Job Description

CSI Group is a fast growing, family owned, Wall, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is aggressively expanding and quickly gaining market share in New Jersey, and has become a household name in the state. The company is looking for career minded talent that is excited about participating and being a part of the rapid growth of the company. CSI Group is very eager to promote and hire from within the company, making it the perfect place for an individual who seeks a fast track to a highly successful career path.

 Position Overview: The Accountant - Business Services Specialist - Tax Preparation will play a critical role in managing and coordinating tax-related activities for our business clients. This position involves overseeing the preparation, processing, and filing of business taxes, ensuring compliance with all regulatory requirements, and serving as a trusted advisor to clients on tax matters. This includes accounting/bookkeeping work for our business clients.

 Key Responsibilities:


* Lead the tax processing function for business clients, ensuring accurate and timely preparation and filing of federal, state, and local taxes.
* Collaborate with clients to gather necessary tax information, including financial records, deductions, credits, and other relevant documents.
* Review and analyze financial statements to determine tax liabilities and opportunities for tax savings.
* Complete accounting/bookkeeping work in order to meet all deadlines and complete the business tax return.
* Ensure compliance with all tax regulations and deadlines, proactively managing the entire tax process from start to finish.
* Work closely with the accounting and finance teams to address any tax-related issues or discrepancies.
* Stay current on changes in tax laws, regulations, and best practices to provide clients with up-to-date and accurate advice.
* Provide clients with strategic guidance on tax planning and optimization to minimize liabilities and maximize benefits.
* Assist in the resolution of tax disputes or audits, liaising with tax authorities on behalf of clients when necessary.
* Continuously improve processes to enhance the efficiency of tax processing and client service.

  


Qualifications:


* Bachelor’s degree in Accounting, Finance, Business, or a related field.
* CPA or Enrolled Agent certification preferred but not required.
* Proven experience in tax preparation and processing for businesses.
* Strong knowledge of federal, state, and local tax regulations.
* Excellent analytical skills and attention to detail.
* Ability to manage multiple clients and deadlines in a fast-paced environment.
* Strong communication skills and ability to explain complex tax concepts to clients in a clear and concise manner.
* Proficiency in tax software, QuickBooks and Microsoft Office (Excel, Word, etc.).