Senior Financial Analyst
2 months ago
RUIZ CPA & ASSOCIATES PC is seeking a highly skilled and experienced Tax Accountant to join our team. As a key member of our accounting department, you will be responsible for preparing financial statements, tax returns, and providing exceptional customer service to our clients.
Key Responsibilities- Financial Statement Preparation
- Prepare accurate and timely financial statements for business clients
- Ensure compliance with all relevant accounting standards and regulations
- Tax Return Preparation
- Prepare 1040, 1120, and 1065 federal tax returns using Ultra Tax Software
- Prepare 941, 940, TWC, W-2, and 1099 reports
- Customer Service
- Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely manner
- Build and maintain strong relationships with clients, ensuring their needs are met and exceeded
- Accounting and Bookkeeping
- Review and reconcile the general ledger regularly
- Request, collect, and compile all necessary documents
- Team Collaboration
- Work collaboratively with other team members to achieve shared goals and objectives
- Contribute to a positive and productive team environment
- Education
- Bachelor's degree in Accounting or relevant field required
- CPA or EA certification preferred
- Experience
- Minimum 3 years of experience as an accountant
- Corporate and personal tax experience required
- Skills
- Exceptional computer skills, including Microsoft Office and databases
- Familiarity with QuickBooks and financial statements
- Excellent communication and interpersonal skills
- Able to thrive in a deadline-driven environment
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