Accounting & Tax CTEC

Job Description

Job Description

Key Responsibilities

Bookkeeping & Accounting

Perform daily bookkeeping services using QuickBooks Online and Xero.

Record and categorize financial transactions accurately and timely.

Reconcile bank, credit card, loan, and other balance sheet accounts.

Review client books for accuracy and completeness.

Identify discrepancies and resolve bookkeeping issues proactively.

Assist with month-end and year-end close procedures.

Payroll Support

Review payroll reports for accuracy.

Reconcile payroll liabilities and payroll-related accounts.

Ensure payroll activity is properly recorded in accounting systems.

Coordinate with payroll providers and clients as needed.

Tax Preparation Support

Prepare and organize financial reports and workpapers for tax return preparation.

Assist in gathering and reviewing tax-related documentation.

Coordinate with tax preparers to ensure complete and accurate information.

Support year-end tax engagements through timely and accurate bookkeeping.

Client Communication

Communicate directly with clients through phone, email, and virtual meetings.

Request missing information and documentation.

Provide bookkeeping updates and respond to client questions.

Build strong client relationships through exceptional service and communication.

Help clients understand their financial information in a professional and approachable

manner.

Team Collaboration

Work closely with tax preparers, advisors, and operations staff.

Participate in team meetings and workflow discussions.

Communicate project status and potential issues proactively.

Contribute ideas for improving internal processes and client service.

Qualifications

Required Skills & Experience

2+ years of bookkeeping experience.

Strong proficiency in QuickBooks Online.

Experience with Xero or willingness to become proficient quickly.

Strong understanding of accounting principles.

Experience performing reconciliations and maintaining accurate financial records.

Strong attention to detail and organizational skills.

Ability to manage multiple clients and deadlines simultaneously.

Excellent written and verbal communication skills.

Preferred Qualifications

Experience working in a CPA, tax, or accounting firm.

Payroll processing or payroll reconciliation experience.

Experience supporting tax return preparation.

Knowledge of business entity structures including LLCs, S Corporations, and

Partnerships.

The Ideal Candidate

The ideal candidate is:

Flexible and adaptable in a fast-paced environment.

A strong team player who collaborates well with others.

Personable and professional when interacting with clients.

Highly organized and detail-oriented.

Comfortable managing multiple priorities.

A proactive communicator who keeps clients and team members informed.

Someone who sees what needs to be done and takes initiative without waiting for

instructions.

Committed to delivering exceptional client service.

Success Measures

Success in this role will be measured by:

Accuracy of bookkeeping and reconciliations.

Timeliness of completed work.

Quality and responsiveness of client communication.

Clean and organized books ready for tax preparation.

Ability to manage multiple client engagements effectively.

Positive feedback from clients and team members.

Consistent follow-through and ownership of responsibilities.