Accounting Specialist (Bookkeeper/Tax Preparer)

Accounting Specialist (Bookkeeper/Corporate Tax Preparer)

Department: Small Business Services (SBS)

Division: Financial Services

Reports To: Vice President, Small Business Services

FLSA Status: Exempt

Salary: $32,000 + Generous Incentive Plan

SUMMARY:

Do Accounting work for individuals, corporations and big box jobs. Set up client file folder and send out introductory letter to client explaining what paperwork is needed on a monthly basis to do accounting. Do monthly and quarterly financial reports, reconcile bank statements and process quarterly payroll reports. Send W-2s and 1099 Misc. at year end, answer phones, call clients and write letters/fax for information when needed. Do individual, business & corporate Tax Returns. Process LLC paperwork for clients to become an LLC. Write up additional work contracts.

ESSENTIAL DUTIES & RESPONSIBILITIES

Composes and types routine correspondence, makes copies of correspondence or other printed materials

Answers and returns clients calls and research accounting information for client

Check off tasks completed in CMS

Puts notes in CMS on all correspondence to and from the client

Check in paperwork received from client

Set client up in Quickbooks and assigns general ledger account numbers

Copy client disk or zip disk into incoming file

Post checks and credit card entries on monthly basis from client

Reconcile clients bank statement monthly

Print balance sheet, income and expense reports each month

Mail monthly reports to clients along with any other paperwork

Do quarterly payroll reports for certain clients

Do Sales Tax reports for certain clients

Send paperwork to the Payroll Department in Texas for clients who request payroll

Do Federal and State Tax returns for sole proprietor, S-Corporation or C-Corporation

Assist Tax Resolution on big box jobs by sorting by years and months and complying all paperwork to do accounting for each year on contract

Fill out LLC Questionnaire and mail to client for signature

Fill out SS-4 Form and 2553 and 8832 to IRS

Send Articles of Organization to State

Make up SBS binders for Tax Consultants, Print Pages, sort pages for the 5 different categories, assemble and put into the binder and mail to consultants

Assist Tax Consultants on writing up SBS Engagements

Other tasks as deemed necessary or as determined by management

LANGUAGE SKILLS:

Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquires or complaints. Ability to write speeches and articles using original or innovative techniques or style. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to management.

MATHEMATICAL SKILLS:

Ability to calculate figures and amounts such as discounts, interest, commissions proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee frequently is required to sit and reach with hands and arms. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must frequently life and/or move up to 10 pounds and occasionally life and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

WORK ENVIORNMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to wet humid conditions. The noise level in the work environment is usually loud.Click here to apply online