Financial Clerk

6 days ago

Norcross, Georgia, United States Agile Consulting Group, Inc. Full time
Job Summary

We are seeking a detail-oriented and experienced accounting professional to join our team at Agile Consulting Group, Inc. as an Accounting Clerk. The successful candidate will be responsible for preparing, reviewing, and maintaining clients' financial records, specifically related to sales tax.

Key Responsibilities
  • Gathering clients' sales data information from various accounting and tax software programs such as QuickBooks Online, Shopify, WooCommerce, NetSuite, Avalara, TaxJar, etc.
  • Reviewing and confirming the accuracy of clients' sales data
  • Preparing drafts of clients' sales tax returns for monthly, quarterly, semi-annual, and annual filings to meet all regulatory requirements
  • Communicating with clients to receive approvals to complete and pay balances due for all pending filings
  • Providing feedback to clients on best practices, changes in tax laws, and other tax-related and customer service topics
Requirements
  • Availability: This is an in-office, onsite 5x per week position
  • Customer Service: A relentless dedication to customer service and exceeding client expectations
  • Education: Bachelor's degree, preferably in business, finance, or a related field
  • Experience: Proven track record of success in filing tax returns, preferably sales tax returns
  • Communication Skills: Excellent verbal and written communication skills, capable of conveying complex and technical tax matters to clients as well as interfacing with representatives from State Tax Agencies
  • Problem-Solving: Analytical mindset to understand clients' pain points and provide comprehensive, tailored solutions
  • Tech-Savvy: Proficiency in using Excel and other accounting and tax software programs such as QuickBooks Online, Shopify, WooCommerce, NetSuite, Avalara, TaxJar, etc.
  • Time Management: Ability to prioritize tasks and manage time effectively to meet filing deadlines
  • Team Player: Collaborative and able to work in a team-oriented environment
Compensation and Benefits
  • Full-time office role paying $20.00-$22.50 per hour
  • Opportunity to transition to a partial remote work schedule after demonstrating a track record of success with the company
  • Performance-based incentives
  • Medical, dental & vision insurance for full-time
  • Company 401(k) program, with employer matching for full-time
  • Company profit-sharing program for full-time
  • Paid vacation and holidays

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