#LI-JF1 #LI-Hybrid
Essential Functions and Primary Duties
May prepare corporate tax returns, client billing, engagement letters and contracts
May complete bookkeeping and accounting duties for clients. This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
Collect and enter/download data from clients and review for accuracy
File and retrieve documents, records, and reports
Prepare engagement letters and other correspondence with clients
Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns
Operates accounting and/or tax software to record, store and analyze data
Additional responsibilities as assigned
Preferred Qualifications
Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred but not required
Proficiency in QuickBooks Online (QBO) accounting software
Proficiency in Yardi, Sage Intacct, Bill.com, Gusto, other software skills a plus
Strong attention to detail, organizational, and time management skills
Ability to manage multiple client assignments simultaneously
Minimum Qualifications
- High School Diploma or GED
- At least 2 years of accounting work experience
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally