Job description
POSITION SUMMARY
At the senior level, an individual is expected to be knowledgeable with the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRS regulations and code, FLSA, and TWC sections and regulations; and obtain a working knowledge of research techniques and the various research sources available to the Firm. At the Senior level, this individual must have strong project management, organization and client relationship skills. Additionally, this position requires a self-motivated employee who requires minimal supervision. Must be able to learn new software quickly. Must be able to work individually and with other team members. Must be able to manage multiple projects and deadlines.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s)
Prepare financial statements through QuickBooks or applicable software, including:
Prepare and enter journal Entries for depreciation and amortization
Allocate income and expenses using class tracking and/or job costing features
Create and maintain Excel spreadsheets to calculate allocations of various
Review client entries and enter corrections by Journal Entry, as needed
Prepare Balance Sheet, Profit and Loss, Cash Flow Statements and General Ledger reports
Report potential bookkeeping problems to internal management
Communicate with clients about their books and gather missing information
Educate clients on Best Practices to maintain their books properly
Review accounting files prepared by clients to make ready for tax preparation and make adjustments by Journal Entry, as needed
Collaborate with clients, and assist them as they identify accounting needs, support them on bookkeeping issues, and provide them with training on basic accounting knowledge
Set up new accounting files with chart of accounts in applicable software
Prepare and review accounts payable and accounts receivable, as required
Review staff work
Prepare and review payroll, including making EFTPS tax payments and annual forms W2, W3, 1099, 1096, 940
Prepare and review quarterly payroll forms 941 and TWC
Prepare and process sales tax returns
Assist with and review TWC payroll audits
Prepare and review Personal Property Tax Renditions
Due to the paperless nature and electronic transmission of much of the reports, returns, and work product, must be able to work in Adobe
Conduct training and documentation of internal processes.
Prepare and review Prepared Financial Statements and Compilations
The base compensation for this position is $78,000 - $95,000 annually, DOE. Residents of California or New York will not be considered at this time. Position is available for remote, hybrid or on site work.
BENEFITS & PERKS
401(k) Retirement Plan
16 Days PTO
9 Paid Holidays, plus Firm closure for the Christmas break
Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance
Formal career development program
Community Involvement Program
Kitchen stocked with complimentary snacks and drinks
MINIMUM REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education
Bachelor's Degree in Accounting or related discipline
Experience
A minimum of 3 years of accounting experience, ideally in a client-focused environment in public accounting, or a combination of public accounting and industry experience, with a strong background in preparing GAAP-based financial statements.
Computer Skills
Highly proficient in working in a cloud environment, with strong technology skills using a computer or laptop, mouse, and keyboard with multiple monitors.
Certificates and Licenses
CPA or CPA candidate preferred
Other Requirements
Proficiency in Microsoft Office Applications, including Outlook, Word, and Excel, as well as Quickbooks Online is required. Experience/proficiency in Bill.com, Xero, Gusto, Creative Solutions Fixed Asset Manager, CCH Axcess, Adobe, Depreciation Solutions, and/or CaseWare is preferred.
Salary: $78,000-$95,000Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.