Job Description

Job Description

Job Description

Enrolled Agent or Certified Public Accountant

Tax Advisory Group, LLC

Greenville, SC 29615

Pay

 

$40,000.00 - $75,000.00 per year

 

Job type

· Full-time

Number of openings for this position

· Two

Schedule

· Monday to Friday

Benefits

· Paid time off, 401(k), Health Insurance Program

Job Description

We are looking for Enrolled Agents or Certified Public Accountants to work and advance in our growing business.

We are accepting applications from candidates who are looking for both full-time and part-time positions.

The work is good. We are looking for persons who can do business and personal income tax returns with advanced tax software such as ProSystem Fx, UltraTax, or Drake.

In addition to tax return preparation, regular financial accounting responsibilities will be to manage the monthly posting and analysis of income and expense transactions and include reconciling bank and credit card accounts to monthly statements, processing payroll, and completing other usual tasks depending on a particular client's needs.

To be successful in this role, you must demonstrate operational expertise with QuickBooks Desktop and QuickBooks Online financial accounting software. You must also demonstrate operational expertise with advanced payroll services such as Paychex or ADP.

Even more important than properly entering and reconciling monthly financial accounting transactions into QuickBooks, we are looking for persons who can interpret the resulting financial statements and insightfully report about them to managers and clients.

We use computers extensively in our work, so general computer literacy beyond using the software mentioned above is required. We also require proficient operation of a 10-key calculator.

Because of the need to interact with managers and multiple clients on a regular basis, we are looking for persons who can multi-task under pressure with accuracy. This is particularly important.

In addition to good technical ability and personal capability, we are looking for persons who will be good communicators with clients and coworkers, like working together in a pleasant team environment, and are open to personal and financial advancement.

Tax Preparation Responsibilities

• Work with Administrative Staff to initially receive client tax return information and other information so that work can be completed timely
• Communicate directly with our clients to gather additional information on unusual or unexpected items and to inquire about previous year changes
• Accurately input all tax return information
• Communicate with the Tax Manager when guidance or support is needed
• Report to the Tax Manager when income tax returns or income tax planning documents are complete and ready for review and approval
• After approval, print income tax returns and tax return input forms to the firm's electronic file cabinet and then push the approved income tax returns to the client's portal
• Complete checklists and status reports for completed work

Financial Accounting Responsibilities

• Manage assigned clients to receive financial transactions and other information so that work can be completed timely
• Prepare payrolls accurately and timely
• Accurately input all accounting transactions
• Reconcile bank and credit card accounts
• Reconcile other accounts depending on a particular client's needs
• Communicate with the client to gather additional information on unusual or unexpected transactions
• Communicate with the Accounting Manager when guidance or support is needed
• Report to the Accounting Manager when the month's financial activity and analysis is complete and ready for approval
• After approval, print the monthly, quarterly or annual financial sets to the firm's electronic file cabinet
• Push the financial sets from the firm's electronic filing cabinet to the client's portal
• Complete checklists and status reports for completed work

Requirements

• Good communicator with a good personality
• Expertise using a computer and a 10-key calculator
• Expertise using QuickBooks Desktop and QuickBooks Online financial accounting software
• Expertise using MS Word, Excel, Outlook and Teams software
• Strong attention to detail and good analytical skills
• Knowledge of accounting functions and procedures
• Some prior work experience as a Full-Charge Bookkeeper or Staff Accountant

Qualifications

• Active EA Certificate or CPA license (or on-track to obtain CPA license) 
• Prefer two [2] years or more tax return preparation experience

Physical Setting

· Office

Work location

· One location; 201 Roper Creek Drive, Greenville, SC 29615

Resume required

· Yes

Send application updates to

· kburnett@wealthtrainingacademy.com

Expect to hire within

· Hire immediately for full-time or part-time permanent position

Job Tags

Permanent employment, Full time, Part time, Work experience placement, Work at office, Immediate start, Monday to Friday,

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