US Accounting Specialist US Accounting Firm WFH

Job Description:

Schedule: US Hours

Position Summary

A well rounded Accounting Specialist ensures that work delegated by Supervisor and the Accounting Lead (Accounting, Bookkeeping, Tax Compliance and Tax) are completed accurately and timely. Professional communication with internal and external clients regarding accounting, client management, tax readiness and bookkeeping matters. Communicates timeliness of completion of work to Managers. Solution-oriented with client and firm concerns.

Specific Duties And Responsibilities Include

• Monthly client accounting/ bookkeeping projects.
• Maintaining client books as per supervisor instructions.
• Review Books and projects to ensure quality of the following documentation:
• Checking Tax Basis of Financials- Cash or Accrual
• Matching Balance Sheet to prior year tax return
• Reverse entries for AP, AR, Cash, Credit Cards and Loans
• Matching Payroll Wages and Payroll Tax to Payroll Tab
• Ensure bank and credit card accounts have been properly reconciled each month.
• Ensure auto loan accounts have been properly reconciled or adjusted properly.
• Analyze balance sheet comparisons and identify any document differences.
• Verify items under $1K are not capitalized to fixed assets.
• Present Revenue variances to Managing Partner for solution.
• Present variances in Tax Payable to Managing Partner for solution.
• Customer Service and communication with Client as needed.
• Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project, Assemblies, partner job status meetings- updating jobs in Tax Dome (Compliance), Tax Dome management, entering clients into Lacerte and client folders.
• Back up for support staff as needed

Tax Workpapers

Responsible for collecting numerous data for tax return from clients. Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and documents related to tax preparation. In this role, you will obtain and review each client's tax information. You will prepare the necessary tax-related documents pertaining to income, expenditures, and other pertinent information.

COMPLIANCE

• Process tax payments on behalf of clients
• Compliance responsibilities include: Entity formation, dissolutions and maintenance, change of entity type, SOS filings, and any other compliance work as needed.
• Compliance tax filings. Filing of sales & cannabis CDTFA reporting. Setting up CDTFA access for Clients. Local tax filings as needed. Thorough work paper documentation for each filing.
• Communication with taxing agencies on client's behalf.
• E-file trouble-shooting and resolution.
• Attend weekly Tax Preparer Meeting
• Client education with regards to state and local tax compliance
• Any other administrative, compliance, or tax work as required by firm or managers

Technical Requirements

• Bachelor Degree in Accounting, Finance or related field of study.
• 3-5 years of recognized bookkeeping or (CAS) Client Accounting Service, Compliance and US Taxation.
• Experience with US work papers for tax returns.
• 3-5+ years SOS filings, sales tax filing, and CDTFA reporting experience
• Some knowledge of tax laws, regulations and deadlines
• Some knowledge of accounting and tax.
• QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop.
• Bookkeeping Experience: Proficient in QuickBooks, ability to navigate various workflows including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps integration, banking and credit card reconciliations.
• Knowledge of US tax laws, regulations and deadlines.

Personal Requirements

• Exceptional time management and organization skills.
• Proficient in Office products, Word, Excel and Outlook.
• Solution-oriented; problem-solver.
• Exceptionally strong written and verbal communication skills.
• Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.
• Willingness to follow established policies and procedures.
• Technology Skills: Proficient with technology; solid knowledge of computer operations and software.
• Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required to resolve clients bookkeeping.
• Internet Connection Requirements: Must have internet connection.

Qualification Preferred