Job Summary
We are seeking a detail-oriented and experienced Accountant to join our dynamic team. The ideal candidate will be responsible for managing the accounting needs of our business clients. They will work with business owners to help manage their accounting and financial needs, prepare monthly financial reports, and prepare business and personal tax returns, while supporting client engagements. The Accountant will play a key role in financial analysis to support strategic decision-making.
Key Responsibilities
- Accounting Services
· Reconcile bank statements, credit card statements, and other financial accounts
· Categorize and enter transactions for bank and credit card accounts
· Attach receipts to transactions
· Review financial statements and make adjusting entries
· Maintain accurate financial records, including ledgers, journals, and financial statements
· Tie financial statements to tax returns
· Ensure compliance with accounting principles and relevant regulatory requirements
Tax Services
· Perform tax return data entry using Thomson Reuters Ultra Tax software
· Prepare business, federal, state, and local tax returns for corporations, partnerships, and individuals
Client Engagement
· Collaborate with clients to gather and analyze financial data and documentation needed for accounting and tax preparation
· Deliver process improvement strategies and solutions to clients
· Provide responsive and professional client service
Experience
· 1 to 3 years of experience in accounting or bookkeeping, managing multiple clients simultaneously
· Strong knowledge of accounting principles and practices
Technical Skills:
· Proficiency in QuickBooks Online accounting software
· Proficiency in tax preparation software, Microsoft Office Suite, and Salesforce a plus
· Technology-driven with a willingness to learn new technology and software programs
Soft Skills:
· Excellent communication and interpersonal skills
· Strong analytical and organizational skills with attention to detail
· Ability to meet deadlines and work well under pressure
· Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Job Type: Full-time
Pay: $55, $65,000.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
Work Location: In person