Financial Data Specialist

3 weeks ago


Birmingham, Alabama, United States Phillip Morgan & Company P.C. Full time

We are seeking an experienced Financial Data Specialist to join Phillip Morgan & Company P.C. as a key member of our team. As a Financial Data Specialist, you will be responsible for processing payrolls, preparing payroll tax returns and W-2s, as well as assisting with monthly, quarterly and annual financial statements for our clients.

Key Responsibilities:

  • Obtain primary financial data from clients
  • Compute and record financial data
  • Process payrolls for clients
  • Prepare payroll tax returns
  • Prepare W-2s and 1099s
  • Check the accuracy of business transactions
  • Perform data entry and administrative duties
  • Reconcile bank accounts

Requirements:

  • Previous experience as a bookkeeper with a public accounting firm
  • Fundamental knowledge of GAAP
  • Ability to prioritize and multitask
  • Strong organizational skills
  • Deadline and detail-oriented


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