Financial Professional
3 weeks ago
**Job Summary:**
We are seeking a highly skilled Financial Professional to join our team at ShiftHR. As a key member of our accounting department, you will be responsible for providing bookkeeping services to our clients, as well as assisting with tax preparation work.
Responsibilities:- Perform day-to-day bookkeeping for multiple clients, ensuring accuracy and completeness.
- Manage accounts payable and receivable, bank reconciliations, and general ledger entries.
- Prepare financial statements and reports regularly.
- Handle tax preparation and filing for individual and business clients.
- Assist with tax planning and provide advice on tax-efficient strategies.
- Ensure compliance with all federal, state, and local tax regulations.
- Collaborate with our team to develop and implement accounting policies and procedures.
- Communicate effectively with clients to gather necessary information and answer any questions about their accounts or tax matters.
- Proven experience as a financial professional, focusing on bookkeeping and tax preparation.
- Strong understanding of accounting principles and tax regulations.
- Proficiency in accounting software (QuickBooks) and MS Excel.
- Ability to manage multiple clients and deadlines efficiently.
- Excellent attention to detail and problem-solving skills.
- Strong communication and interpersonal skills.
- CPA certification is a plus but not required.
We are a dynamic and growing company dedicated to providing our clients with high-level accounting, tax planning, and wealth management services. Our clients are entrepreneurs looking for a holistic approach to their financial needs, which we aim to provide.
**What We Offer:**
- A flexible work environment with the opportunity to gain equity in the business.
- Competitive compensation based on experience and performance.
- A set of benefits to fit our team's needs.
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