Accounting & Tax Specialist PE CPA Firm North Palm Beach, FL Job Details Full-time $55,000 - $65,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Work from home Vision insurance 401(k) matching Life insurance Qualifications Tax compliance All consultants (tax preparation) Bookkeeping for tax purposes Financial record maintenance UltraTax Tax preparation software Bookkeeping Full Job Description Job description: Senior Bookkeeper & Business Tax Preparer
- Working knowledge of UltraTax is essential for this position
Commute Requirement:
To be considered for this position, candidates must have a one-way commute of one hour or less to the office- Role Our company is looking for an experienced Accountant to assist with all aspects of accounting including various tax reporting requirements.
KEY ACCOUNTABILITIES
The following are the related duties for this position: Perform reconciliations to ensure accuracy of financial data, including: Reconcile entries to balance client accounts. Reconcile accounts receivable and payable accounts. Reconcile bank, credit card and loan statements. Assist with additional accounting services, including: Payroll Reporting, Sales Tax Reporting Assist with tax preparation for personal and business filings, including: Filing tax documents with state and local government entities Inputting data from financial records into tax return software Prepare individual federal and state tax returns in a paperless environment. Analyzing tax data submitted by the client to maximize the outcome for the client. Assist with elderly tax return filers such as tax document collection, proposals, invoices, and additional information as needed. Spot errors and suggest ways to improve efficiency. Collaborate with the internal team to gather necessary financial information and/or missing tax documents. Provide general administrative support, such as answering phone calls, scheduling appointments, and organizing documents. Build client relationships to promote service recommendations. Any other duties as assigned.
POSITION COMPETENCIES
Excellent customer service skills, including patience, flexibility, and a positive attitude. Strong organizational and problem-solving skills, including time management and strategic thinking. Independent worker Strong written and verbal communication skills Commitment to quality and timely completion of work Positive attitude and high ethical standards
Pay:
$55,000.00 - $65,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Work from home Application Question(s): Is your resume up to date in INDEED? Are you proficient in using UltraTax?
Experience:
Bookkeeping & Tax Prep:
2 years (Required) Ability to
Commute:
North Palm Beach, FL 33408 (Required)
Work Location:
In person
