Job Description

Benefits: 401(k) 401(k) matching Health insurance Enrolled Agent or Certified Public Accountant Tax Advisory Group, LLC Greenville, SC 29615 Pay $50,000.00 - $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. The work is good. 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. In addition to financial accounting expertise, 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. 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 Prior work experience as a Full-Charge Bookkeeper or Staff Accountant Qualifications Active CPA license or on-track to obtain it or EA Certificate Minimum of five [5] years in Public Accounting 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 permanent position #J-18808-Ljbffr

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