Cannabis Staff / Tax Preparer

Individuals at this level normally have a college degree with a major in accounting and the requisite hours to be CPA eligible, and generally have from zero to four years of experience. Cannabis Staff / Tax Preparers are expected to:

• Become familiar with the firm’s policies and procedures
• Understand professional standards and applicable legal and regulatory requirements
• Progress professionally by working toward passing the CPA exam in an expeditious, planned manner
• If assigned primarily to bookkeeping, sales tax, and corporate tax return preparation engagements, the Cannabis Staff / Tax Preparer is expected to:
  • Become familiar with pertinent IRC sections and regulations, including 280E
  • Obtain a working knowledge of research techniques, including the various research sources in the firm library
  • Become proficient in the preparation of level-appropriate tax returns, including corporate, partnership, or other tax returns prepared by the firm
  • Assume responsibility for the completion of tax returns under the supervision of more experienced staff
  • Prepare tax trial balance and propose adjustments to the unadjusted numbers
  • Become familiar with common book to tax schedule of M-1 differences
  • Become proficient in bookkeeping tasks that are often an element of the assigned jobs. Included in this is performing a bank reconciliation and identifying reconciled items
  • Maintain required CPE

Qualifications:

• Proficient in Microsoft Office Suite (Word, Excel)
• Proficient in CCH Axcess or similar products
• Proficient in Oracle NetSuite preferred
• Proficient in Odoo ERP and CRM preferred
• Experience or familiarity with QuickBooks and tax preparation software is a plus
• Ability to work independently in a team atmosphere
• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Additional items of note for advancement of Cannabis Staff / Tax Preparers: 

• Demonstration of growing technical abilities and communication skills
• Ability to teach, mentor, and foster team building
• Demonstration of leadership skills and potential
• Thirst for knowledge and desire to work hard and meet the demands of clients