Job Details

Bookkeeping

• Assist in maintaining accurate financial records for clients, including recording transactions, reconciling accounts, and preparing basic financial statements.
• Keep clients updated monthly and send confirmation requests quarterly.
• Send out confirmation requests and follow up with clients regarding outstanding information or documentation needed
• Support the calculation and timely payment of sales taxes, as needed.
• Keep up with monthly and quarterly sales tax payments and filings
• Scanning and organizing financial documents.
• Responding to client inquiries, providing status updates, and managing client correspondence.
• Preparing reports, including PTR form preparation, 1099 preparation and filing, and other business filings.
• Assisting with audits and other administrative responsibilities as required.
• Performing other duties as assigned to support the accounting department and meet the needs of the Firm.

Tax Preparation

• Prepare tax returns for clients with accuracy and in a timely manner.
• Ensure all filings are submitted promptly for review and meet applicable deadlines.
• Handle tax extension filings and prepare amended returns as needed.
• Scan and organize source documents as part of the preparation process.
• Keep client folders updated and properly maintained.
• Send out portal invitations to clients as needed during tax season.