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Tax & Accounting Senior Associate

Kamuela, Hawaii
Job Type
19 May 2023
Summary of Responsibilities:

In this role, your primary responsibility will be to assist the Tax and Accounting Service Partner supervise and monitor the monthly accounting process while providing outstanding personal service to a section of our small business clientele with tax and accounting services.

Essential Duties:

Review monthly financial statements of accounting service clients prepared by associate and paraprofessionals
Assist the Tax and Accounting Service Partner monitor the day to day operations of the accounting service department to ensure monthly client work is being done effectively and efficiently
Assist paraprofessional and associate staff with the development of their monthly accounting service procedures for assigned clients and properly document processes within the firm's workflow process
Provide support and assistance to tax and accounting service employees to answer client inquiries and requests
Responsible for the preparation of business and individual tax returns for small business clients
Manage the accounting service departments workflow process, onboarding process, and training for associates and paraprofessional with the guidance of the Tax and Accounting Service Partner
Perform weekly check-ins with accounting service associates and paraprofessionals

Other Duties:

Provide coverage of monthly accounting service client work when associates or paraprofessionals are on vacation or out sick
Assist the Tax and Accounting Service Partner with the monitoring of the time and billing activities of the accounting service department
Coordinates and controls the retention of the firm's accounting and legal records, ensuring that all information is safely stored and available on short notice.
Performs other duties as assigned from time to time.

Education, Experience, and Skills Required:

Must be computer savvy; embrace and learn new technology with ease!
Four-year college degree required, preferably in accounting, finance, or business.
Attention to detail and the ability to manage multiple projects.
Passion for small businesses and their success!
Upbeat, confident, and friendly personality.
Excellent problem solver; offer ideas and recommendations to clients.
Passion for small businesses and their success is a must!
Be able to work with any type of small business owner.
Upbeat, confident, and friendly personality.
2+ years of accounting supervisory/managerial experience preferred.
Tax return preparation (1040, 1065, 1120) experience preferred.
2+ years' experience at a CPA firm preferred.
CPA or EA license preferred
QuickBooks ProAdvisor preferred
An individual in this position will need to be familiar with the following software, accounting concepts, and business concepts listed below.
QuickBooks and Xero
CCH Axcess tax software
Microsoft Office
Journal entries
Debits and credits
Types of business entities
Individual income, small business, and payroll tax laws
Assisting with third party payroll processing via Gusto or ADP
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  • Job Reference: 1010170239-2
  • Date Posted: 19 May 2023
  • Recruiter: Verity CPAs
  • Location: Kamuela, Hawaii
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent