Belt Accounting & Tax, LLC

06/20/2024

05/12/2023

CPAs - Are you looking for a welcoming place for those long-term clients as you transition into retirement?

Belt Accounting is growing and looking to connect to those CPAs looking to retire that want to maintain a small firm culture for their clients and themselves as they transition smoothly into retirement with comfort and support of a dedicated team. As a partner of Belt Accounting we can ensure that your transition into your retirement years will be seamless and without compromise of the relationships you’ve built over the years.

Our team enjoys a relaxed work environment, spirited culture and work life balance. Located in Waukesha, WI and Austin, TX, we’re committed to providing the best accounting, advisory, auditing and tax services to our wide range of clients in various industries for years to come.

Give us a call at our office at (262)646-4323 or contact us through our website (belt-accounting.com) and let’s start the conversation towards your retirement.

05/08/2023

We're looking for a Senior Tax Accountant to join our growing team!

At Belt Accounting, our team has a passion for our work but we also have a passion for life. So, we help you employ a work life balance to enjoy more of both. Located in Waukesha, WI and Austin, TX, we’re committed to providing the best accounting, advisory, auditing and services to our wide range of clients in various industries. We value our team members and offer a competitive salary as well as generous paid time off.

Contact us through our website: http://belt-accounting.com/contact/
Or call our office at (262)646-4323 to apply

The Senior Tax Accountant is responsible for performing complex tax preparation, tax research, and tax planning. This includes ensuring that all tax documents are filed correctly and on time. The Senior Tax Accountant also works with the accounting team to ensure that financial statements are accurate and up to date.

Qualifications:
• CPA certification
• 2-3+ years of experience in corporate and individual tax preparation
• Strong knowledge of tax laws and regulations
• Excellent analytical and problem-solving skills

11/07/2022

Belt Accounting & tax, LLC is seeking a full or part time tax preparer to prepare a variety of tax 1040 tax returns. This position is ideal for the individual with experience preparing simple to moderately complex 1040 tax returns, and who enjoys working directly with clients.

Requirements:

- 1 to 5 years of tax preparation experience

- Excellent communication skills and positive attitude

- Organized, detail oriented, and able to meet deadlines

- Strong customer service skills

- High levels of integrity, accountability, leadership and professionalism

- Enjoys and thrives in a fast paced work environment

- Experience with UltraTax a plus, but not required

11/07/2022

Belt Accounting & tax, LLC is seeking a full or part time seasonal tax preparer to prepare a variety of tax 1040 tax returns. This position is ideal for the individual with experience preparing simple to moderately complex 1040 tax returns, and who enjoys working directly with clients.

Requirements:

- 1 to 2 years of tax preparation experience

- Excellent communication skills and positive attitude

- Organized, detail oriented, and able to meet deadlines

- Strong customer service skills

- High levels of integrity, accountability, leadership and professionalism

- Enjoys and thrives in a fast paced work environment

- Experience with UltraTax a plus, but not required

10/31/2022

Small, dynamic accounting office seeking a full-time Senior Accounting Professional to join our team. Must be a team player, quick learner, flexible, and an excellent communicator. This role will be a combination of a strong full charge bookkeeper/accountant for our business bookkeeping clients and an excellent tax accountant for our tax clients.

Full Charge Business Bookkeeping/Accountant responsibilities:

• Process client payrolls as needed
• Enter and properly classify transactions
• Reconcile balance sheet accounts
• Identify and record fixed assets and depreciation
• Review trial balance monthly or quarterly for any irregularities
• Prepare monthly financial statements for clients
• Analyze financial statements for discrepancies
• Prepare sales and use tax returns as required
• Review payroll and file necessary state and federal payroll reports monthly/quarterly/annually
• Year end review of client books for tax return preparation
• Create trial balance for corporate tax return import
• Identify 1099 vendors and payments; prepare annual 1099s as identified
• Prepare annual personal property tax returns
• Provide additional information as requested by clients and/or internal management team

Tax Accountant Responsibilities:

• Prepare individual and corporate tax schedules and tax returns
• Analyze client information for irregularities or missing information
• Find tax solutions to complicated tax issues or errors from incorrect tax filings
• Identify legal tax savings and recommend ways to help clients
• Make sure that clients comply with federal, state and local tax regulations
• Keep up-to-date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications

Software used:
• Thompson Reuters Ultra Tax, Practice, Fixed Assets, File Cabinet
• QuickBooks desktop and QuickBooks online

Ideal candidate will possess:
• Bachelor's degree in Accounting
• 2-5 years of related experience
• CPA or CPA eligible
• Willingness to work long hours during tax season and enjoy flexibility during the summer