Accountant

ROLE SUMMARY

The Accountant is responsible for performing a variety of accounting-related functions for the client, such as processing tax returns, coordinating the collection of required documents and information, bookkeeping, research, reconciliation, and budgeting.

SCHEDULE: 9 AM – 6 PM Eastern DaylightTime (9 PM - 6 AM Philippine Local Time) follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Prepare the following Tax Returns:

o   Personal Tax Return

§  Prepare work papers using firm order of file

§  Use firm templates for auto, sch D, foreclosures, etc.

o   Business Tax Returns

§  Prepare work papers using firm order of file

§  Use firm templates for auto, M-1 reconciliation, etc.

§  Review client books and make adjustments for year-end

§  Recognize and make journal entries for M-1 Adjustments

§  Prepare depreciation schedule

§  Prepare uniform capitalization workpapers

§  Prepare construction client work papers like completed contract/percentage of completion

§  Use engagement for tax trial balance

·       Contact client for information or documents required to complete returns

·       Conduct independent research of all necessary laws prior to submitting a return to the reviewer

·       Prepare tax return within budget and be able to access if additional time is warranted

·       Provide reviewer with a complete and accurate return to avoid open items

·       Prepare the following tax projections and planning tasks for clients:

o   Determine tax liability

o   Salary requirements

o   Payroll Liabilities

o   Determine estimated payments

·       Handle correspondences with IRS and state agencies and teleconferences and perform the following tasks:

o   Prepare payment plan paperwork

o   Prepare Powers of Attorney

o   Prepare S Election

o   Prepare SS-4

o   Prepare State registrations

·       Perform external bookkeeping and perform the following relevant tasks:

o   Adjust balance sheet after-tax returns completed

o   Handle year-end adjustments

o   Provide internal and external QuickBooks support for our clients

o   Collect tax return information for tax preparer

·       Review all monthly and quarterly bookkeeping and perform the following relevant tasks:

o   Update bookkeeping and payroll lists to show that clients’ work is completed in a timely manner

o   Prepare W-2s W-3s 1099 1096 at year-end firm procedures

·       Adhere to all firms’ policies and procedures

·       Work within budgets or be able to access project and additional hours required

·       Enter time in practice daily at a minimum or as the project completed

·       Meet with tax manager to review the progress of priorities, budget, and weekly work plan

QUALIFICATIONS

·       Bachelor’s degree in accounting or finance-related field

·       Proficient in tax and accounting software/tools such as: Microsoft Word, Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeper

·       Licensed as a certified public accountant is a plus

·       Excellent grasp of all Microsoft 365 applications

·       Excellent verbal and written communication skills

·       Aptitude in data management, analytics, and reporting preparation

·       Ability to function in an autonomous environment—independent worker, self-directed