Position Summary The Business Services Specialist provides accounting, bookkeeping, and client support services to closely held businesses, individuals, and industry-specific clients. This position serves as an extension of the firm's Tax and Audit teams by delivering the day-to-day financial management and compliance support clients need to operate their businesses efficiently. Bookkeeping & Accounting Services

• Perform monthly and quarterly bookkeeping services for clients.
• Record and reconcile cash, accounts receivable, accounts payable, payroll, and general ledger transactions.
• Prepare and review bank and credit card reconciliations.
• Generate monthly and quarterly financial statement preparations and compilations. Severance Tax Preparation & Management
• Prepare and file severance tax returns.
• Monitor filing requirements and deadlines.
• Reconcile production and revenue information.
• Respond to taxing authority notices and client inquiries. 1099, W2 and Quarterly Payroll Preparation & Compliance
• Manage annual 1099 reporting processes. Including preparation and review.
• Maintain W-9 records.
• Prepare and file Forms 1099 and related state reporting.
• Manage corrections and compliance questions.
• Payroll processing, W2 preparation and quarterly payroll tax return preparation.
• Tax Department Support
• Prepare workpapers and schedules.
• Support tax professionals during filing season.
• Perform tax work as needed or desired by the individual. Audit Team Support
• Prepare reconciliations and audit schedules.
• Assist clients with records needed for audits.
• Collaborate with audit staff on reporting improvements. Client Relationship Management
• Serve as a trusted advisor.
• Build strong client relationships.
• Identify additional service opportunities. Compensation Entry-Level (1-3 Years Experience): $50,000 - $65,000 annually, depending on experience, education, and qualifications. Annual performance and compensation reviews with bonus opportunities based on individual and firm performance. Benefits
• Health and vision insurance
• Long-term and Short-term disability
• Retirement plan with employer contribution or matching program
• Paid time off (PTO) and recognized holidays
• Flexible work arrangements based on client and firm needs
• Continuing Professional Education (CPE) and professional development support
• Professional membership dues and licensing reimbursement, as approved
• Career development opportunities within Business Services, Tax, and Advisory practices
• Employee wellness and work-life balance initiatives Why Anderson & Whitney?

At Anderson & Whitney, the Business Services Specialist is more than a bookkeeper. This role serves as a trusted resource for clients and an integral extension of the Tax and Audit teams. The position provides an opportunity to make a meaningful impact on clients' daily operations while building expertise in bookkeeping, severance tax compliance, 1099 and W2 reporting, tax support, and client advisory services. Team members are encouraged to grow professionally and expand their responsibilities as their interests and skills develop.

Pay:

$50,000.00 - $65,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Professional development assistance Retirement plan Vision insurance

Work Location:

In person