Tax Preparer / Accounting Professional

RW Tax Advisors, P.C.; Ankeny (IA); Vor Ort; USD 32.000 - 48.000; Vollzeit

Zusammenfassung

RW Tax Advisors, P.C. is seeking a Tax Preparer/Accounting Professional to deliver tax preparation, bookkeeping, and payroll services to clients in a public accounting setting.

The role emphasizes independent work, attention to deadlines, and ongoing professional education to stay current with tax developments. Competitive hourly compensation and a supportive team environment are offered during a busy season with balanced scheduling otherwise.

Qualifikationen

• Accounting degree Bachelor's degree or higher preferred; minimum Associates degree is required.
• CPA designation preferred but not required.
• Prior experience with ProSeries, QuickBooks, Excel, Word, and Outlook is preferred.

Aufgaben

• Tax Preparation: Prepare individual, business, and fiduciary tax returns using ProSeries; interact with clients to gather info and address issues.
• Bookkeeping: Reconcile client accounts in QuickBooks and prepare adjusting journal entries for tax prep.
• Payroll Services: Complete quarterly/annual payroll reporting and set up payroll tax accounts for clients.
• Other Projects: Assist with various tax and accounting projects as needed.
• Client Invoicing: Generate invoices for professional services.
• Continuing Education: Stay up to date on tax developments.

Kenntnisse

Tax preparation

Bookkeeping

Payroll services

Client invoicing

Continuing education

Ausbildung

Bachelors degree

Associates degree

Tools

ProSeries

QuickBooks

Excel

Word

Outlook

Jobbeschreibung

RW Tax Advisors, P.C. seeks a Tax Preparer/Accounting Professional for its public accounting firm. This individual is a valued member of our team, providing tax preparation, accounting, and payroll services to our clients. This role is instrumental to the firm’s success.

Primary Responsibilities:

• Tax Preparation: Prepare individual, business, and fiduciary tax returns using ProSeries tax software. Interact directly with clients to address tax issues, answer questions, and collect necessary information. Create year-end income tax projections and prepare tax workpapers.
• Bookkeeping: Utilize QuickBooks for reconciling client accounts on a monthly, quarterly, and annual basis. Record transactions and generate adjusting journal entries for a working trial balance used in tax preparation. Please note that our firm does not provide compilation, review, or audit services for financial statements.
• Payroll Services: Complete quarterly and annual reporting, initiate periodic payroll tax deposits, generate paychecks, and set up initial payroll tax accounts for clients.
• Other Projects: Assist with other various tax and accounting projects as needed.
• Client Invoicing: Generate invoices for the provision of professional services to clients.
• Continuing Education: Stay up to date on tax developments through ongoing professional education.

Schedule:

As a public accounting firm focused on tax preparation and consulting, we experience a traditional busy season providing opportunities for overtime during January through April 15 and a more relaxing schedule providing work/life balance during the rest of the year. The base schedule for the Tax Preparer/Accounting Professional position will be shown below. During busy season, there may be instances where additional hours are requested.

• January: Monday – Thursday, 8:30 a.m. – 4:30 p.m.
• February through mid-March: Monday – Friday, 8 a.m. – 5 p.m.
• Mid-March through April 15th: Monday – Thursday, 8 a.m. – 6 p.m.; Friday, 8 a.m. – 5 p.m.
• April 16th through December: Monday – Thursday, 8:30 a.m. – 4:30 p.m.
• Hourly pay commensurate with prior experience and education
• Paid time off

Education & Experience Requirements:

• Accounting degree – Bachelor's degree or higher is preferred; minimum Associate's degree is required.
• CPA designation is preferred but not required.
• Prior experience with software programs such as ProSeries, QuickBooks, Excel, Word, and Outlook is preferred.
• Prior experience in a public accounting environment is preferred.
• Ability to work independently in a deadline-driven profession.