- Manage bookkeeping and accounting activities for multiple client accounts.
- Perform monthly bank, credit card, and account reconciliations.
- Support month-end close and prepare and review financial statements and general ledger activity.
- Identify and resolve accounting discrepancies and issues.
- Prepare and review individual and business tax returns, and assist with tax planning, compliance, and research.
- Gather and organize client tax information and supporting documentation.
- Manage multiple client engagements and deadlines, communicate with clients, and follow up on outstanding information.
- Work with the CPA to ensure accurate and timely tax deliverables.
- Review junior accounting staff work, mentor team members, and serve as a first point of escalation for accounting questions.
- Improve accounting workflows, documentation, and quality-control processes.
AccountingBookkeeping