Job Description
About the Firm Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide our clients with reliable and accurate tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning. Boasting client relationships spanning decades, B&A’s personalized attention, and our extraordinary knowledge of the most up-to-date financial requirements and tax provisions, puts us in a position to serve as true partners with our clients, working with them to enhance and profitably grow their business. Working at B&A will allow you to utilize your knowledge and experience to advance your career. Please visit our website to learn more about the firm, our services, and our capabilities.
We are seeking someone who wants to lead and mentor our staff in expanding their knowledge to excel in services to our clients. You will work directly with our clients, partners, and staff who also want to work with you.
Overview: We are seeking a detail-oriented, experienced Tax Reviewer to join our team on a part-time, seasonal basis. This role focuses on reviewing individual, business, and trust tax returns prepared by interns, junior and senior tax accountants. Our firm is well-staffed with tax preparers, so we are specifically looking for an expert in reviewing NJ/PA returns to ensure compliance and accuracy. Proficiency in UltraTax software is preferred.
Responsibilities: - Thoroughly review individual, business, and trust tax returns prepared by interns, junior and senior tax staff to ensure accuracy and compliance with federal and state regulations.
- Identify and address any discrepancies, errors, or omissions, providing timely feedback to preparers to improve accuracy, efficiency, and timeliness.
- Collaborate closely with Partners, Managers, and Supervisors to address complex tax issues and ensure a high level of accuracy in final filings.
- Reach out to clients as needed to request missing documentation or clarify information provided.
- Stay updated on current tax laws, including federal and state tax regulations, to provide guidance and identify potential tax savings opportunities for clients.
Qualifications: - Minimum of 5 years of experience in tax preparation and review, with a strong background in reviewing returns.
- Proficiency in UltraTax software is preferred but not required.
- CPA or EA designation preferred but not required, depending on experience.
- Strong analytical skills and attention to detail, with the ability to work in a fast-paced, deadline-driven environment.
- Excellent written and verbal communication skills for providing feedback to preparers and collaborating with team members.
Position Details: - Type: Part-Time, Seasonal (January-April 2025 Tax Season)
- Hours: Flexible, with the ability to work more hours during peak filing periods as needed.
- Location: 100% on-site preferred. We can arrange a hybrid schedule based on circumstances.
Job Tags
Part time, Seasonal work, Flexible hours,