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January 27, 2023

PT Bookkeeper/Tax Preparer

Accountingfly

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Job Title: PT Bookkeeper/Tax Preparer
Location: Philadelphia, Pennsylvania (Remote Based)
Hiring Company: Accountingfly
You’re a skilled accounting professional with previous experience handling bookkeeping and tax prep for multiple clients and you’re looking for a modern and vibrant accounting firm to call home. You have your CPA or EA (or are in pursuit of one of these licenses) and you’re looking for a home where you can put it to use as a PT Bookkeeper/Tax Preparer. See below, we’ve found your match!

Job Type:

Full time or Part time, W2
Location: REMOTE within the US
Compensation: $30-$35 per hour

Our client, a progressive cloud accounting firm is seeking a REMOTE PT Bookkeeper/Tax Preparer to join their growing team. You will work on a portfolio of clients, while intimately getting to know them and their businesses while working for a firm focused on building relationships with their clients.
  
Responsibilities Include:
  
Your tasks in this role will vary day to day. Our client has built-in, recurring deadlines that will need to be met. They keep routine, but avoid the mundane.

  • Record bank, credit card, and merchant account information in the general ledger via bank feeds in the client’s accounting software
  • Accounts receivable and accounts payable
  • Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations
  • Review data recorded during the period and close the books monthly/quarterly; prepare reports on both a cash and accrual basis
  • Create and maintain workpapers for clients
  • Bank, credit card, merchant account, and balance sheet account reconciliations
  • Troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)
  • Sales tax preparation
  • Tax projections
  • Research
  • Work with various state and federal agencies to register businesses, obtain EINs, register payroll, and respond to notices
  • Payroll management including onboarding new employees, terminating employees, managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, new client setups, and payroll processing for hourly employees
  • Annual income tax preparation (individual and business)
  • Budget and forecasting preparation and analysis
  • Work with clients to obtain necessary information and supporting documents
  • Advise clients on their small business accounting and tax needs
  • Keep client files organized digitally (the only time we mess with paper is when we’re counting it)

  
Qualifications:
  
If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list, it’s by no means a requirement.
  

  • At least five years of accounting experience, managing multiple clients preferred
  • CPA preferred
  • Experience working with small businesses (specifically closely held pass-through entities)
  • Experience with accrual / GAAP reporting and workpapers
  • Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp and Partnerships)
  • Strong problem solving and analytical skills
  • A love for technology and intuitive computer skills
  • Ability to take ownership, while realizing when it’s time to reach out for help
  • A deep understanding of the financial statements; the relationship between them, what it all means, and the ability to explain the numbers to clients in their language
  • Strong excel skills; you don’t need to know how to build macros but if a string of formulas goes awry you should be able to troubleshoot and correct

  
Requirements:

  • Willing to undergo a background check

  
Current Client Benefits Offered:

  • PTO
  • Health insurance stipend
  • 401k match
  • Advancement opportunities
  • Flexible schedule
  • Summer Fridays

782094

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