Communicate with clients in English, assess documents provided by client for completeness, data entry, analyze financial statements and tax returns for accuracy, manage high load of client files for business, non-profits, individuals and trusts. Collaborate with other team members to meet deadlines. Know and apply tax laws and GAAP. Organize paper and electronic files. Prepare presentations and excel spreadsheets. Proficient in QB and be able to instruct clients on best methods to enter data or correct mistakes. Assist with projects in the office or out of the office. Able to attend networking meetings and promote the office. Provide creative ideas to improve the office.
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
Experience:
- Tax preparation/GAAP: 3 years (Required)
License/Certification:
Work Location: In person