job description

• Work closely with clients to gather information for various tax returns, including corporations, non-profits, partnerships, and self-employed businesses.


• Monthly and/or quarterly write-up of client’s data to prepare internal financial statements for managerial purposes, including reconciliation of bank accounts, utilizing QuickBooks and Microsoft Office.


• Prepare Quarterly & Annual Payroll Reports and 1099 Filings.  File and Pay Federal and State Payroll Tax Deposits monthly if necessary.


• Tracking and Filing of Annual Reports with the Secretary of State.


• Assist Tax Preparers and Administrative Staff as needed.

• 5 years accounting experience. 


• Accounting degree and/or experience in an accounting firm preferred but not required.


• Knowledge of QuickBooks Desktop and QuickBooks Online.


• Knowledge of Microsoft Office Excel and Word.


• Able to work independently and efficiently to adhere to various tax deadlines.


• Ability to effectively communicate with and advise clients on various matters.

• Understanding of various business tax returns, including payroll and sales tax; preferred but not required.

• Disability insurance


• Family leave


• Flexible spending account


• Health insurance


• Life insurance


• Paid sick time


• Retirement plan

• Tax Accountant