Full Job Description
Padgett Business Services of NW Ohio is an accounting, payroll, and tax firm that has served the greater Toledo area for over 25 years. We specialize in helping small businesses make more money while reducing their tax liabilities. We have been growing the business significantly over the last few years and are looking for a motivated, hardworking, and dedicated Staff Accountant to help us manage our workflow to achieve the growth.
The Staff Accountant will be primarily accountable to support our Accounting Manager by performing accounting and bookkeeping related tasks for our clients. This position will also support the data entry function of our payroll and tax teams as well.
SUMMARY OF PRIMARY DUTIES:
Data Entry – Accurately and efficiently enter accounting, payroll, and tax data into the various software we and our clients use. Reconcile information entered to supporting documents to ensure accuracy of work. Setup new employees in payroll system as provided by clients. Facilitate process improvements on overall data entry process.
Perform bank account and other account reconciliations to validate the reported numbers.
Prepare Monthly Sales Tax Returns.
Prepare Quarterly Payroll Tax Returns including the processing of After-The-Fact payroll tasks like making tax payments via EFTPS and the OBG along with other similar government systems.
Prepare Annual Commercial Activity Tax Returns.
Assist with preparation of Annual Worker’s Compensation True-Up Reports.
Prepare Individual tax returns as needed.
Review and advise client regarding effects of business activities on taxes, and on strategies for minimizing tax liability.
Ensure client complies with all taxing authority requirements and represent client before taxing authorities as needed.
Data Assembly/Delivery – Assemble monthly accounting financial statements and tax returns for delivery to client. At times, deliver completed accounting, payroll, and tax information to clients
Paperless Process Control – scan necessary documents as needed and maintain standards throughout office for achieving paperless goals.
Ad hoc requests – respond to and complete other ad hoc projects as they arise.
Education: Bachelor's degree preferred but not required
Minimum Experience: 2-4 Years
Must have thorough understanding of Accounting and Payroll principles and have experience with how debits & credits work, the difference between assets, liabilities, revenue, and expenses, forms 941/940, W-2’s, 1099’s, etc. and sales tax returns.
An understanding of QuickBooks, Xero, and other Accounting Software is a plus.
Resourceful – ability to obtain needed information quickly.
Data Entry – accurately and efficiently enter alpha-numeric data
Problem Solving – identify why accounts aren’t balancing to expected numbers and resolve it.
Computer proficient – working knowledge of PC based applications like Excel, Word, and Outlook along with Accounting Products like QuickBooks (Desktop and Online), Xero, HubDoc, Auto Entry, and the Creative Solutions Suite (Accounting CS, Practice CS, Fixed Assets CS, File Cabinet CS, etc.)
Internet proficient – ability to use the Internet to obtain answers to questions about certain transactions
Well organized with good time management and follow through skills
Quick learner/thinker – ability to grasp new concepts quickly and learn on the fly
A sound understanding of Accounting, Payroll, and Income / Payroll Tax Filing Requirements
Ability to work additional hours as workload demands
The successful candidate will interact with many of our clients and our staff and will likely have shifting priorities at times so a professional, positive, can do and will do attitude is critical. Candidate must be able to work independently with little supervision and must be results oriented. Basic training about our business and our expectations will be provided up front; additional training and coaching will exist throughout, but the candidate will be required to demonstrate independent success early on in the job.
Given the nature of our business, some early morning and evening hours will be required as well as some weekend hours. At times we work with short deadlines that need to be met and this at times creates stress and tension that needs to be managed.
We are a family-oriented business that understands family/work life balance issues and works to service our clients the way we want to be serviced. We work together as a team and strive for amazing results. The successful candidate should be comfortable in that environment and be able to excel within it.
Fair pay based on experience
Periodic bonuses based on performance
Paid Vacation and Holidays
Short & Long Term Disability