EXPERIENCED INCOME TAX SPECIALIST

EXPERIENCED BOOKKEEPER, PART TIME

Seeking a professional, experienced, part-time flexible bookkeeper to work with a wide variety of clients. Successful candidates will be knowledgeable and self-directed.

• Works in various accounting software and services effectively and independently learns new skills as required.
• Communicates effectively with client or client representatives to gather information, answer questions, assist with in-house functions, and establish appropriate scheduling expectations.
• Maintains records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance.
• Able to develop a system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.
• Maintains subsidiary accounts by verifying, allocating, and posting transactions.
• Balances subsidiary accounts by reconciling entries.
• Maintains general ledger by transferring subsidiary account summaries.
• Balances general ledger by preparing a trial balance; reconciling entries.
• Maintains historical records by filing documents electronically.
• Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
• Calculates and files all state and federal gross receipts and payroll taxes as needed.
• Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions. Stays informed on all legal and procedural changes.
• Able to assess status of existing records and make adjustments and corrections as needed.
• Contributes to team effort by accomplishing related results as needed.
• Adheres to the company’s Written Information Security Plan (WISP) to safeguard valuable client information.
• Fulfills other responsibilities as requested by the supervisor.

Bookkeeper Qualifications / Skills:

Developing Standards                                          

Analyzing Information                                           

Dealing with Complexity                                       

Troubleshooting and corrections

Reporting Research Results

Data Entry Skills

Accounting in various software packages

SFAS Rules

Attention to Detail

Confidentiality

Thoroughness

Accurate record-keeping

Education, Experience, and Licensing Requirements:

• Bachelor’s degree in accounting, finance, or related field and/or comparable practical experience
• CPA is a plus
• Strong computer skills, including Word, Excel, and PDF manipulation
• Previous bookkeeping experience in multiple fields preferred
• Experience in working with multiple legal entities under different legal umbrellas
• Ability to obtain PTIN and Login.gov credentials

Working Hours and Attendance

Salaried employees are expected to set a standard work schedule, and are responsible for completing their job duties within this time frame. Salaried employees may work fewer hours only when all assigned tasks are completed and with prior approval from the supervisor.

Hourly employees must set a standard work schedule, and complete their assigned work during that time frame. Due to fluctuating workload, additional hours or fewer hours may sometimes be required. If overtime is needed to complete the assigned workload and/or special projects, discuss it with the supervisor. Any overtime exceeding one hour per pay period must be authorized by the supervisor in advance.

For all employees, it's essential to liaise with the supervisor upon finishing assigned tasks to determine the availability of additional assignments.

Paid Time Off must be approved in advance and will not be accommodated during peak season or times of additional workload.

• Prepare tax returns, payments, and related reports.
• Resolve complex tax issues or errors in filings by finding effective tax solutions.
• Identify legal tax-saving opportunities and recommend strategies to enhance profits.
• Ensure client compliance with federal, state, and local tax regulations.
• Communicate effectively with clients or their representatives to gather information, address queries, aid in in-house functions, and establish data collection expectations.
• Advise management on the implications of tax liabilities, corporate strategies, and new tax laws.
• Stay updated on tax changes and industry trends by engaging in educational opportunities, professional organizations, networks, and publications.
• Provide tax planning services upon client request.
• Reconcile the company’s bank statements and maintain bookkeeping ledgers.
• Conduct analysis of the general ledger, balance sheet, and profit and loss statements.
• Rectify financial data inaccuracies identified by the bookkeeper.
• Generate the company’s financial reports for tax purposes.
• Monitor the company’s financial status and ensure accuracy.
• File and remit taxes and other financial obligations.
• Initiate and oversee financial and accounting software used by the company.
• Adhere to the company’s Written Information Security Plan (WISP) to safeguard valuable client information.
• Fulfill other responsibilities as requested by the supervisor.

Tax and Accounting Specialist Skills:

Attention to Detail                             Ethical Standards

Problem-Solving                               Organization and Time Management

Financial Reporting                           Continuous Learning

Regulatory Compliance                    Taxation Expertise

Software Proficiency                         Client Service               

Analytical Skills

Education, Experience, and Licensing Requirements:

• Bachelor’s or higher degree in accounting, finance, or related field
• CPA is a plus
• Previous tax and accounting experience preferred

Working Hours and Attendance

Salaried employees are expected to set a standard work schedule, and are responsible for completing their job duties within this time frame. Salaried employees may work fewer hours only when all assigned tasks are completed and with prior approval from the supervisor.

Hourly employees must set a standard work schedule, and complete their assigned work during that time frame. Due to fluctuating work load, additional hours or fewer hours may sometimes be required. If overtime is needed to complete the assigned workload and/or special projects, discuss with the supervisor. Any overtime exceeding one hour per pay period must be authorized by the supervisor in advance.

For all employees, it's essential to liaise with the supervisor upon finishing assigned tasks to determine the availability of additional assignments.

Paid Time Off must be approved in advance, and will not be accommodated during peak season or times of additional workload.