What are the responsibilities and job description for the Accounting Associate position at In Need Solutions LLC?
A privately held multifamily office business is seeking intern/associate for its office in Waltham MA. The ideal candidate will have solid accounting, bookkeeping and financial planning skills and be committed to learn new skills and constantly improve himself/herself. High degree of ethics and confidentiality is a must. Responsibilities include but are not limited to:
- Accounting for all clients transactions – work with Quickbooks to record all transactions in the proper account and proper period. Transactions will include, bills, bill payments, invoices, deposits, journal entries and others – 20% of the time
- Bank Reconciliations – end of the month bank reconciliations and analysis on any uncleared transactions – 20% of the time
- Financial Statements Preparation – end of the month close and preparation of Income Statements and Balance Sheets based on US GAAP – 20% of the time
- Tax Filing and Planning – file individual (forms 1040) and business returns (forms 1065, 1120, 1120S) for multiple clients. Assist in document assembly, data input, tax analysis and planning by running different tax scenarios – 30% of the time.
- Assist in Financial Planning – Gather and tabulate information from financial planning questionnaires - 5% of the time
- Gathering information for Business Valuations – gather and analyze data points to provide analytical support in business valuations. Create Excel financial models for specific valuation projects - 5% of the time
This individual should be comfortable contributing with his/her independent work and also be able to work as part of a team.
Desired Qualifications:
- BS – Accounting or Finance, other majors could be considered
- Experience with Excel, QuickBooks, or other accounting/financial software
- Ability to assume responsibilities and be accountable
- Excellent communication skills
- Desire to pursue professional credentials (CPA, CFA, CFP, JD)
Individuals need to be open minded and be prepared to work in a completely transparent environment where honesty and truth are the highest values. This position can be part-time or full-time with flexible hours.
To apply please send resume and a short message explaining what makes you a good candidate for the role to info@inneedsolutions.com