
Financial Professional
1 day ago
Key Responsibilities:
">- Prepare and process a variety of accounting-related functions including tax returns, bookkeeping, research, reconciliation, and budgeting.
- Coordinate the collection of required documents and information from clients.
- Conduct independent research of all necessary laws prior to submitting a return to the reviewer.
- Prepare tax projections and planning tasks for clients, determining tax liability, salary requirements, payroll liabilities, and estimated payments.
- Handle correspondences with IRS and state agencies, performing tasks such as preparing payment plan paperwork, powers of attorney, S elections, SS-4 forms, and state registrations.
- Perform external bookkeeping tasks, adjusting balance sheets, handling year-end adjustments, and providing internal and external QuickBooks support for clients.
Requirements:
">- Bachelor's degree in accounting or finance-related field.
- Proficient in tax and accounting software/tools such as Microsoft Word, Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeper.
- Licensed as a certified public accountant is a plus.
- Excellent grasp of all Microsoft 365 applications.
- Excellent verbal and written communication skills.
- Aptitude in data management, analytics, and reporting preparation.
Benefits:
">- Autonomous work environment.
- Self-directed worker.
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