Job Description

Maintains the company’s client financial records, and prepares federal, state, or local tax returns for individuals, business establishments, or other organizations (Note: this job is primarily bookkeeping, but may entail some light tax preparation).

GENERAL ACCOUNTABILITIES

• Checks figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Classifies, records, and summarizes numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
• Debits, credits, and totals accounts.
• Receives, records, and banks cash, checks and vouchers.
• Complies with federal, state, and company policies, procedures, and regulations.
• Compiles statistical, financial, accounting, or auditing reports and tables of cash receipts, expenditures, accounts payable and receivable, and profits and losses.
• Reconciles or notes and reports discrepancies found in records.
• Examines accounts and records and computes taxes owed according to prescribed rates, laws, and regulations.
• Completes forms for tax refunds.
• Ensures that organization complies taxing authority requirements.
• Organizes and maintains tax records and conducts tax studies and special projects.
• Provides tax advice.
• May have possibility of working remotely.
• *The company reserves the right to add or change duties at any time.

JOB QUALIFICATIONS

• Education: Associate's degree in related field or,
• Experience: 6 months; or equivalent of education and experience.

SKILLS

• Excellent written and verbal communication skills
• General office or bookkeeping knowledge
• Quickbooks online & desktop proficiency
• Proseries proficiency (preferred, not required)
• Math and reasoning
• Accuracy
• Attention to detail
• Critical thinking
• Time management