at Gilwee Group in Montpelier, Vermont, United States
Job Description
POSITION SUMMARY
The Tax Accountant plays a key role in supporting the firm’s tax preparation and accounting services. This position requires a strong attention to detail, familiarity with tax software and accounting platforms, and a commitment to timely, accurate client service. Responsibilities vary by season, with an emphasis on tax return preparation and workflow efficiency during peak periods.
KEY RESPONSIBILITIES
- Prepare individual, nonprofit, and fiduciary tax returns.
- Prepare tax extensions and projections to support accurate client payments and estimates.
- Use tools such as PDFlyer, Microsoft Office, and CCH Axcess for tax preparation and documentation.
- Manage and support the scanning and autoflow process using PaperCapture, Funnel, Sass, and Document systems.
- Communicate with clients by phone and email, ensuring timely and professional follow-up.
- Utilize QuickBooks Desktop and Online to generate reports and support basic accounting service requests.
- Provide general administrative support as needed.
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