Adams Brown Company Inc
High Net Worth - Senior Staff - Tax
Adams Brown Company Inc, Little Rock, Arkansas, United States, 72208
Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business, local government and high net worth families. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals.
Office locations include:
Kansas: Wichita, Overland Park, Manhattan, Hutchinson, McPherson, Hays, Great Bend, Colby, Larned
Arkansas: Little Rock, Jonesboro
Position Summary
The individual in this position is primarily responsible for preparation and review of income tax returns (1040,1041, 1065 and 1120S) with an introduction to transfer tax returns (706 and 709). Additionally, a successful candidate should be interested in developing into a multi-disciplinary professional who is passionate about learning all aspects of wealth management. This individual will join a dynamic team that thrives to provide the highest quality of holistic wealth services to our clients. May lead and direct the work of others. Relies on experience and judgment to accomplish goals. A certain degree of creativity and latitude is expected.
This individual will work on the High Net Worth focus area team.
FLSA Status:
Exempt
Requirements
Required Experience and Education
Master's degree in Accounting or Finance, or bachelor's degree with the 150-hour requirement to sit for the CPA exam. Licensed CPA or actively working toward CPA certification. 3-5 years in relevant position or equivalent combination of education and experience.
Major Duties and Responsibilities
Advise clients on tax services, compliance, retirement planning and wealth transferPrepares tax returns and conducts tax research to develop strategies and planning opportunities for clientsReviewing mid-level complexity individual, trust, partnership and corporate tax returnsTax planning and client consultingMaintains accurate time and expense records to ensure proper billing of clientsComplies with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firmEnhances the firm image by demonstrating "executive presence". This means instilling confidence in those you meet by manner, spoken and written word and professional appearanceWorks closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business developmentMaintains strong client service relationships and cross-sell services as appropriateDemonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and proceduresDemonstrates technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skillsIncreasingly builds knowledge base on the firm's industry lines and service offeringsPromotes the ideas, values, mission, and vision of the firm and supports the one-firm conceptProactively seeks knowledge, new tasks, and responsibilitiesPerforms other duties as assignedDesired Skills, Abilities and Characteristics
Individual, partnership, S corporation and trust return experience familiarity with or experience with gift and estate a plusAbility to maintain confidentiality of firm and client informationEffectively communicate through oral and written meansClient service orientedCommitment to the profession and the firmAptitude to learn and effectively use multiple software applicationsAbility to apply principles of accounting to analyze and prepare financial informationExcellent organizational skillsAbility to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clientsAbility to work well with others
Working Conditions
Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Click here to learn more about our benefits.
AdamsBrown is an Equal Opportunity Employer.
Office locations include:
Kansas: Wichita, Overland Park, Manhattan, Hutchinson, McPherson, Hays, Great Bend, Colby, Larned
Arkansas: Little Rock, Jonesboro
Position Summary
The individual in this position is primarily responsible for preparation and review of income tax returns (1040,1041, 1065 and 1120S) with an introduction to transfer tax returns (706 and 709). Additionally, a successful candidate should be interested in developing into a multi-disciplinary professional who is passionate about learning all aspects of wealth management. This individual will join a dynamic team that thrives to provide the highest quality of holistic wealth services to our clients. May lead and direct the work of others. Relies on experience and judgment to accomplish goals. A certain degree of creativity and latitude is expected.
This individual will work on the High Net Worth focus area team.
FLSA Status:
Exempt
Requirements
Required Experience and Education
Master's degree in Accounting or Finance, or bachelor's degree with the 150-hour requirement to sit for the CPA exam. Licensed CPA or actively working toward CPA certification. 3-5 years in relevant position or equivalent combination of education and experience.
Major Duties and Responsibilities
Advise clients on tax services, compliance, retirement planning and wealth transferPrepares tax returns and conducts tax research to develop strategies and planning opportunities for clientsReviewing mid-level complexity individual, trust, partnership and corporate tax returnsTax planning and client consultingMaintains accurate time and expense records to ensure proper billing of clientsComplies with relevant continuing professional education requirements of the AICPA, State Board of Accountancy, and the firmEnhances the firm image by demonstrating "executive presence". This means instilling confidence in those you meet by manner, spoken and written word and professional appearanceWorks closely with principals, managers, and staff to integrate practice development skills into a team approach to client service and new business developmentMaintains strong client service relationships and cross-sell services as appropriateDemonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and proceduresDemonstrates technical knowledge effectively through written and verbal communication; seeks to continuously develop communication skillsIncreasingly builds knowledge base on the firm's industry lines and service offeringsPromotes the ideas, values, mission, and vision of the firm and supports the one-firm conceptProactively seeks knowledge, new tasks, and responsibilitiesPerforms other duties as assignedDesired Skills, Abilities and Characteristics
Individual, partnership, S corporation and trust return experience familiarity with or experience with gift and estate a plusAbility to maintain confidentiality of firm and client informationEffectively communicate through oral and written meansClient service orientedCommitment to the profession and the firmAptitude to learn and effectively use multiple software applicationsAbility to apply principles of accounting to analyze and prepare financial informationExcellent organizational skillsAbility to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clientsAbility to work well with others
Working Conditions
Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. - 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Click here to learn more about our benefits.
AdamsBrown is an Equal Opportunity Employer.