Position Summary

An Accountant in the Tax Department prepares tax returns, related schedules and related reports.  They will prepare complex individual returns and a range of corporate returns.


  • Tax Document Preparation
  • Prepares federal and state individual returns in which there are itemized deductions (Individual Level 2)
  • Prepares federal and state business returns and related schedules.
  • Prepares property tax returns, 1099s, extensions and quarterly tax estimates

Company Support

  • Participates in company meetings
  • Participates in the company’s LinkedIn presence
  • Contributes ideas and feedback regarding company marketing efforts
  • Participates in marketing/sales activities as requested

Professional Development

  • Participates in internal and external training and informal learning activities in order to maintain up-to-date accounting knowledge


Behavioral Competencies

  • Demonstration of strong customer service both internally and externally.
  • Demonstration of utmost professionalism in appearance, communication and manner both internally and externally.
  • Demonstration of ethical, honest behavior at all times.
  • Demonstration of capacity to work independently with limited guidance from customers or colleagues.
  • Demonstration of commitment to continuous improvement internally and externally.
  • Demonstration of work/life balance and positive stress management.


Working conditions

  • Work at the Simons Bitzer office and customer sites
  • Must work during standard office hours
  • Additional evening/weekend hours necessary January-April
  • Extensive computer work



  • Education: Bachelor’s degree in accounting preferred
  • Experience: At least 1-3 years as an accountant; public accounting experience desired
  • Technical competencies: Microsoft Office, UltraTax (preferred)

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