Demo

Tax Preparer/Accountant

MCA Accounting & Consulting
Philadelphia, PA Full Time
POSTED ON 12/24/2024
AVAILABLE BEFORE 2/20/2025

A progressive accounting firm is seeking a Bookkeeper/Tax Preparer to join their growing team.

You will work on a portfolio of clients, getting to know them and their businesses while working for a firm focused on building relationships with their clients

Qualifications: If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list, it’s by no means a requirement.

  • CPA or EA preferred
  • At least three years of accounting experience, managing multiple clients preferred
  • Experience working with small businesses (specifically closely held pass-through entities)
  • Experience with accrual / GAAP reporting and workpapers Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp and Partnerships)
  • Strong problem solving and analytical skills A love for technology and intuitive computer skills
  • Ability to take ownership, while realizing when it’s time to reach out for help
  • A deep understanding of the financial statements; the relationship between them, what it all means, and the ability to explain the numbers to clients in their language
  • Strong excel skills; you don’t need to know how to build macros but if a string of formulas goes awry you should be able to troubleshoot and correct Responsibilities Include: Your tasks in this role will vary day to day. Our client has built-in, recurring deadlines that will need to be met. They keep routine, but avoid the mundane.
  • Record bank, credit card, and merchant account information in the general ledger via bank feeds in the client’s accounting software
  • Accounts receivable and accounts payable
  • Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations
  • Review data recorded during the period and close the books monthly/quarterly; prepare reports on both a cash and accrual basis
  • Create and maintain workpapers for clients
  • Bank, credit card, merchant account, and balance sheet account reconciliations Troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)
  • Sales tax preparation
  • Tax projections
  • Work with various state and federal agencies to register businesses, obtain EINs, register payroll, and respond to notices
  • Annual income tax preparation (individual and business)
  • Work with clients to obtain necessary information and supporting documents

Benefits Offered:

  • PTO
  • Health insurance stipend
  • 401k match
  • Advancement opportunities
  • Flexible schedule
  • Summer Fridays
  • Work from Home days

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

  • Flexible schedule

Compensation Package:

  • Bonus opportunities
  • Performance bonus

Work Location: In person

Salary : $35,000 - $50,000

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