Tax And Accounting Associate

Job Description & Responsibilities:

• Independently review and maintain multiple accounting client accounts utilizing cloud-based tools (QuickBooks Online & Desktop, Xero, Bill.com, Hubdoc, etc.)
• General bookkeeping, including recording transactions, bank feed, monthly account reconciliations, journal entries, reviewing receipts, etc.
• Generate reports from QuickBooks and Excel spreadsheets
• Troubleshoot client bookkeeping issues & QBO & other accounting software Cleanup for cash & accrual accounting
• Communicate with clients to request data, follow up on questions, etc.
• Prepare and file supporting documents for the manager’s review and approvals.
• Maintains historical records by accurately filing documents physically and electronically
• Prepare W2 & 1099’s at the end of the year for clients
• Prepare various tax returns (individuals, Corporations, partnerships, international, estate planning, etc.)
• Understand & Solve problems in all areas of US & International accounting & taxation
• Working successfully in a team environment
• Preparing tax protests and providing support to CPA on IRS audit representations
• Conducting Tax and Accounting-related research
• Assist with preparing and updating all other business-related licenses, documentation, and fillings
• Contributes to team effort by accomplishing related results as needed
• Responsible for daily admin activities

Job Qualifications:

• 2-5 years of working experience in full-cycle bookkeeping using QBO/ Xero / other accounting software, looking to grow accounting & tax career
• 2 -5 years of working experience in using QBO involving troubleshooting data entry errors
• 2-5 years experience in areas of Bookkeeping, Payroll, Sales Tax, and generating Financials for clients in the USA working in different industries
• 2 -5 years of working experience with Strong Computer and technical skills, including Microsoft Office Suite, accounting, and tax software
• 2+ working experience in accurately filing documents physically and electronically
• 2-3 years of CPA Firm / Accounting Firm Experience required
• Working knowledge of Income-Tax and Accounting standards for business
• 2 -3 years of working experience with tax software Lacerte is required
• Required to take on challenges and learn new skills and software applications
• Bachelor’s degree in accounting
• Licensed CPA / EA or on track
• Ability to work independently and as part of a team
• 2+ years of working experience in Analytical and problem-solving skills
• Excellent written and verbal communications skills
• Interpersonal skills to effectively interact with clients, peers, and other contacts
• High integrity and Sensitive to confidential information individual with strong organizational skills, ability to multi-task on many different projects
• Deadline and detail-oriented personnel

Benefits:

• 80 hours of Vacation Time
• 24 hours Sick Time
• Medical Insurance
• Retirement Plans
• Seven Company Paid Holidays Annually