Tax and Accounting Specialist

3 weeks ago


Metairie, United States Allday Consulting Group, LLC dba AlldayCPA Group Full time
Job DescriptionJob Description

I have this advertised as "Full-Time", but part-time, contract work, and remote work will be considered.

We are a very small CPA firm, located in Metairie, LA 

The job description is:

  • Client accounting work, which includes the following:
    • Bank, credit card, and loan reconciliations
    • Amortization of prepaid expenses
    • Calculation and recording of depreciation
    • Reviewing general ledger, trial balances, and financial statements
    • Posting adjusting journal entries
    • Prepare financial statements for clients.
  • Accounting software installation, setup, training, and support, which includes:
    • Installing and setting up QuickBooks Desktop and QuickBooks Online accounting software.
    • Training non-accountants on how to use QuickBooks
    • Provide accounting support
    • Provide QuickBooks support
    • Sage 50 Peachtree support
  • Payroll services, which include:
    • Preparing payroll, paying payroll taxes, and filing payroll tax returns for clients
    • Training and providing technical support for clients who do their own payroll
  • Sales tax preparation, which includes:
    • Having in-depth knowledge of sales tax law
    • Preparing sales tax returns for clients
    • Reviewing sales tax returns prepared by clients
    • Training clients on how to file sales tax returns properly
  • Income tax preparation, which includes:
    • Working knowledge of ProSeries tax software
    • Having in-depth knowledge of sales tax law
    • Preparing federal and state personal income tax returns
    • Preparing federal and state corporate income tax returns
    • Preparing federal and state partnership income tax returns
    • Preparing federal and state tax-exempt organization income tax returns
    • Doing online tax research
    • Taking tax training courses
  • Administrative duties, which include:
    • Answering the phones and greeting visitors
    • Tracking time worked throughout the day and recording it in our QuickBooks software
    • Setting up support calls that come in
    • Obtaining and recording information from client leads
    • Following up on client leads regularly
    • Update practice management spreadsheets
    • Preparing scanning documents, preparing emails and letters to clients
    • Preparing scanning documents, preparing emails and letters to federal, state, and local government agencies
    • Maintaining our company policy and procedure manuals

Our minimum qualifications for consideration are as follows:

  • Minimum of three years of CPA firm working experience as a staff accountant, doing all of the following:
    • Personal, partnership, corporation, and tax-exempt organization tax preparation
    • Sales tax preparation
    • Payroll preparation
    • QuickBooks Desktop and QuickBooks Online installation, setup, training and support
    • General ledger accounting and financial statement preparation
  • Accounting degree from a college or junior college
  • Currently resides in the Greater New Orleans area.

 


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