Accounting Services Senior

POSITION SUMMARY

At the senior level, an individual is expected to be knowledgeable with the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRS regulations and code, FLSA, and TWC sections and regulations; and obtain a working knowledge of research techniques and the various research sources available to the Firm. At the Senior level, this individual must have strong project management, organization and client relationship skills. Additionally, this position requires a self-motivated employee who requires minimal supervision. Must be able to learn new software quickly. Must be able to work individually and with other team members. Must be able to manage multiple projects and deadlines.

• Prepare financial statements through QuickBooks or applicable software, including:
  • Make Journal Entries for depreciation and amortization
  • Allocate income and expenses using class tracking and/or job costing features
  • Create and maintain Excel spreadsheets to calculate allocations of various expenses and make Journal Entries
  • Review client entries and make corrections by Journal Entry, as needed
  • Prepare Balance Sheet, Profit and Loss, Cash Flow Statements and General Ledger reports
  • Report potential bookkeeping problems to internal management
  • Communicate with clients about their books and gather missing information
  • Educate clients on Best Practices to maintain their books properly

• Review accounting files prepared by clients to make ready for tax preparation and make adjustments by Journal Entry, as needed
• Collaborate with clients, and assist them as they identify accounting needs, support them on bookkeeping issues, and provide them with training on basic accounting knowledge
• Set up new accounting files with chart of accounts in applicable software
• Prepare and review accounts payable and accounts receivable, as required
• Review staff work
• Prepare and review payroll, including making EFTPS tax payments and annual forms W2, W3, 1099, 1096, 940
• Prepare and review quarterly payroll forms 941, 944 and TWC
• Prepare and process sales tax returns
• Assist with and review TWC payroll audits
• Prepare and review Personal Property Tax Renditions
• Due to the paperless nature and electronic transmission of much of the reports, returns, and work product, must be able to work in Adobe
• Conduct training and documentation of internal processes.
• Prepare and review Prepared Financial Statements and Compilations