Cpa - Certified Public Accountant

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

Cpa - Accountant Assistant

J. Otis Mitchell Co., P.C. Houston, Texas, United States

About this position

We’re looking for a motivated, detail-oriented certified public accountant assistant to help ensure clients' financial success. You’ll be in charge of executing excellence in preparing monthly financial statements for 25-40 clients, accounts payable checks for a few clients, payroll checks for a few clients, preparing payroll taxes (941, 940, TWC, and Sales Taxes) for a few clients, entering transactions in the general ledger, and reconciling bank statements. Preparing Federal Tax Returns: Individual 1040s, Corporate 1120s & 1120s’, Partnerships 1065s, Nonprofits 990s. Using the fully automated and integrated Accounting CS and UltraTax System (which is pushbutton turnkey). Preparing Budgets and Cash Flow Projections for CFO Client Services.

Compensation

$55,000

Responsibilities

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Responsible for "Hitting daily and weekly productivity Target Numbers" in preparing monthly financial statements and other activities, and using quality control checklists to ensure precision and promptness using Accounting CS.

• Enters and posts transactions in the general ledger utilizing knowledge of debits and credits and reconciles bank statements.

• Prepares accounts payable checks, account statements, reports, and other records, and uses a checklist to ensure precision and promptness.

• Prepares payroll checks and related reports and taxes, including 941, 940, TWC, W-2/3's, 1099/1096's and Sales tax returns, and uses a checklist to ensure precision and promptness.

• Reviews, balances, and interprets computer reports, and makes corrections.

• Assists employees, vendors, or clients by answering questions related to accounts, procedures, and services.

• Keeps client files up to date by filing all reports as needed on a DAILY basis.

• Prepares organized Tax eWorkPapers by scanning clients’ tax documents into the Electronic FileCabinet.

• Prepares tax returns for the Manager’s review using the Tax eWorkPapers and importing clients’ tax data from the accounting system: Individual 1040’s, Corporate 1120’s & 1120s’, Partnership 1065s, and Nonprofit 990’s using the integrated UltraTax Software.

• Prepares Budgets and Cash Flow Projections for CFO Client Services.

Qualifications

• Candidate must have a bachelor’s degree in accounting or similar field, Master’s degree preferred
• Strong understanding of generally accepted accounting principles (GAAP)
• At least 2 years of work experience in accounting services, financial services or related position
• Must exhibit exemplary problem-solving, communication, and time management skills
• Passing the uniform CPA examination from the AICPA is helpful.

About Company

J. Otis Mitchell Co., P.C. is a full-service CPA firm servicing small and emerging businesses. We provide:

• Monthly Financial Statements

• Individual Income Tax Preparation and Planning

• Business Income Tax Preparation and Planning

• Loan Packaging and Loan Brokering Services

• CFO Outsourced Cash Flow Services

• CEO Business Development Coaching Services

Our Vision: "World-Class Leader in Small Business Development!"

Our Mission: "Excellence in Adding Value to Small Business CEOs, Team Players, and Team Owners"