Financial Analyst

4 days ago


Naples, Florida, United States McDonald & Osborne PA Full time
About Our Firm

McDonald & Osborne, P.A. is a well-established and respected accounting firm providing comprehensive financial services to a diverse range of clients.

Job Summary

We are seeking a skilled and motivated Accountant to manage financial records, prepare financial statements, tax returns, and ensure compliance with regulatory requirements for our clients.

Key Responsibilities:
  1. Financial Statement Preparation: Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements for clients.
  2. Tax Preparation and Compliance: Prepare and file federal, state, and local tax returns for individuals, corporations, partnerships, and other entities. Ensure compliance with tax regulations and deadlines.
  3. Client Accounting Services: Provide bookkeeping and accounting services to clients, including managing accounts payable, accounts receivable, payroll, and general ledger entries.
  4. Continuing Education: Stay current with changes in accounting standards, tax laws, and industry best practices. Participate in continuing education and professional development opportunities.
Qualifications:
  • Degree in accounting, finance, or a related field.
  • At least 3 years' experience as an accountant in an accounting firm or similar environment.
  • Strong knowledge of accounting principles, tax regulations, and financial reporting standards.
  • Proficiency in accounting software (e.g., QuickBooks) and Microsoft Excel.
  • Experience with Thomson Reuters accounting and tax software (i.e. UltraTax CS, Accounting CS) is a plus.
  • Excellent analytical, problem-solving, and organizational skills.
  • Attention to detail and accuracy in work.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple tasks and meet deadlines.
  • High level of integrity and professionalism.
Compensation and Benefits:
  • Competitive salary: $60,000 - $80,000 per year.
  • Health, life, disability, dental, and vision insurance.
  • Company funded HSA.
  • Retirement plan with company match.
  • Paid time off and holidays.
  • Professional development and continuing education opportunities.
  • Supportive and collaborative work environment.

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