Chatterton & Associates
Job description
Company Background:
We aim to be the best employer you have ever had; we consider it our goal to be the last employer you will ever have because you are delighted to stay for years until you want to retire. Chatterton has taken a wholistic approach to serving our clients with incredible financial planning for more than 25 years and our growth to a firm with over $1 Billion in assets under management shows the results. We incorporate a 3-in-1 strategy to ensure that clients are getting the best and most comprehensive service we can offer by having an in-house tax preparation team and partnering with an estate planning firm also in our main office (wealth, tax, estate).
Job Description:
● Tax preparer will be responsible for overseeing and preparing Tax Returns primarily for Individuals, but also for some small businesses (C-Corp, S-Corp, LLC), and additional less-common return types (Schedule E, Trusts, K-1s, Like-Kind Exchanges, etc.)
● The wealth and tax teams work closely together, so one or more financial planners will be your best friends in the tax projection and recommendation season.
What to Expect:
Tax Preparation Season (as is standard, during tax-season hours will be longer)
Slower months are May-August
Sept-Oct. Filing for clients with tax extensions
Oct. 15 th through end of year, tax projections for wealth management clients
Other Possible Duties:
Bookkeeper for business clients (QuickBooks Online)
Bookkeeping client support and advice
Bank and Credit Card Reconciliations
Monthly, Quarterly, and Annual returns and filings
Sales Tax & Payroll Tax Returns
Client 1099 Preparation
Qualifications:
● CPA with 5 years of tax preparation experience
● Experience with Trust, Estate, and Business Tax Returns
● Well-versed in Income Tax Laws and Opportunities
● Proactive with training and education (you always want to know more)
● A trustworthy and fun-loving personality
● An overwhelming desire to help people with their long term financial goals
● A willingness to work as a team as hard as you work for your clients
● The need to always do the right thing for the client
● Bonus points for an MBA or MS in Taxation
Pay and Benefits:
Pay will be very competitive; will have the ability to grow with the firm
This will be a full-time salary position with a base pay and bonus structure
All the normal benefits (401k plan, Medical, Dental, Vision, Life Insurance)
Paid Professional Dues
Paid Continuing Education and Designations
Company Paid Events (will you take the bowling trophy this year?)
Annual Spa Weekend family event
Job Requirements:
Other Possible Duties:
Bookkeeper for business clients (QuickBooks Online)
Bookkeeping client support and advice
Bank and Credit Card Reconciliations
Monthly, Quarterly, and Annual returns and filings
Sales Tax & Payroll Tax Returns
Client 1099 Preparation
Qualifications:
● CPA with 5 years of tax preparation experience
● Experience with Trust, Estate, and Business Tax Returns
● Well-versed in Income Tax Laws and Opportunities
● Proactive with training and education (you always want to know more)
● A trustworthy and fun-loving personality
● An overwhelming desire to help people with their long term financial goals
● A willingness to work as a team as hard as you work for your clients
● The need to always do the right thing for the client
● Bonus points for an MBA or MS in Taxation
Pay and Benefits:
Pay will be very competitive; will have the ability to grow with the firm
This will be a full-time salary position with a base pay and bonus structure
All the normal benefits (401k plan, Medical, Dental, Vision, Life Insurance)
Paid Professional Dues
Paid Continuing Education and Designations
Company Paid Events (will you take the bowling trophy this year?)
Annual Spa Weekend family event