Overview
An experienced tax and accounting professional is needed to manage multiple client accounts, ensuring accurate financial records, preparing tax returns, and providing client support.
Responsibilities
- Manage 10-15 client accounts with strong organizational skills
- Review financial transactions and prepare financial statements
- Prepare various tax returns including 1120, 1065, 1040, and others
- Address client inquiries and provide support
- Utilize technology to improve processes and complete tasks efficiently
Requirements
- Degree in accounting or a related field
- Minimum of 3 years of relevant experience
- Experience preparing multiple types of tax returns
- Proficiency in MS Office, advanced Excel, QuickBooks Online, Xero, and Drake
- Previous experience in outsourced or multi-client accounting environments
Preferred Qualifications
- Enrolled Agent, CPA, or candidate status is a plus
Compensation & Benefits
- Comprehensive health coverage
- 401(k) retirement plan
- Paid time off and holidays
Location