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Maintains client financial records including preparation of financial statements and tax returns, related schedules, and reports. Requires a bachelor's degree and 2-4 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within the accounting field. Relies on instructions and per-established guidelines to perform the functions of the job.
Job Responsibility:
Maintains client financial records including preparation of financial statements and tax returns, related schedules, and reports
Perform general accounting and bookkeeping duties and make required adjustments to clients QuickBooks files
Assist in the preparation of federal and state income tax returns for individuals, businesses, and exempt organizations
Assist in the preparation of sales tax and payroll tax returns
Develops an understanding of firm philosophy, values and tax opinions
Contributes to the client service team by producing quality work with quick turnaround and attentive service
Establishes good working relationships with all partners and staff members
Demonstrates initiative, creativity, and imagination in approaching work
Performs such other duties as assigned
Requirements:
Minimum of a Bachelor’s degree in accounting
Accounting and analytical skills with strong computer skills
Knowledge of QuickBooks, Excel and Lacerte Tax Software is a plus
Ability to work in a paperless environment
Excellent interpersonal, oral and written communications skills
Detail-oriented with ability to multi-task
Nice to have:
Knowledge of QuickBooks, Excel and Lacerte Tax Software