Qualifications
Experience:
Business Tax Preparation, (Required)
QuickBooks (Required)
Full Job Description
We are hiring someone with accounting experience who loves tax and bookkeeping and. We are a tax accounting firm and our employees follow the client through the entire process from bookkeeping to the tax return. We will of course help you as we are a team but we find that one person working on the client as the primary accountant helps you to understand the client more clearly and helps our work to be steady year round. We know our company is different and for that reason we are looking for the best. Our processes are streamlined where you will be able to do a great job if you have accounting, bookkeeping and business tax experience. Please do not apply if you do not have experience preparing Partnership and S Corporation tax returns.
Roles
Intuit system
bookkeeping
Individual, corporate, S Corp, and partnership,
tax preparation
Prepare and provide list to payroll expert of W-2’s and 1099’s that need to be completed.
Collect information W-9’s and W-4’s for the payroll expert to prepare 1099’s and W-2’s
Assist payroll specialist in payroll setup & support
Quarterly tax payment calculations
Franchise tax and annual reports
Answer client financial and tax questions.
Works Comp Audit
Responsibilitie
Complete tax strategy infused bookkeeping by assigned due date
Complete Client Roadmap by due date
Prepare and upload financial statements by due date
Attend Daily calls with team
Document activity on each client daily.
Tax preparation completed by assigned due date.
Research and determine if client is responsible for sales tax in their state.
Prepare Quarterly Tax payment calculations
Time by client entered into T-Sheets and activity record daily
Monthly Bank Reconciliations
Requirements
2 Years of experience preparing business and individual tax returns.
2 Years of experience using QuickBooks desk and Online
Self-Starter and self-motivated
Strive for Client happiness
Work well with deadlines
Excel at documentation
Detail oriented
Problem-solver
Tech Savvy
Experience:
Business Tax Preparation: experience (Required)
Personal Tax Preparation
QuickBooks: (Required)
Schedule:
Monday to Friday (Required)
Language:
Bilingual in Spanish
Hours per week:
40
Detail-oriented
quality and precision-focused
Innovative innovative and risk-taking
Aggressive competitive and growth-oriented
People-oriented supportive and fairness-focused
Team-oriented cooperative and collaborative.
