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Located in Westlake Village, CA, we are a growing CPA firm with a solid reputation based on our quality tax, accounting and financial planning services. We have multiple locations in the Los Angeles area providing services to a wide range of clients and industries. We offer excellent compensation packages, bonuses and benefits including health, retirement and education.
The candidate must have the following skills and qualifications:
SKILLS & REQUIREMENTS:Proficient in Microsoft Office software including Word, Excel, Outlook & PowerPoint.Previous experience with Quickbooks (Online & Desktop versions)Tech-savvy and able to resolve basic IT issues while working in a paperless environment.Strong skills in learning new computer softwareAbility to use office equipment, including but not limited to a computer, copier, scanner, etc.Successful completion of some accounting classes and previous work experience in a CPA firm preferred but not requiredKnowledge of CCH software helpfulDetail oriented and have strong organizational and problem-solving skills.Good oral and written communication skills on the phone and via email. customer-focused.Able to handle all tasks in a timely manner and have a sense of urgency.Team-player, Positive attitude, Good interpersonal skills.Process driven with the ability to prioritize and have good follow-up/follow-through skillsAbility to multi-task in a fast-paced professional work environment.
JOB DESCRIPTION:Manage Billing, A/R, Retainers and Invoice processAssemble business and individual tax return packages for government filing.Electronically send tax returns and other documents securely to clients.Manage staffing meetings, assignment of work to professional staff, assemble monthly due date reports.Run employee timesheet reports and payroll detailsAssist with client’s payroll filings, 1099s, city business licenses, statements of InformationSchedule and coordinate continuing education trainings for firm’s professionalsProcess and mail year-end tax documents to clients, including tax organizersTax engagement letter preparation and tracking.Handle inbound and outbound firm correspondence with clients via telephone, email, mail, and fax from internal and external sources.Manage organize and update relevant data using database applications.Maintain and track client projectsBookkeeping for businesses and high net worth individuals
Vacancy expired!