
Chief Financial Analyst
2 days ago
We are seeking a skilled accounting professional to join our team in performing various tasks related to tax returns, bookkeeping, research, reconciliation, and budgeting.
- Key Responsibilities:
- Prepare accurate and timely personal and business tax returns using industry-standard templates and procedures.
- Communicate effectively with clients to obtain necessary information or documents required to complete returns.
- Conduct thorough research on relevant laws prior to submitting returns for review.
- Develop tax projections and planning strategies for clients, including determining tax liability and salary requirements.
- Handle correspondence with government agencies and perform various tasks, including preparing payment plan paperwork and Powers of Attorney.
- Provide external bookkeeping services and support for clients' internal and external QuickBooks systems.
- Review monthly and quarterly bookkeeping and prepare year-end tax documentation, including W-2s, W-3s, 1099, and 1096.
- Requirements:
- Bachelor's degree in accounting or a finance-related field.
- Proficiency in tax and accounting software/tools such as Microsoft Word, Excel, QuickBooks, and CCH Access/ProFX Tax.
- Licensed certified public accountant (CPA) certification is an asset.
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