Percipio Business Advisors · 4 hours ago
Consulting Senior - Tax
Omaha, NE
Full-time
Onsite
Mid, Senior Level
$80K/yr - $100K/yr
2+ years expPercipio Business Advisors is seeking a Consulting Senior to join their Tax Planning & Preparation Engagement Team. This role involves supervising consulting associates, preparing and reviewing various tax returns, and gaining hands-on experience in Comprehensive Accounting Solutions.
AccountingAdviceConsultingFinancial ServicesTax Consulting
Responsibilities
Preparation and/or review of business, individual, trust, and/or non-profit tax returns
Research of tax regulations and tax planning projects
Knowledge of accrual basis and cash basis methods of accounting
Responsible for multiple clients simultaneously
Maintain workload and deliverables in a timely manner
Track time spent on client work
Other duties as assigned
Act as lead on recurring monthly close for multiple clients simultaneously
Reconcile bank and credit card activity
Post financial transactions using accounting software(s) and 3rd party platforms
Reconcile general ledger accounts and record journal entries as needed
Prepare supporting documents that reconcile to the financial statements
Comfortable with bookkeeping spreadsheets and accounting platforms
Preparation of sales and use tax returns, property tax returns, payroll tax returns, and Form 1096s/1099s
Responsible for multiple clients simultaneously
Maintain workload and deliverables in a timely manner
Track time spent on client work
Other duties as assigned
Qualification
Required
2+ years of experience in preparation and/or review of business, individual, trust, and/or non-profit tax returns
Bachelor's or Master's Degree in Accounting
This is an in-person opportunity
Strong analytical, technical, and research skills
Strong organizational skills and attention to detail
Ability to balance multiple priorities and complete assignments within time constraints and deadlines
Knowledge of PC based Microsoft Office, Excel, Word, Adobe, and PowerPoint
Willing to work in the office and at various local client offices as needed
Ability to quickly adapt to changing client and business dynamics
Benefits
Medical
Dental
Vision
Short-term disability
Long-term disability
Life insurance
Health Savings Account (HSA)
401(k) plan and receive Company matching contributions
Cell Phone and Health & Wellness reimbursements
Flexible Paid Time Off Program (“Flex PTO”)
Education reimbursement programs
Continuing professional education (CPE)
Time off and pay granted for CPA exams
Paid memberships for accounting societies and/or selected professional organizations
Company
Percipio Business Advisors
Percipio Business Advisors offers accounting, tax, and financial consulting, specializing in real estate and privately held businesses.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Nick Burianek
Vice President
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