Careers

Duties and Responsibilities

• Preparation and review of various federal and state income tax returns.

• Tax research projects.

• Preparation of quarterly federal and state estimated tax payments.

• Analysis of financial information such as balance sheets, fixed asset ledger, and income statements as part of the tax preparation process.

• Preparation of tax return work papers and supporting schedules in a manner consistent with professional standards.

• Keeping current on the latest tax developments, including regulations, case law and policies.

• Assist in financial planning and analysis.

• Development of quality client relationships.

   

Position Requirements/Qualifications

• Minimum Years of Experience: 3

• Minimum Degree Required: Bachelor’s degree in Accounting provided that all of the minimum requirements are met for CPA license (150 hours)   

• Certification Required: CPA or commitment to pass CPA exam

• Prior experience with a “Big 4” or regional public accounting firm is strongly preferred.

• Strong interest in investment advisory and general financial planning services.

• Ability to effectively present information and respond to questions from managers and clients.

• Knowledge of Microsoft Office Suite including Outlook, Word, Excel (intermediate to advanced level), QuickBooks and tax preparation software.  Proficiency in CCH ProSystem Tax, CCH and BNA tax research software a plus.

• Candidate should be highly driven and motivated with an ability to manage multiple engagements.

   

Salary and Benefits

Competitive salary and a comprehensive benefits package offered, commensurate with experience.

• Benefits include Medical, Dental, Vision, Flexible Spending Account, 401(k), LTD, Life Insurance and Employee Discount Programs.

• 15 PTO (personal time off) days per year; 8 firm paid holidays.

Roman & Company, LLC is an Equal Opportunity Employer