CPA Assistant: Precise Financials & Tax for Small Biz

J. Otis Mitchell Co., P.C.; Houston (TX); On-site; USD 47,000 - 63,000; Full time

Job summary

J. Otis Mitchell Co., P.C. in Houston, TX is seeking a motivated CPA Assistant to support monthly financial statements for 25-40 clients, payroll/taxes, and general ledger entries using Accounting CS and UltraTax.

The role emphasizes accuracy, promptness, and compliance with GAAP, with duties ranging from AP/Payroll processing to tax return preparation and CFO-focused budgeting support.

Qualifications

• Bachelor’s degree in accounting or similar field; Master’s degree preferred.
• Strong understanding of GAAP.
• At least 2 years of work experience in accounting services or related position.
• Must exhibit exemplary problem-solving, communication, and time management skills.
• Passing the Uniform CPA examination from the AICPA is helpful.

Responsibilities

• Responsible for hitting daily and weekly productivity target numbers in preparing monthly financial statements and other activities, using quality control checklists.
• Enters and posts transactions in the general ledger and reconciles bank statements.
• Prepares accounts payable checks, statements, and reports using a checklist for precision and promptness.
• Prepares payroll checks and related reports and taxes (941, 940, TWC, W-2/3, 1099/1096, sales tax) using a checklist.
• Reviews, balances, and interprets computer reports and makes corrections.
• Assists employees, vendors, or clients by answering questions related to accounts and procedures.
• Keeps client files up to date by filing reports daily.
• Prepares organized Tax eWorkPapers by scanning tax documents into Electronic FileCabinet.

Skills

GAAP understanding

Problem-solving

Communication

Time management

Education

Bachelor’s degree in accounting

Master’s degree preferred

Job description

J. Otis Mitchell Co., P.C. in Houston, TX is seeking a motivated CPA Assistant to support monthly financial statements for 25-40 clients, payroll/taxes, and general ledger entries using Accounting CS and UltraTax.

The role emphasizes accuracy, promptness, and compliance with GAAP, with duties ranging from AP/Payroll processing to tax return preparation and CFO-focused budgeting support.