The Accountant is responsible for performing a variety of accounting-related functions for the client, such as processing tax returns, coordinating the collection of required documents and information, bookkeeping, research, reconciliation, and budgeting.

SCHEDULE: 3 AM – 12 PM EST follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

• Prepare the following Tax Returns:

o   Personal Tax Return

• Prepare workpapers using firm order of file
• Use firm templates for auto, sch D, foreclosures, etc.

o   Business Tax Returns

• Prepare workpapers using firm order of file
• Use firm templates for auto, M-1 reconciliation, etc.
• Review client books and make adjustments for year-end
• Recognize and make journal entries for M-1 Adjustments
• Prepare Depreciation Schedule
• Prepare Uniform capitalization Workpapers
• Prepare construction client workpapers- completed contract/percentage of completion
• Use Engagement for Tax trial balance
• Contact client for information or documents required to complete returns
• Conduct independent research of all necessary laws prior to submitting return to reviewer
• Prepare tax return within budget and be able to access if additional time is warranted
• Provide reviewer with a complete and accurate return to avoid open items
• Prepare the following tax projections and planning tasks for clients:

o   Determine tax liability

o   Salary requirements

o   Payroll Liabilities

o   Determine estimated payments

• Handle correspondences with IRS and state agencies and teleconferences and perform the following tasks:

o   Prepare payment plan paperwork

o   Prepare Powers of Attorney

o   Prepare S Election

o   Prepare SS-4

o   Prepare State registrations

• Perform external bookkeeping and perform the following relevant tasks:

o   Adjust balance sheet after tax returns completed

o   Handle year-end adjustments

o   Provide internal and external QuickBooks support for our clients

o   Collect tax return information for tax preparer

• Review all monthly and quarterly bookkeeping and perform the following relevant tasks:

o   Update bookkeeping and payroll lists to show that clients work is completed in timely manner

o   Prepare W-2s W-3s 1099 1096 at year end firm procedures

• Adhere to all firms’ policy and procedures
• Work within budgets or be able to access project and additional hours required
• Enter time in practice daily at a minimum or as project completed
• Meet with tax manager to review progress of priorities, budget, and weekly work plan

QUALIFICATIONS

• Bachelor’s degree in Accounting or Finance-related field
• Proficient on tax and accounting software/tools such as: Microsoft Word Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeper
• Excellent grasp of all Microsoft 365 applications
• Excellent verbal and written communication skills
• Aptitude in data management, analytics and reporting preparation
• Ability to function in an autonomous environment—independent worker, self-directed