Amazing Accounting Firm Seeking Tax Accountant/Business Advisor!
We are an Executive Search Firm, partnering with our amazing client to find a Business Advisor/Senior Accountant/Enrolled Agent to join their team. This position reports to the Accounting Services Director, specializing in CFO advisory services.
Date Posted
August 26, 2024
Type
Full Time
Tax Accountant/Business Advisor
The ideal candidate will be able to:
• Provide management advisory services to a wide range of business enterprises
• Perform high level accounting, including charts of accounts and financial report development, financial performance analysis, and full charge bookkeeping oversight. and perform income tax planning and preparation for individuals and entities.
This individual must be highly skilled in QuickBooks and Microsoft Office and must be organized, detail oriented, accurate, proactive, confident, articulate, client-focused and a team player.
Key Responsibilities:
• Establish and maintain the accounting systems of small business clients. This includes maintenance of the chart of accounts, financial report formats and databases.
• Prepare financial statements, analyze performance, and make recommendations for business issues requiring corrective action.
• Prepare and present, on a periodic basis, Financial Impact Reports to clients.
• Oversee bookkeeper duties of entering sales and cash receipts, purchase invoices and payments, and payroll transactions. Review and approve bookkeeper journal entries.
• Ensure client bank statement reconciliations are completed on a timely basis.
• Oversee and approve payroll and prepare all required payroll tax reports.
• Instruct clients in the use of QuickBooks and assist them in the resolution of software problems.
• Maintain budget information and prepare forecasts as required.
• Prepare Excel spreadsheets, Word documents and Power Point presentations.
• Maintain the Client Work-In-Progress Status Report (Firm 350), logging in all incoming work and checking off work elements as they are completed.
• Monitor and be accountable for engagement clients assigned to you on the Client Matrix.
• Maintain excellent client relations, responding promptly to communications and keeping clients informed of issues and the like.
• Enter client time and billing information into QuickBooks and maintain and be accountable for budget to actual hour performance for clients assigned to you.
• Prepare personal and entity income tax returns.
• Perform any other duties as assigned by the CEO.
Education, Credentials and Experience Requirements:
• Enrolled Agent and/or CPA
• Minimum of a bachelor’s degree in business administration, Accounting, Finance, or Business Management
• Minimum of 5 years in public accounting, or corporate accounting/finance
• Minimum of 3 years income tax planning and preparation
Required Hard and Soft Skills:
• Must be able to work well with others, possess excellent customer service skills, and be highly analytical; must be able to provide advisory services to small businesses.
• Excellent verbal and written communication skills
• Proficiency in QuickBooks, ProAdvisor Certification preferred
• Proficiency in Microsoft Office, Excel, Word, and Power Point
• Proficiency in tax software, especially in Ultratax
• Ability to set up small business accounting systems
• Must be accurate and quick, while paying close attention to details
• Must be able to maintain client reporting schedules
• Bilingual in English and Spanish a significant plus
If interested, please email: kelly@nevadahrteam.com