Tax Analyst

General Information

Job Title: Tax Analyst

Employee Type: Full-Time Salaried

Job Category: Tax

Manage Others: No

Contact Information: Fleming Advisors Recruiting Team

Email: recruiting@fleming-advisors.com

Description: You’re ready to take on new responsibilities and put your career in public accounting on the fast track. At Fleming Advisors, you determine where your talents will take you. Choose your path, and we’ll help you get there.

 

WHO WE ARE AND WHAT WE DO 

Fleming Advisors has provided innovative yet practical solutions for small to medium-sized companies since 2009.  From our beginning, we have expanded and adapted to offer clients a full array of high-quality services.  At Fleming Advisors, we believe our role as trusted advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals.  Bringing value to our clients is what we do best and seeing them succeed is our ultimate mission. 

  

Position Overview: 

The Fleming Advisors Tax Analyst is involved in all aspects of tax preparation, compliance and research.

 

Responsibilities: 

  • Tax return preparation and filing, including gathering all necessary client documentation, preparing the correct return documents, and preparing federal, state and local returns on behalf of clients by the given deadlines. 

  • Advise clients on tax matters, including advice regarding applicable tax deductions and credits in order to minimize overall tax liabilities. 

  • Effectively follows instruction and meets time budgets and deadlines for assigned projects. 

  • Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner. 

  • Execute tax planning appointments with clients.

  • Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement. 

  • Continually study updates to tax law, including federal, state and local statutes that impact clients tax filings, deductions and documentation. 

  • Communicate effectively with your team striving for open and honest dialogue in all interactions. 

 

Qualifications: 

  • A bachelor’s degree in accounting or other four year degree with equivalent accounting experience.

  • 1-5 years tax experience in public accounting

  • Excellent interpersonal skills

  • Strong written and verbal communication skills 

  • Strong analytical, teamwork and organizational skills

  • Integrity, maturity, dependability, a positive attitude and a strong work ethic

  • PC proficiency, including spreadsheet, word processing and presentation software applications 

  • Analytical skills with high detail orientation 

  • Research and understand professional frameworks, standards and guidance 

  • Knowledge of technology and tools best practices including tax software 

  • Quality control 

  • Risk assessment, analysis and management 

  • Measurement analysis and interpretation 

 

EXPLORE THE WORKPLACE OF THE FUTURE  

Fleming Advisors is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients. 

 

Fleming Advisors Differentiators: 

  • Growth Potential 

  • Close-Knit Collaborative Team  

  • Comprehensive Benefits Package 

  • Open Door Leadership Style 

 

BENEFITS THAT GO BEYOND 

We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career.  Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.  In addition, our total package includes medical, dental and vision coverage, matching Simple IRA plans, unlimited PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being. 

 

All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.