Senior Accountant / Tax Associate (WI, Pleasant Prairie )

ESSENTIAL DUTIES AND RESPONSIBILITIES

• ? Other duties may be assigned:
• The setup of new clients on our accounting system from: Client internal produced financial statements Income tax return Other (local accounting service, incomplete) Ability to compile setup workpapers from incomplete information
• Client internal produced financial statements
• Income tax return
• Other (local accounting service, incomplete)
• Ability to compile setup workpapers from incomplete information
• Understanding the internal and client software systems Greentree Sage Fixed Asset Software QuickBooks Peachtree Microsoft Office
• Greentree
• Sage Fixed Asset Software
• QuickBooks
• Peachtree
• Microsoft Office
• Processing complete monthly financials for clients on a timely basis, on an agreed upon schedule with the client, and reviewing the financials with the client
• Preparing 1040 returns during tax season
• Providing a higher level of support to the client and assisting the client in their business performance.
• Documenting the data for the client and for future reference.
• Discuss Operational Issues with Business Owner: Sales Gross Profit Payroll Operating Expenses Benchmarks Financing Activities Inventory - Discuss internal procedures of inventory Compile Cash Flow Projections and Budgets for clients
• Sales
• Gross Profit
• Payroll
• Operating Expenses
• Benchmarks
• Financing Activities
• Inventory - Discuss internal procedures of inventory
• Compile Cash Flow Projections and Budgets for clients
• Creating and self-reviewing financial reports, workpapers and reconciliations
• Recognizing opportunities for growth within Company (tax, payroll, financial services) and communicating it to the Accounting Manager
• Tracking the delivery of the status of deliverables (in process, review, prelim, final) and communicating on a routine basis to the Accounting Manager
• Maintaining accounting record transaction to ensure proper posting to appropriate balance sheet or income statements
• Client workload expectations Working with multiple customers Preparation of any size business Prepare, Self-Review and Delivery of any size ownership group
• Working with multiple customers Preparation of any size business Prepare, Self-Review and Delivery of any size ownership group
• Preparation of any size business
• Prepare, Self-Review and Delivery of any size ownership group
• Compile financial statements within SAS guidelines and client expectations
• Customer Service
• Other duties as assigned