Position Overview
We are seeking an experienced Accounting Officer II to provide accounting, bookkeeping, payroll processing, tax preparation, and financial consulting services to customers. This role involves managing client relationships, preparing financial records and tax returns, and identifying opportunities to grow business.
Key Responsibilities
- Accounting & Bookkeeping: Prepare and maintain accurate financial records, provide bookkeeping services, and review customer financial information.
- Tax Preparation: Prepare basic and intermediate individual and business tax returns, assist with tax planning, and ensure compliance with state and federal tax regulations.
- Payroll Processing: Process payroll accurately and on time while maintaining complete and organized payroll records.
- Financial Consulting: Review customer financial data, provide basic accounting guidance, and recommend appropriate accounting and financial management strategies.
- Customer Relationship Management: Build and maintain relationships with existing customers, respond to inquiries, and provide professional, timely customer service.
- Business Development: Identify prospective customers, develop new business opportunities, promote accounting services, and expand existing customer relationships.
- Client Portfolio Management: Manage a portfolio of customers, meet service and revenue goals, and identify opportunities to offer additional services.
- Professional Development: Maintain required tax credentials, stay current with accounting and tax regulations, and participate in relevant training and educational programs.
Qualifications
- Bachelor's degree in Accounting, Business, or a related field, or equivalent education and experience with solid accounting coursework.
- 2-7 years of accounting experience preferred.
- Experience with bookkeeping, payroll processing, and tax preparation.
- Knowledge of accounting principles and their application to agricultural or farm accounting preferred.
- Must obtain and maintain a valid Preparer Tax Identification Number (PTIN).
- Proficiency in Microsoft Office and accounting and tax preparation software.
- Strong communication, interpersonal, customer service, and relationship management skills.
- Ability to manage multiple customer accounts, work independently, and meet deadlines.
- Willingness to travel as required.