
Financial Professional
13 hours ago
Job Overview
We are seeking a highly skilled accounting professional to perform various accounting-related functions, including tax returns, financial record-keeping, and budgeting.
Key Responsibilities:- Prepare accurate and timely tax returns for clients, utilizing industry-standard templates and procedures.
- Communicate effectively with clients to obtain necessary information or documents required to complete returns.
- Conduct thorough research of relevant laws and regulations prior to submitting returns for review.
- Develop and prepare tax projections and planning tasks for clients, including determining tax liability and salary requirements.
- Handle correspondence with government agencies, perform teleconferences, and prepare payment plan paperwork as needed.
- Perform external bookkeeping services, including adjusting balance sheets after-tax returns are completed, handling year-end adjustments, and providing support for financial software such as QuickBooks.
- Review and update monthly and quarterly financial records, preparing necessary reports and documents at year-end.
- Bachelor's degree in accounting or a finance-related field.
- Proficient in tax and accounting software, including Microsoft Office, QuickBooks, and other industry-standard tools.
- Licensed as a certified public accountant is preferred.
- Excellent communication and organizational skills, with the ability to work independently and prioritize tasks effectively.
This role requires strong analytical and problem-solving skills, with the ability to manage multiple projects and deadlines.
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