Description:
General
Responsibility as an accounting para-professional with experience in handling all phases of accounting
through financial statement.
Duties
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Applying strong accounting skills to reconcile and maintain accounting records for clients in multiple industries on a regular basis, i.e.: Accounts Receivable, Accounts Payable, post journals – cash receipts, cash disbursed, general journal entries, reconciling bank statements
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Complete sales tax returns and payments (monthly, quarterly, annual) online
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Complete annual Business Property Statements for clients
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Review client’s accounting records and be able to quickly identify and correct any adjustments needed
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Analyze and adjust client’s trial balance at year-end as needed for income tax preparation
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Payroll Service knowledge
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Participating in activities needed to support the management functions of the team
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Performing other duties as assigned
Requirements:
Minimum Qualifications (Knowledge, Skills, and Abilities)
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Five or more years of office or bookkeeping experience
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Proficiency in QuickBooks and knowledge of payroll functions
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Strong knowledge of bookkeeping practices and procedures
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Accuracy and attention to detail is absolutely required, as well as a track record of reliability, confidentiality, and conscientious work habits
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Proficient in Microsoft Office suite
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Ability to work independently with little supervision
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Ability to organize and prioritize effectively
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Attention to detail with exceptional level of accuracy
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Ability to interpret data and make cost effective decisions
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Demonstrated ability in dealing directly with clients
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Previous experience at CPA firm or as external accountant for many different types of entities a plus
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this position. Reasonable accommodations may be made
to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
