We are seeking an individual who is very personable, detail-oriented, organized and motivated.
We are seeking a great communicator, problem-solver and quick learner.
Experience with QuickBooks Desktop and QuickBooks Online (Contractor Accounting a plus).
Minimum of 3-5 years accounting experience.
Ability to handle multiple projects and deal effectively with problems or conflicts.
Dedicated to developing great relationships with small business owners, their staffs and other professionals.
Positive, confident and friendly personality.
Proficient in Microsoft Excel, Word, Outlook, PowerPoint, Teams and HubSpot CRM Software.
This position is well-suited for an individual seeking a career in the accounting field as this will provide great exposure to accounting, bookkeeping, payroll, tax and compliance needs of small business owners. We offer a competitive salary and a great work environment. Any job offer is contingent upon satisfactory background check and drug screening.
Responsibilities
Assist with processing client financial information.
Prepare monthly bank reconciliations and sales tax reports efficiently.
Produce monthly financial statements for clients on a timely basis.
Review and spot errors in P&L statements and make corrections.
Maintain chart of accounts in a logical and consistent manner and recognize distinction between P&L and Balance Sheet accounts.
Process weekly, bi-weekly and semi-monthly payroll and record payroll journal entries for those clients using other payroll platforms.
Assist with onboarding new clients into QuickBooks and organizing permanent file documents in document management system.
Perform weekly tasks for clients as requested.
Prepare Annual Reports, Personal Property Tax Schedules and Annual Business Tax Filings as well as handle requests for Annual Workers Compensation and General Liability Audits.
Set up vendors for 1099 processing and prepare or review 1099s prior to issuance at year-end.
Work effectively with cloud-based systems.
Maintain confidentiality and data security in all methods of communication.
Any other duties that may be necessary.
About Us
We are a locally owned Small Business CPA firm with entrepreneurial CPAs and trusted advisors. Our management team has extensive leadership experience in a variety of industries and is extremely passionate about helping small business owners achieve their financial goals and objectives. We value the diversity of perspectives that result from a variety of life experiences: ethnicities, ages, sexual orientations, genders, and other factors. Ours is a winning culture where we work together as a team with a clear focus on common goals and where team members can grow, develop and contribute to their fullest.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Staffing and Recruiting
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