Elite Accounting, Consulting, and Tax is a fast-growing, local accounting and tax company. We are looking for the right candidate to provide an excellent client experience. We welcome clients of all sizes, from individuals to small businesses. The accountant is responsible for tracking clients' revenue, expenses, and taxes, as well as producing financial reports in QuickBooks Online or other accounting software. This individual will establish rapport with clients to build working relationships and increase retention. This position conducts an in-depth interview with clients to obtain all required information and materials to complete the tax return. All tax returns are prepared utilizing the information provided by the clients and are keyed into tax software.
Duties and Responsibilities:
Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Process invoices, reconcile accounts, perform payroll functions, and maintain the general ledger for multiple clients Prepare accounting records by compiling account information Post financial transactions to accounts and prepare financial statements Understand and effectively use current tax and accounting software applications Prepare tax schedules, returns, payments, reports and maintain company's tax database for corporations, partnerships, estates, not-for-profits, and individuals Find tax solutions to complicated tax issues or errors from incorrect tax filings Identify legal tax savings and recommend ways to improve profits Make sure that clients comply with federal, state and local tax regulations Advise management about the impact of tax liabilities and corporate strategies or new tax laws Accurately prepare quarterly and annual tax reports Keep up-to-date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications Establish and maintain effective client relationships through regular communications Gain cross training and proficiency in other duties to assist staff with clients Performs other related duties as assigned
Skills and Abilities:
Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Prior accounting experience preferred but not required. Excellent time management skills with a proven ability to meet deadlines. Ability to prioritize tasks and to delegate them when appropriate. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software Education and Experience Bachelor's Degree in Accounting required. At least 5 years tax experience required. CPA or CPA Candidate strongly preferred. Experience with Drake tax software is a plus. Experience with QuickBooks or other accounting software is a plus.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.
Job Type:
Full-time Benefits:
Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance