Investment Firm in Redlands, Ca is seeking an Accountant/Tax Preparer to join their team.

Why work here?

• Competitive Pay
• Direct Hire - Full Time
• Generous Benefits Package - Vision, Medical, Vacation, 401(k)
• Work life balance with an alternative work schedule. Work remote one day a week. Short day every Friday.
• Surround yourself working professionals striving to meet a common goal.

What do you need to Qualify?

• GAAP: 5 years (Required)
• Excellent Analytical skills
• Understanding of Tax (B.A.T) reporting

Preferred Qualifications:

• Tax: 3 years (Preferred)
• 501(c)3 accounting: 1 year (Preferred)
• S-Corp Tax Prep: 1 year (Preferred)
• C-Corp Tax Prep: 1 year (Preferred)
• LLC Tax Prep: 3 years (Preferred)

License/Certification:

• CPA (Preferred)
• Enrolled Agent with active PTIN (Preferred)

What a day as an Accountant/Tax look like?

• Working on client accounting files to provide accuracy relevant to Bookkeeping, Accounting, and Tax (B.A.T.) reporting.
• You will provide essential accounting services, in order to adequately update and manage client s financial documents and records.
• Work closely with Case Managers and Client Services Accounting Manager, ensuring client financials are in conjunction with any financial strategies recommended.
• In addition, you, will provide excellent analytical skills, while following proper accounting principles using GAAP accounting guidelines.
• Review client QB files to ensure accurate reporting, categorization, and representation.
• The accountant will also work directly with clients, external bookkeepers, CPA s, and tax preparers as needed in an accountant capacity.

Additional Responsibilities:

• Verifying, allocating, and reconciling client accounts
• Analyzing financial information and summarizing financial status
• Provide technical support to clients, and associated 3rdparty client associates as needed (CPA s, Bookkeepers, etc.)
• Collect and file client data as needed (QB files, financial statements, banking guest user access, etc.), to complete and reconcile client financials
• Review bookkeepers QB files to ensure their accuracy
• Work closely with internal Tax Preparer and Case Manager to ensure financials are in order, and tax returns are filed accurately, and on time
• Work closely with bookkeepers, to ensure accuracy in protocol, identify and provide training as opportunities arise
• Review and recommend modifications to accounting systems and procedures
• Assist Tax Preparer with the preparation of tax returns as needed
• Assist BAT Dept. and case managers with client audits to ensure compliance as needed
• Develop and document business processes and accounting policies to ensure accuracy and increase department efficiencies
• Collect, review, and implement changes within client QB files to external bookkeepers as needed
• Reconcile & close year end client financials with tax returns
• Review client financials monthly/quarterly based on complexity
• Work with Case Managers to prioritize clients
• Liaise with Case Manager and Operations manager to improve financial procedures year over year

CVAZQUEZ

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