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Mowat Mackie & Anderson LLP

Staff Tax Accountant

Posted 2 Days Ago
Be an Early Applicant
Hybrid
Oakland, CA, USA
Mid level
Hybrid
Oakland, CA, USA
Mid level
Prepares increasingly complex tax returns, conducts tax research and planning under supervision, contacts clients, manages expectations, reviews work, and maintains compliance with firm procedures. The role requires knowledge of tax laws, IRC regulations, CCH products, ProSystem fx Tax, Engagement, and QuickBooks, along with strong organizational, problem-solving, client-service, and deadline-management skills.
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Mowat Mackie & Anderson LLP ("MMA") is looking to add an experienced Staff Accountant to it's team. The Staff Accountant is responsible for performing tax preparation, tax research and
planning with supervision. The position contacts clients to request data and resolve minor tax matters. The role performs tax planning under direct supervision.

Meet Mowat Mackie & Anderson LLP

MMA is a dynamic and responsive, high-value CPA firm that serves closely held businesses, high net worth clients, trusts and estates, and other clients throughout California and globally.
We hire engaged employees and support our team with blended workforce schedule, a robust benefits package as well as provide numerous perks including team activities, training, education stipends, and
support for community involvement. Additional benefits include targeted industry compensation, 401(k) and profit-sharing, medical/dental/vision, life insurance, short-term and long-term
disability insurance.

This is an ideal position for a smart, motivated person who is passionate about delivering strategic value in a fast-paced, collaborative environment. A focused ability to take charge and
meet tight deadlines will ensure your success in this multi-faceted role.

Your responsibilities will include:

  • Demonstrate a thorough understanding of the tax return process and completion.
  • Prepare increasingly complex tax returns.
  • Demonstrate a well rounded knowledge of tax laws and return preparation commensurate with role.
  • Proficient at research including reference sources available to the firm.
  • Continue developing a command of pertinent IRC sections and regulations.
  • Initiate client contact for planning and scheduling work.
  • Demonstrate ability to set and manage client expectations.
  • Demonstrate self review skills.
  • Develop a sense of scope and exercise good judgment.
  • Identify opportunities for improved performance in the next engagement.
  • Strive to provide a work product that is organized, in compliance with work flow standards, and
    can be efficiently reviewed by managers and supervisors.
  • Demonstrate solid working knowledge of ProSystem fx Tax, tax planning software and
    Engagement.
  • Develop basic working knowledge of QuickBooks.
  • Establish a habit of accuracy and promptness in preparing administrative reports and of
    compliance with the Firm's administrative procedures, i.e. time sheets, expense reports,
    department meetings.
  • Updates job knowledge by participating in educational opportunities; reading professional
    publications and new regulations.
  • Become more involved in marketing efforts for the firm.
  • Meet chargeable hour goal as determined by partners (currently 1,650 for full-time staff).

Desired Skills and Experience:

  • BA in Accounting or equivalent work experience.
  • Three or more years of tax experience with at least one year of mid-level compliance work.
  • Knowledge of tax accounting, tax compliance and all types of tax returns.
  • Compassionate and supportive interpersonal skills.
  • Strong project and client specific skills to assess problems or unusual situations and quickly
    create efficient solutions.
  • Demonstrates a working knowledge of CCH Products (CCH Axcess, Engagement, XCM, Client
    Portal, etc.).

Additional Knowledge and Skills:

  • Able to prioritize, multi-task, work under pressure and handle interruptions while
    maintaining flexibility in work assignments.
  • Ability to perform all the duties of the position efficiently and effectively by oneself.
  • Good at meeting deadlines and solving problems.
  • Comfortable receiving feedback.
  • Ability to be flexible in response to changing priorities and needs.
  • You are highly collaborative and team oriented.
  • Ability to work under pressure in a deadline-oriented business.
  • You work well with little direction but know when to ask for help and keep your team
    informed.

Meet Mowat Mackie & Anderson LLP

Responsive, creative, high-value CPA services for closely held businesses, high net worth
clients, trusts and estates.

  • Do you fit this description?
  • Experienced and highly motivated
  • Intellectually curious
  • Looking for a collaborative and stimulating environment
  • Prefers a workplace that provides an open and collaborative work environment and
    rewards thoughtful forward thinking solutions
  • Goes beyond ordinary compliance to provide outstanding advisory service to clients

If so, you’d fit right in at MMA – and we’d like to speak with you!

We take great pride in delivering the highest-quality service and are listed as one of the Top
East Bay Area accounting firms.

HQ

Mowat Mackie & Anderson LLP Oakland, California, USA Office

Oakland, CA, United States

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