Financial Operations Specialist

1 day ago


Utica, New York, United States John D. Dickson CPA PC Full time
Job Summary

We are seeking a highly skilled Financial Operations Specialist to join our team at John D. Dickson CPA PC. The ideal candidate will have expertise in bookkeeping, payroll, and tax preparation, with a strong focus on accuracy and attention to detail.

The successful candidate will be responsible for daily, monthly, and yearly bookkeeping, payroll, and tax preparation using QuickBooks, Lacerte, and After the Fact software. They will also be involved in client planning, cash management, client vendor management, employee payroll tax records, tax preparation, insurance audits, and processing.

Key responsibilities will include data input, account reconciliation and analysis, journalizing payroll, credit card review, journal input, copying client data, managing accounts payable, paying client vendors, report generation, and property and equipment accounting.

Additionally, the Financial Operations Specialist will be responsible for payroll duties, including review of payroll hours, input of payroll data, employee record management, online and manual weekly, monthly, quarterly, and annual filing preparation and processing, managing payroll deposits, ordering payroll-related supplies, updating payroll software, coordinating and completing workers' compensation audits, and accessing outside payroll providers for data and delivering payroll documents.

The successful candidate will also be responsible for tax preparation duties, including individual and business income tax preparation and processing, copying client data, and processing tax organizers for individual clients. Daily client data management and tracking, ordering tax preparation supplies, and client interface for data follow-up will also be key responsibilities.

We are looking for a highly organized and detail-oriented individual with excellent communication skills and a strong work ethic. If you are a motivated and experienced accounting and tax professional, we encourage you to apply for this exciting opportunity.


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