Staff Accountant – Tax Team

Job Description

Staff Accountant – Tax Services | Batts Morrison Wales & Lee, P.A.

The Tone:
This is a full-time Staff Accountant role at Batts Morrison Wales & Lee, P.A., with office locations in Dallas, FL and Orlando, FL. The firm is expanding its Tax Team dedicated to serving the nonprofit sector. This role is crucial in assisting religious, charitable, educational, and associational organizations with their tax compliance, planning, research, and strategic tax needs. This position offers a significant opportunity for growth and learning for someone passionate about contributing to organizations that improve lives and strengthen communities.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Dallas, FL or Orlando, FL

• Team: Tax Team
• Mission: This person helps nonprofit organizations navigate complex tax compliance, planning, and research to support their missions.

What You’ll Actually Do
• Client Communication: Communicate directly with clients to gather necessary information, answer questions, and deliver exceptional service.
• Tax Preparation: Prepare tax-related information, workpapers, and federal and state tax and information returns for nonprofit organizations.
• Research and Analysis: Research and analyze technical tax issues that affect exempt organizations and their various activities.
• Written Communication: Draft correspondence, memoranda, and other written communications addressing tax matters and compliance requirements.
• Project Assistance: Assist with tax planning and consulting projects specifically for nonprofit clients.

The Must-Haves
• Background: Entry-Level professional beginning an accounting career, demonstrating strong aptitude and interest in tax services.
• Experience: No specific years required; relevant tax experience is beneficial but not mandatory. The role is designed primarily for recent graduates and early-career professionals.
• Skills: Strong aptitude in tax and information return preparation, tax research and analysis, critical thinking and problem-solving, written and verbal communication, and client service and relationship-building.
• Bonus: A genuine interest in serving the nonprofit sector, particularly faith-based organizations, and finding purpose in supporting their missions through professional service.