Key Responsibilities
Accounting & Advisory Services
- Prepare monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.
- Maintain and reconcile general ledger accounts.
- Perform bank and account reconciliations.
- Analyze financial information and identify trends, risks, and opportunities.
- Prepare management reports and communicate financial results to clients and firm leadership.
- Assist clients with budgeting, forecasting, and financial decision-making.
- Ensure compliance with Generally Accepted Accounting Principles (GAAP).
- Recommend and implement process improvements to increase efficiency and accuracy.
Tax Services
- Prepare and review federal and state tax returns for:
- Individuals, Partnerships, Corporations, S-Corporations, Trusts and Estates
- Nonprofit Organizations
- Homeowner Associations
- Conduct tax research and stay current with tax law changes.
- Assist with year-round tax planning and tax-saving strategies.
- Communicate directly with clients to obtain information and resolve tax-related matters.
- Assist clients with tax projections and planning opportunities.
Assurance Services
- Independently Perform:
- Audits, Reviews, Compilations
- Prepare audit workpapers and supporting schedules.
- Collect and organize financial information for assurance engagements.
- Prepare practice aids and supporting engagement documents.
- Identify accounting and compliance issues and recommend solutions.
- Assist in evaluating internal controls and financial reporting processes.
Client Accounting Services
- Provide bookkeeping and write-up services for clients.
- Process and review payroll services.
- Assist clients with accounting maintenance.
- Support clients with financial reporting and compliance requirements.
Leadership & Firm Support
- Train and mentor junior staff members.
- Assist with reviewing staff work when assigned.
- Participate in improving firm procedures and workflow efficiencies.
- Build and maintain strong client relationships.
- Perform other duties and special projects as assigned by management.
Qualifications
Required
- Bachelor’s degree in Accounting, Finance, or related field. CPA candidate or active pursuit of CPA licensure.
- 5+ years of public accounting experience.
- Experience preparing individual and business tax returns.
- Strong knowledge of Generally Accepted Accounting Principles (GAAP).
- Experience preparing financial statements.
- Proficiency in Microsoft Excel.
- Strong analytical, organizational, and problem-solving skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities and meet deadlines.
- Ability to work independently and as part of a team.
How to apply.
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