RESPONSIBILITIES

Tax return preparation

Income tax planning

Estate planning

After-the-fact bookkeeping

Bank reconciliations

Payroll, making payroll tax deposits and preparing and filing payroll tax returns

Preparing and filing sales tax returns and making appropriate payments for clients

Client bill pay services, we pay bills for the client

Financial statement preparation, compilation, and review

Business planning

Assist clients with issues related to the IRS or State taxing authorities

Give guidance to Accounting Associates

REQUIRED SKILLS/EXPERIENCE

Bachelor’s degree in accounting from an accredited college or university

Organized and detail-oriented

Proficient with Quickbooks and Windows based software (Microsoft Office)

Ability to prioritize

Time management skills

Professional attitude, demeanor, and appearance

OFFICE HOURS

8 AM – 5 PM (closed for lunch from 12 PM – 1 PM)

Overtime as necessary (especially January – April)