Accounting and Tax Professional

3 weeks ago


Waterford, Michigan, United States Fitzpatrick Financial Services, Inc Full time
Job Summary

We are seeking a highly skilled Accounting and Tax Professional to join our team at Fitzpatrick Financial Services, Inc. in Waterford, MI. This full-time position will require 40 hours per week from January through April, with varied hours from 16 to 40 hours per week from May through December.

The successful candidate will provide support to accountants and tax preparers by communicating with clients, managing schedules, performing bookkeeping and payroll tasks, and maintaining office organization.

Key Responsibilities:

  • Communicate with clients via phone and email
  • Organize and schedule meetings and appointments
  • Maintain contact lists and manage office inventory
  • Produce correspondence, memos, letters, faxes, and forms
  • Filing and record-keeping
  • Quickbooks data entry and bank reconciliation
  • Prepare payroll checks, reports, and tax payments
  • Check, copy, and package tax returns
  • Tax Return transmissions and acceptance retrievals

Requirements:

  • Knowledge of basic individual tax returns
  • Understanding of financial statements and accounting concepts
  • Office management systems and procedures
  • Prioritization, multitasking, and organizational skills
  • Strong written and verbal communication skills
  • Proficiency in MS Office

Compensation: The estimated salary for this position is $45,000 - $55,000 per year, depending on experience.



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