Tax Manager/CPA - Bell & Company, P.A.

• Performs 401k audits
• Assist with IRS and state income tax audits
• Prepare financial statement audits
• Perform audit and tax research

• A primary point of contact for clients to whom A&A services are provided
• Resolves technical issues
• Prepare financial compilations
• Develops procedures
• Bid on prospective A&A jobs
• Trains other Accountants

• Maintains accurate time records and descriptions of work performed for client billing
• Review billing worksheets for accuracy.  Determine amounts to be billed, written off and WIP

• Review monthly, quarterly, and annual bookkeeping files.
• May perform limited bookkeeping duties for specific clients.

• Establish a rapport and good communication with clients
• Contact the client for clarity regarding source documents, income, expenses and other pertinent information. Come to a conclusion based on inquiry and take a course of action.
• Meet with clients in person at Bell & Co. offices or may travel to client office to review finished work products, conduct audits and other related services.
• Evaluate client needs and identify opportunities for added services.
• Establish and maintain an effective working relationship with the client and/or client representative(s). 
• Assist Shareholders in the advisement of the client in all areas of provided service.
• Contact clients regarding past due balances; send late notices in a timely manner.
• Receive phone calls and answer any questions a client may have; assist clients with internal accounting software.

• Read and respond timely to both internal and client emails.
• Update Shareholders and related coworkers on client account status, services being provided and current or potential issues for resolution.
• Attend company meetings, workgroup meetings, training sessions and other pertinent events.

• Act as a first or second reviewer on tax returns prepared by other Accountants.
• Act as a first or second reviewer in Financial Statement audits, reviews compilations and individual and business tax projections. 
• Assist with Peer Review.
• 1st reviewer on bookkeeping, projections & A&A. If the incumbent is a secondary biller be the 1st reviewer for tax returns.

• Review monthly, quarterly and annual bookkeeping files.
• Prepare more complicated and difficult tax returns: 990, 1040, 1041, 1065, 1120, 1120S, 706, 709 and 5500.
• Amend tax returns from prior years.
• Prepare tax projections
• Prepare and review business value calculations 
• Research IRS rules and other governances to ensure compliance
• Work with 3rd parties such as banks, investment advisors and county tax collectors to obtain information for tax returns and other projects.
• Prepare lead sheets summarizing tax data on forms of income/deductions – interest, dividends and donations.
• Deliver drafts of returns; answer questions and obtain authorization to file the return.

• Train and/or assist with the training of new employees and be of assistance to team members.
• Participate in tax updates and other related training classes, workshops and seminars.
• CPAs must participate in continuing education to maintain CPA designation.

• Supervise, assign, initiate, instruct and delegate all types of tax and attest work prepared by Supervisor level and down.
• Seek out and make familiar applicable deadlines specific to clients to ensure timely completion of related forms, returns, payroll processing, etc.
• Maintain contractor license and engagement logs.
• Assist attorneys with reports, exhibits and provide consultation on legal cases.
• Attend and participate in meetings and events that provide opportunities to gain new clients.
• Analyze potential and new client data to determine appropriate service offerings.
• Provide mentorship, motivation, leadership and/or supervision to other accountants and bookkeepers.
• Pursue leadership roles in the community through social and civic activities.
• Maintain relationships with a network of peers.
• Perform various tasks and other duties as assigned by management.
• Be at work as required and on time. 

• CPA in good standing.
• Bachelor’s degree in Accounting.
• A minimum of 7 years of practical experience is required.
• Ability to analyze financial data and draw appropriate conclusions.
• Excellent computer skills.
• Excellent verbal and written communication, and listening skills.
• Excellent time management and organizational skills.
• Excellent problem-solving, critical thinking and analytical skills.
• Ability to delegate and supervise accountants in the performance of their duties. 

• Knowledge of general financial accounting and cost accounting.
• Understanding of and the ability to apply generally accepted accounting principles.
• Ability to correctly prepare tax reports.
• Ability to convey knowledge to other accountants to increase their understanding and knowledge base.
• Understanding of a broad range of accounting issues including those involving higher levels of judgement such as: priority for income taxes, revenue recognition, subsequent events, contingencies and industry-specific procedures.
• Proficient with Microsoft Office Suite or similar software, and accounting software, Quickbooks and Ultratax preferred.

Congratulations on taking the next step in your career by finding Bell & Company, P.A. We are a regional CPA firm established in 1981 and located in central Arkansas. We are serious about the services we provide to our clients but manage to make that happen in a more casual atmosphere. Our employees are key to our success because their experience, education, integrity, hard work, and dedication to our clients and company propel us forward as a results-driven and trusted service provider. We seek people who not only possess technical skills and experience but who also are friendly, work well in a team environment, are approachable, can communicate well with team members, management, and most importantly, our clients. You’ve made the right choice in considering Bell & Company. Come grow with us!