Sr. Staff Accountant (Tax)

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Ground Control Business Management, a subsidiary of NFP, is seeking a Sr. Staff Accountant (Tax).

A Senior Staff Accountant (Tax), or Tax CPA, is a finance professional responsible for helping individuals and organizations file their taxes appropriately while following legal guidelines and obtaining the maximum possible tax return. Their duties include collecting tax forms and tracking client paperwork, identifying potential tax credits and producing tax reports. As well, the Senior Tax Accountant plays a managerial role where he/she oversees the activities of staff tax accountants. In this position, he/she supervises the preparation of tax returns, reviews, compilations and reviews tax and other tasks performed by staff to ensure correctness and completeness.

Essential Duties and Responsibilities:

· Advanced knowledge and experience in tax

· Basic research ability

· Prepare complex returns (multi-state, elections, etc.)

· Able to recognize complex tax matters & issues

· Involved in special projects (IRS exams, correspondence with government agencies, etc.)

· Comfortable taking a lead role in addressing various accounting and tax related tasks and proposing resolutions to issues

· Prepare and complete various cash management and investment reports with a greater degree of independence

· Prepare tax provisions schedules, returns, payments, reports and maintain a company’s tax database

· Find tax solutions to complicated tax issues or errors from incorrect tax filings

· Identify legal tax savings and recommend ways to improve profits

· Make sure that clients comply with federal, state and local tax regulations

· Advise management about the impact of tax liabilities and corporate strategies or new tax laws

· Coordinate workflow with managers and other tax staff

· Accurately prepare quarterly and annual tax reports

· Prepare and or analyze financial statements

· Keep up-to-date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications,

Knowledge, Skills, and/or Abilities:

· Advanced technical ability; resolves complex accounting and tax issues, including more advanced research

· Exhibits leadership ability and able to take lead on projects

· Timely reviews the work of seniors and staff accountants

· Ability to manage the workflow of the staff and takes responsibility in resolving conflicting priorities

· Able to use experience to help develop and streamline departmental procedures and workflow as well as measure results

· Continuously strives to improve profitability and guides others toward improvement in this area

· Involved in special projects/client presentations (Can facilitate and run client meetings in absence of a manager/partner)

· Assists with daily administrative and operational procedures, as identified

· Ability to review compiled financial statements and propose meaningful adjustments

· Ability to work with the Client Service team on clients’ day-to-day needs (refinance applications, etc.)

· Prepare and supervise various cash management/investment reports

· Makes effective use of time and encourages this with co-workers

· Understands and enforces concepts of firm profitability and target hours for tasks

· Working toward passing the California CPA exam

· Experience working in a team environment

Education and/or Experience:

· 3-5 years of CPA Firm experience

· Strong Tax and/or accounting knowledge

· Bachelor’s degree

Certificates, Licenses, Registration:

· N/A

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to sta