Tax Preparation and Resolution experience (as lead), strong ability to identify planning opportunities from a tax perspective.
Understanding of GAAP and business accounting, including shareholder equity and basis.
- CPA or Enrolled Agent designation.
- Able to maintain reconciled books and keep clients on track for accurate business cashflow planning.
- Willingness to learn new skills and interact with planning projects.
- Comfortable with technology (Ideally ProConnect Tax Online, Quickbooks Online, Salesforce CRM and others)