Job Description

Job Description

Job Description

Key Responsibilities
Accounting & Advisory Services

• Prepare monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.
• Maintain and reconcile general ledger accounts.
• Perform bank and account reconciliations.
• Analyze financial information and identify trends, risks, and opportunities.
• Prepare management reports and communicate financial results to clients and firm leadership.
• Assist clients with budgeting, forecasting, and financial decision-making.
• Ensure compliance with Generally Accepted Accounting Principles (GAAP).
• Recommend and implement process improvements to increase efficiency and accuracy.

Tax Services

• Prepare and review federal and state tax returns for:
• Individuals , Partnerships , Corporations , S-Corporations , Trusts and Estates
• Nonprofit Organizations
• Homeowner Associations
• Conduct tax research and stay current with tax law changes.
• Assist with year-round tax planning and tax-saving strategies.
• Communicate directly with clients to obtain information and resolve tax-related matters.
• Assist clients with tax projections and planning opportunities.

Assurance Services

• Independently Perform:
• Audits , Reviews , Compilations
• Prepare audit workpapers and supporting schedules.
• Collect and organize financial information for assurance engagements.
• Prepare practice aids and supporting engagement documents.
• Identify accounting and compliance issues and recommend solutions.
• Assist in evaluating internal controls and financial reporting processes.

Client Accounting Services

• Provide bookkeeping and write-up services for clients.
• Process and review payroll services.
• Assist clients with accounting maintenance.
• Support clients with financial reporting and compliance requirements.

Leadership & Firm Support

• Train and mentor junior staff members.
• Assist with reviewing staff work when assigned.
• Participate in improving firm procedures and workflow efficiencies.
• Build and maintain strong client relationships.
• Perform other duties and special projects as assigned by management.

Qualifications
Required

• Bachelor's degree in Accounting, Finance, or related field. CPA candidate or active pursuit of CPA licensure.
• 5+ years of public accounting experience.
• Experience preparing individual and business tax returns.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Experience preparing financial statements.
• Proficiency in Microsoft Excel.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Ability to work independently and as part of a team.

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