People:

• Create a positive team experience.

Client:

• Responds to client inquiries and requests from tax authorities.

• Travels to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in the audit refund process.

Value:

• Reviews documentation and researches issues.

• Works with raw data to complete calculations.

• Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies.

Education and Experience:

• Bachelor’s degree in Accounting, Finance, Business Analytics, Business Computer Information Systems, Economics, Statistics, or other degree w/ Masters in Business Discipline or JD.

• A minimum of 9 credit hours in Accounting or the ability to substitute technical courses for accounting hours, with a 3.0 GPA or higher, and a Major GPA of 3.25 or higher.  

• Relevant work experience preferred (e.g. internships, summer positions, school jobs).

Computer Skills:

To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.

Certificates and Licenses:

Valid driver’s license required.

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Work Environment:

• Standard indoor working environment.

• Occasional long periods of sitting while working at computer.

• Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone.

• Position requires regular interaction with clients and interface with external vendors in person and via e-mail and telephone. 

• Independent travel requirement: Up to 10-20%.  

Equal Opportunity Employer: disability/veteran