Top Tax Executive jobs in Racine, WI

Lucida is a full-service accounting firm offering an array of business services with 4 locations and over 90 employees. We are a member of the American Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts. We specialize in assisting closely held companies including healthcare, real estate, construction, manufacturing, artists, service companies, securities, and more. Our mission is to provide superior customer experience, helping clients navigate tax complexities in both their business and personal lives. We aim to offer a collaborative environment to spur innovative tax concepts and strategies.

The Staff Auditor will assist in for-profit, not for profit, governmental, and ERISA audits, as well as reviews and compilations. You will perform significant audit and other assurance engagements for our clients, build relationships, and assure continued close personal attention to their needs.

Duties/Responsibilities:

Perform a variety of tasks as part of the assurance team, including audit and review procedures, and working on special projects in accordance with professional standards under the direction of senior assurance staff.

• Become proficient with Generally Accepted Accounting Principles (GAAP) and in applying GAAP to client engagements
• Prepare draft financial statements and client communications and reports
• Examines assigned financial records and statements for accuracy
• Analyzes financial data, making recommendations as appropriate to improve accuracy, efficiency, and to reduce costs
• Communicate with team members and engagement leaders during engagements regarding engagement status, identified issues, and problem areas
• Inspect the budget and general ledger for assigned departments and accounts, ensuring that funds are available, and expenditures are assigned correctly
• Reviews and/or assists with preparation of financial statements and records provided to federal, state, and internal auditors and similar personnel
• As needed, assists with accounting duties for and corrections to listed financial records
• As appropriate, identifies and recommends updates to accounting systems and procedures
• Assists as needed with preparation of annual financial reports
• Proactively interact and communicate with clients to gather information to ensure timely engagement wrap-up
• Continue to enhance abilities through continuing professional education
• Performs other related duties as assigned

Required Skills/Abilities:

• Basic knowledge of accounting principles
• Understanding of and ability to adhere to generally accepted accounting principles
• Ability to learn and adapt to various software packages
• Excellent organizational skills and attention to detail
• Strong written and verbal communication skills
• Experience with Microsoft Office Suite

Education and Experience:

• Bachelor's degree (or higher) in accounting
• Current CPA or CPA candidate intending to sit for the CPA exam is preferred
• At least two years of related experience required