Accounting Services Associate

Whitlock & Company - CPAs; Alcoa (TN); On-site; USD 60,000 - 80,000; Full time

Job summary

Whitlock & Company - CPAs in Alcoa, TN is seeking an experienced accountant to manage client portfolios including small businesses and HOA properties. You will handle weekly, monthly, quarterly, and annual accounting, payroll processing, and various tax filings.

This role requires 3+ years in public accounting, proficiency with QuickBooks Online and Microsoft Office, and a strong commitment to accuracy, organization, and regulatory compliance.

Qualifications

• Associate degree in Accounting or related field.
• 3+ years of experience in public accounting or multi-client bookkeeping.
• Experience with HOA/property management accounting preferred.
• Proficiency in QuickBooks Online and Microsoft Office Suite.
• Strong understanding of accounting principles and tax compliance requirements.
• Excellent organizational, time management, and multitasking skills in a deadline-driven environment.
• High level of accuracy and attention to detail.

Responsibilities

• Manage an assigned portfolio of CPA firm clients, including small businesses and HOA accounts.
• Prepare and process payroll, including payroll tax filings and year-end forms (W-2s, 1099s).
• Prepare and file monthly and quarterly indirect tax returns (sales tax, gross receipts tax, lodging tax, etc.).
• Complete annual reports, business tax filings, and license renewals.
• Process accounts payable and reconcile bank and credit card statements.
• Maintain and reconcile general ledger accounts; post adjusting entries across multiple entities.
• Manage HOA financials in QuickBooks Online and assist with client invoicing.
• Assist with HOA reporting, budgeting, and year-end financials for boards or managers.
• Stay current on payroll regulations and tax laws to ensure compliance.
• Prepare accurate and timely financial statements and customized client reports.

Skills

Attention to detail

Time management

Organization

Multitasking

Education

Associate degree in Accounting

Bachelor's degree preferred

Tools

QuickBooks Online

Microsoft Office

Job description

Responsibilities

• Manage an assigned portfolio of CPA firm clients, including small businesses and HOA/property management accounts, handling weekly, monthly, quarterly, and annual accounting functions


• Prepare and process payroll, including payroll tax filings and year-end forms (W-2s, 1099s), ensuring full compliance with federal, state, and local regulations


• Prepare and file monthly and quarterly indirect tax returns, including sales tax, gross receipts tax, lodging tax, restaurant tax, and similar filings


• Complete annual reports, business tax filings, and license renewals


• Process accounts payable and perform monthly bank and credit card reconciliations


• Maintain and reconcile general ledger accounts; prepare and post adjusting journal entries across multiple client entities


• Manage HOA financials using QuickBooks Online, including maintaining accurate books, tracking dues, and assisting with client invoicing (monthly, quarterly, or as needed)


• Assist with HOA-specific reporting, budgeting, and year-end financials for boards or property managers


• Stay current on changes in payroll regulations and federal, state, and local tax laws to ensure ongoing compliance


• Prepare accurate and timely financial statements and customized reports based on client needs

Requirements

• Associate degree in Accounting, Finance, Business Administration, or related field required; Bachelor's degree preferred


• 3+ years of experience in public accounting, CPA firm, or multi-client bookkeeping environment


• Experience with HOA/property management accounting preferred


• Proficiency in QuickBooks Online and Microsoft Office Suite


• Strong understanding of accounting principles and tax compliance requirements


• Excellent organizational, time management, and multitasking skills in a deadline-driven environment


• High level of accuracy and attention to detail