What are the responsibilities and job description for the Tax Accountant position at Jacobson Jarvis & Co?
Job Description
Job Description
Full-Charge Bookkeeper – Public Accounting
Job Summary :
Responsibilities include accounting functions such as general ledger maintenance, payroll processing, sales tax preparation and income tax preparation. Other duties include month end journal entries, maintenance and reconciliation of fixed assets, bank reconciliations, financial statement reporting, preparation of quarterly and annual payroll tax returns and preparation of annual information returns.
List of Duties & Responsibilities (not intended to be all-inclusive) :
1. Prepare bank reconciliations for clients.
2. Produce monthly, quarterly or annual financial statements and accompanying reports for clients.
3. Prepare month-end journal entries for the above-mentioned clients, including all workpapers.
4. Process bi-weekly and semi-monthly payroll using QuickBooks software and transmit payroll taxes electronically to IRS and EDD.
5. Prepare quarterly and annual payroll reports for clients using QuickBooks software and CSA.
6. Prepare quarterly sales tax reports and submit electronically on behalf of clients.
7. Prepare annual information returns (1096 & 1099’s).
8. Prepare annual business license renewals, business property statements (Form 571-L), workers’ compensation renewals, and any other forms client’s need assistance with.
9. Manage 3 large medical groups using QuickBooks Desktop 2024, including posting daily deposits, paying all bills, responding to all mail and correspondence, work with client to submit payroll to ADP on a semi-monthly basis, reconciling multiple bank accounts and work with accounting manager to ensure that all aspects of client management are covered.
10. Prepare individual and business income tax returns.
Other Work as Required / Requested
May be assigned special projects or other assignments and work tasks that are within the scope and level of the position, and relative to the need for flexible Company operations.
Minimum & Preferred Qualifications :
Experience :
Minimum : Three years public accounting experience; experience working with QuickBooks, experience in payroll processing and income tax preparation; and must be PC literate with a working knowledge of spreadsheets and word processing programs.
Salary $50,000.00-$100,000.00
Preferred : Experience working with QuickBooks and Creative Solutions Accounting software.
Company Description
Jacobson Jarvis & Co, PLLC is a full-service US-certified public accounting firm created in 1991 to focus 100% on the not-for-profit community. We feature innovative techniques, cutting-edge technology, enjoyable working conditions, and an emphasis on the quality of life.
As part of our team, you will participate in department-wide decision-making and direct client service. We are a nontraditional, employee-friendly firm that offers a flexible, challenging environment. Providing the highest quality of service to our clients and quality of life to our employees is our top priority.
Company Description
Jacobson Jarvis & Co, PLLC is a full-service US-certified public accounting firm created in 1991 to focus 100% on the not-for-profit community. We feature innovative techniques, cutting-edge technology, enjoyable working conditions, and an emphasis on the quality of life. As part of our team, you will participate in department-wide decision-making and direct client service. We are a nontraditional, employee-friendly firm that offers a flexible, challenging environment. Providing the highest quality of service to our clients and quality of life to our employees is our top priority.
Salary : $50,000 - $100,000