Job Description

PURPOSE:

To provide accounting and tax preparation services to clients including: monthly accounting; preparation of financial statements to include Profit & Loss, Balance Sheet etc.; preparation of Federal, State and Local tax returns for review by Sr. Accountants.

DECISION MAKING:

· All duties performed under the supervision of Senior Accountant. Close supervision required.

· Decision making is based upon established processes and procedures.

· Goals/Objectives mutually determined.

JOB FUNCTIONS:

Tax Filings Preparation

Assist in preparing, drafting and analyzing tax filings to include: Federal and State Business & Personal tax returns, State Sales & Use tax. Under supervision, compile and analyze tax documentation to include:

· Meeting with clients to acquire required filing documentation and analyze tax applicability for Federal and State tax laws.

· Prepare and analyze Profit & Loss Statements, and Balance Sheet Statements.

· Enter corresponding journal entries as required for year-end reconciliation.

· Draft Business and Personal State and Federal Income tax returns to be reviewed by CPA, to include: 1040, 1040X, 1041, 1120, 1120S, 1065, 990, and others.

· Meet with CPA to review finalized adjustments, so CPA may submit finalized Federal and State Income tax return.

Accounting & Customer Service

· Bookeeping for clients

· Draw up financial statements (trial balance, income statement, balance sheet.)

· Respond to client emails and text messages

· Answer client calls and constant customer interaction via phone and email

PERFORMANCE MEASURES:

· Correctly applying Accounting methodology and formulas

· Research and apply correct Federal, State and Local Tax laws

· Accuracy in preparing Financial documents

· Accuracy in drafting taxes

· Meeting timelines

· Customer service

EDUCATION, KNOWLEDGE AND SKILLS:

· Bachelor’s degree in Accounting or Finance, preferred

· Fully conversant with Microsoft Office Word, Excel, Outlook and QuickBooks. Lacerte tax software a plus.

· Resourceful and proactive individual with excellent communication skills who can show initiative and flexibility in their approach to a wide range of accounting tasks, able to work under supervision, team player.

· Able to work under pressure to produce high quality work to exacting deadlines.

Job Type: Full-time

Pay: negotiable

Benefits:

· 401(k)

· 401(k) matching

· Paid time off

Schedule:

· Monday to Friday

· Weekends ( during tax season – January 15 to April 15)

· Overtime

Experience:

· Tax Experience: 1 year (Preferred)

Work Location:

· One location

Benefit Conditions:

· Waiting period may apply

· Only full-time employees eligible

Work Remotely:

· No