Job Description
At Tax Forward, our greatest asset is our employees. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!
Compensation: Starting at $75,000, depending on experience.
Benefits: Health (Traditional and High Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave.
Work Hours: Monday through Friday 8-5pm. Longer hours will be required during the tax season.
Skills / Requirements / Qualifications:
- Produces financial statements for clients.
- Prepares quarterly and annual payroll tax forms.
- Prepares clients for tax season by compiling and entering their monthly and year-end financial information into the system.
- Prepares tax returns for individuals, farming clients, partnership, and corporate clients.
- Participates in civic, business, community, and philanthropic activities to promote the organization within the community.
Actively participates in necessary training sessions.
Complies with applicable banking and insurance laws and regulations.
Bachelor’s Degree in Accounting, Finance or related field and 5+ years tax experience in a public or business setting is required.
CPA designation is required.