Accounting and Tax Specialist

4 days ago


San Bernardino, California, United States Jacobson Jarvis & Co Full time
Accounting and Tax Specialist Job Description

We are seeking an experienced Accounting and Tax Specialist to join our team at Jacobson Jarvis & Co, PLLC. As a key member of our accounting department, you will be responsible for providing expert accounting and tax services to our clients. This includes general ledger maintenance, payroll processing, sales tax preparation, and income tax preparation, as well as month-end journal entries, fixed asset management, bank reconciliations, and financial statement reporting.

Responsibilities:

  • Prepare bank reconciliations for clients.
  • Produce monthly, quarterly or annual financial statements and accompanying reports for clients.
  • Prepare month-end journal entries for clients, including all workpapers.
  • Process bi-weekly and semi-monthly payroll using QuickBooks software and transmit payroll taxes electronically to IRS and EDD.
  • Prepare quarterly and annual payroll reports for clients using QuickBooks software and CSA.
  • Prepare quarterly sales tax reports and submit electronically on behalf of clients.
  • Prepare annual information returns (1096 & 1099's).
  • Manage multiple client accounts, including posting daily deposits, paying bills, responding to mail and correspondence, and working with clients to submit payroll to ADP on a semi-monthly basis.
  • Reconcile multiple bank accounts and work with the accounting manager to ensure all aspects of client management are covered.
  • Prepare individual and business income tax returns.

Estimated Salary: $60,000 - $90,000 per year, depending on experience and qualifications. Our firm offers a flexible and challenging environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for public accounting, we encourage you to apply for this exciting opportunity.



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