Functions

• Tax Return preparation experience with both Individual and Business Tax Returns
• Manage general journal entries, accounts payable, accounts receivable, cash management, payroll, and reconciliation of bank statements
• Keep track of client assets by receiving, reviewing and posting broker statements
• Communicate both directly and indirectly with clients
• Work with firm accountants by providing documents related to tax return preparation
• Complete above duties within compliance of federal, state and company policies, procedures and regulations
• Perform other duties as assigned

Qualifications

• Minimum of two – three years tax return preparation experience
• Minimum two years accounting or bookkeeping experience
• Solid understanding of generally accepted accounting principles and procedures
• Self-motivated; maintains accuracy and attention to detail; quick learner and efficient worker
• Must place a high value on good client service and manage deliverables while keeping client matters strictly confidential
• Outstanding communication skills, both oral and written
• The successful candidate is a person of high moral character with developed social skills who is not intimidated by networking

Technology

• Proficient in PC usage including typing and 10-key by touch
• Microsoft Office Word and Excel
• Hands on experience with both QuickBooks Desktop and Online versions
• CCH Access Tax, Fixed Assets, Planning and Engagement

Education

• Bachelor’s degree in Accounting or Finance field preferred
• CPA certification preferred