Tax Accountant II, Personal Tax Solutions

Job Description:

Personal Tax Accountant II, Personal Tax Solutions (PTS)

Overall Description

• Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services.
• Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships.
• Prepare the more complex federal and state tax returns.
• Review the more basic federal and state tax returns.
• Reports to Personal Tax Manager.

Client Service/Fulfillment

• Prepare the more complex federal and state tax returns. 
• Review the more basic federal and state tax returns.
• Deliver superior service and a consistent customer experience. 
• Provide assistance to team in area of problem resolution. 
• Provide product knowledge and expertise to address client needs.  Conduct tax research to resolve complex tax problems.  Advise clients on tax treatment of transactions and technical tax matters. 
• Respond effectively and timely to client inquiries.
• May own some of the more basic client relationships for PTS.

Qualifications

• Minimum 4 years experience in an individual tax services environment.  Accounting, finance or law degree, or CPA or CFP designation is a plus.  
• Demonstrated oral, written, and presentation communications skills.
• Strong working knowledge of individual tax return preparation and processing in a high volume environment.
• Able to work in a multi-task environment, managing multiple priorities while delivering results
• Computer literate.

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