WHAT YOU'RE FAMILIAR WITH:

• QuickBooks

• Microsoft Office Suite

• Reconciliations

• Data entry

• Debits and credits

• Types of business entities

• Individual income, small business, and payroll tax laws

WHAT WE'RE LOOKING FOR:

• 3+ years of experience in a CPA firm.

• Currently pursuing your CPA or EA designation.

• Experience with tax return preparation for all entity types.

• Must be Tech-savvy; who can embrace new tech and be willing to learn and teach others who to use it!

• Attention to detail and the ability to manage multiple projects.

• Ability to communicate effectively with the clients we serve.

• Passion for small businesses and their success!

• Upbeat, confident, and friendly personality.

• Excellent problem solver; offer ideas and recommendations to clients.

• Desire to develop your professional skills and seek ways to

WHAT YOU WILL DO:

• Take security seriously to protect all parties.

• Work efficiently with cloud-based systems.

• Assist with processing client financial information.

• Participate in onboarding clients.

• Easily spot errors in P&L statements and correct them.

• Manage bookkeeping staff and review work.

• Prepare monthly financial statements, sales tax and payroll tax filings.

• Setting up clients on all applicable software offerings necessary to perform the services they engage us with.

• Prepare tax filings for all entity types.

• Assist with ongoing tax planning.

• Assist with Manager directed client projects.

• Untangle A/R messes.