frequently between tasks and between different clients
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously
• Ability to operate with a sense of urgency
• Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees
• Open to constructive feedback and on-going self-improvement
• Flexibility to work additional hours during peak periods of the year
• Basic tax preparation input

Accounting Department

Essential Job Functions

• Accounting projects as time allows

Qualifications

• 3+ years of experience in tax support work, office practices and administrative procedures
• Tech savvy with the ability and desire to embrace necessary software applications
• Strong written and verbal communication skills
• Intermediate to advanced proficiency with all Microsoft applications

About us

Burgmaier & Associates, Inc. specializes in accounting for small businesses and health care practices. Our accounting specialists take the time to help business owners understand even the most complicated tax regulations and accounting processes. We offer all the traditional CPA and consultation services to individuals and small business owners.

Physical Demands

While performing the duties of this job, the employee is frequently required to sit, stand, walk; use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is occasionally required to stoop, kneel, crouch or crawl; lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.