Job Summary
Hirschhorn & Associates (H&A), a boutique Center City CPA firm, is seeking an individual interested in a full-time entry level position. H&A specializes in advising high net worth individuals, fiduciary entities, and real estate entrepreneurs in sophisticated tax planning, as well as the preparation of tax returns.
Requirements
- Tax Preparation Assistance: Assist with the preparation of federal, state, and local tax returns for individuals, trusts, businesses and foundations under the supervision of senior staff.
- Document Collection and Organization: Help gather and organize necessary tax documents (e.g., W-2s, 1099s, financial statements) to ensure accurate filings.
- Research: Conduct basic tax research to assist with identifying deductions, credits, and potential tax-saving strategies for clients.
- Client Communication: Communicate with clients (via email and phone) to request additional information or clarify documentation.
- Data Entry: Input financial data into tax software programs and maintain accurate records.
- Administrative Support: Provide general support to the tax department, including filing, scanning, and organizing files.
- Review of Tax Forms: Assist with reviewing completed tax returns for accuracy before filing, ensuring compliance with applicable federal, state, and local tax laws.
- Data Entry and Record Keeping: Assist in recording daily financial transactions (e.g., invoices, expenses, payments) into QuickBooks
- Account Reconciliation: Help reconcile bank and credit card statements with company financial records to ensure accuracy and consistency.
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
Work Location: In person
