SENIOR TAX ADVISOR | ENROLLED AGENTS | CPA

FULL TIME

RESPONSIBILITIES:

• Review monthly financial reports for your group of clients and periodically meet with clients.

• Supervise bookkeepers in monthly production

• Prepare tax returns and estimates

• Provide tax planning and advice

• Attend and administer Initial Strategy sessions with new clients and manage implementations.

QUALIFICATIONS:

• Good working knowledge of financial statements, Quickbooks Pro, and Quickbooks Online.

• Evidence of supervisory ability

• Bachelors Degree or equivalent (Accounting emphasis is helpful, but not required)

• Comfortable working with small business owners

• Enjoys numbers and is technologically savvy with computers.

Compensation:  Salary and Incentive DOE

BOOKKEEPER | PAYROLL SPECIALIST

FULL & PART TIME

RESPONSIBILITIES:

As a part of our team, your aptitude for figures and problem-solving skills will help us deliver outstanding service to our small business clientele. Your excellent work habits, reliability, and energy level will help keep our work-product flowing smoothly throughout the year.

• Assist with processing client financial information

• Assist with payroll processing

• Assist accountants with client and administrative projects

• Prepare general correspondence and reports

QUALIFICATIONS:

You MUST be able to pass our unique, in house clerical aptitude/problem solving/math test.

• High School Diploma/GED; some college/degree is a plus

• Minimum 2 years of general office/clerical experience

• Must be experienced with Excel, Quickbooks and Word

• Exceptional organization skills and attention to detail

• High level of professionalism

• High-energy and positive attitude

• Outstanding work record

• Organized and dependable self-starter that can manage and prioritize multiple tasks and projects

• Basic knowledge of payroll, small business bookkeeping and/or Quickbooks Online