Financial Specialist

3 days ago


Naples, Florida, United States Cottrell Tax & Accounting, LLC Full time
We are seeking a highly skilled Tax Preparer to join our team at Cottrell Tax & Accounting, LLC. As a Tax Preparer, you will be responsible for preparing client tax returns, financial statements, and other accounting-related tasks. The ideal candidate will have a minimum of 2 years of experience in tax preparation and accounting, with strong knowledge of QuickBooks (QB) and working knowledge of Ultra Tax. You will also need excellent communication and organizational skills, as well as the ability to work independently and as part of a team.

Responsibilities:
* Prepare individual and business tax returns, including 1120-S forms
* Create financial statements from client data, including bank statements and credit cards
* Complete payroll tasks, such as after-the-fact 941, RT-6, 940, and W-2s
* Gather missing information from clients to complete tax returns and financial statements
* Communicate with clients via email and phone to clarify any issues or concerns

Benefits:
* Competitive salary ($50,000 per year)
* Opportunities for professional growth and development within the company
* A dynamic and supportive work environment

The successful candidate will have a strong attention to detail and the ability to work accurately under pressure. If you are a motivated and detail-oriented individual who is passionate about accounting and tax preparation, we encourage you to apply.

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