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Staff Accountant-CPA

Forrester | Morgan, PC Richardson, TX
  • Posted: over a month ago
  • Full-Time
  • Benefits: Life Insurance, 401k

Are you looking for an opportunity to grow in your role as a CPA and a Trusted Advisor? Do you want to work for firm that appreciates your skills and the hard work you do? Do you enjoy using tax strategies to solve a client’s needs? Tired of doing the same data entry day after day? If you answered YES!!, then you are in luck! Forrester | Morgan is seeking a talented and driven person just like you to join our family. We are a small but rapidly growing firm. We focus on building relationships with our clients and helping them achieve their goals on both a business and personal level. We are a full-service accounting firm catering to small businesses, medical/dental offices, and clients aspiring to achieve high net worth. The firm has an immediate career opportunity for an experienced Tax Associate, whose values and goals cannot be realized in a large CPA firm or corporate environment.

Key Features:

  • Opportunity to work with multiple industries and key leaders in their respective fields
  • Attractive compensation package including benefits 401(k), paid time off, and CPE/license expenses
  • A business casual environment
  • A great location in Richardson next to University of Texas-Dallas

Responsibilities:

  • Preparing individual, partnership, corporate, trust and estate tax returns
  • Review adjustments and reconciliations to client provided general ledger for use in the tax return preparation process.
  • Some preparation of write-up and payroll tax reports/filings.
  • Prepare amended returns of various complexities
  • Assisting with tax planning and tax strategy development and implementation
  • Providing support related to entity formation and taxation
  • Respond to tax notices; preparation of correspondence.
  • Performing tax research to resolve client questions, suggest and evaluate potential tax strategies as well as determine compliance accuracy
  • Monthly/Quarterly preparation of financial statements for a number of small business clients

Minimum REQUIRED Qualifications:

  • Bachelors degree in Accounting or related field with an emphasis in accounting courses
  • CPA with 2 to 3 years of federal (individual and business) tax preparation experience in a public accounting firm
  • Desire to stay and grow with a reputable firm for the long term
  • Must have extensive general ledger analysis expertise that exceeds accounts receivable and accounts payable
  • Exceptional analytical skills complemented by the flexibility to both critically examine details as well as consider the bigger picture
  • Proven leadership skills and initiative to begin and complete projects with minimal direction or information
  • Ability to articulate and communicate fluently in English, in both written form and verbal
  • Skillful at managing a variety of assignments simultaneously while tracking and completing necessary follow-up
  • Competent user of Microsoft Office suite, Quick Books, and Lacerte Tax software, a plus

Compensation:

  • Pay commensurate with experience.

* This position is full time (minimum 36-40 hours per week) with occasional seasonal overtime required.*

*NO RECRUITERS/AGENCIES PLEASE*

*Sponsorship for candidates who are not eligible to work in the US is not offered for this position*

Forrester | Morgan, PC

Why Work Here?

Flexible Hours

Address

1050 W. Campbell Rd., Ste E100, Richardson, TX 75080
Richardson, TX
USA

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