Job Summary
The ideal candidate will be primarily engaged in the review and preparation of accounting and all aspect of full-cycle bookkeeping function for our clients, including but not limited to the review and preparation of payroll, pay-stubs, monthly tax deposits, quarterly returns and annual payroll return. The Accounting Staff is also expected to review and prepare tax returns for accounting clients during Tax Season. This includes, but is not limited to, Puerto Rico and Federal Income tax returns for individuals and corporations, Personal Property Taxes, Sales and Use tax returns, among others.
Responsibilities and Duties:
Daily bank transactions and monthly reconciliation, journal entry posting to General Ledger, A/P & A/R.
Fixed assets and depreciation schedules.
Payroll transactions.
Calculates income tax withholding for professional services paid.
Responsible for paying the monthly tax withhold.
Prepare sales and use tax and quarterly tax returns.
Prepare and assist with simple to complex tax returns for individuals and businesses
Perform tax research when necessary
Assistance with office duties and related tax and accounting work, as needed by other team members.
Adhere to the firm's policies and procedures.
Education:
Bachelor's degree in accounting or related field or three years of a program from an accredited university with a 3.0 GPA or above
CPA License (optional)
Experience:
Three (3) or more years of prior experience in preparing Puerto Rico tax returns, bookkeeping, or related fields
Two (2) or more years of prior work at a CPA firm
Qualifications and Skills:
Knowledge of accounting concepts involved in tax return preparation.
Strong technical, analytical, and organizational skills.
Knowledge of QuickBooks Online
Proficiency in using office software including Microsoft 365 (Excel, Word, PowerPoint, Outlook, Teams)
Excellent verbal and written communication skills in both English and Spanish.
Able to work well in a team environment, follow instructions, and meet deadlines.
Professional, friendly demeanor with superior customer service skills.
Superior multi-tasking and organizational skills.
Attention to detail and a commitment to maintaining accurate records
Job Type: Full-time
Benefits:
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Education:
Bachelor's (Required)
Experience:
Tax: 3 years (Required)
Language:
English (Required)
License/Certification:
CPA License (Preferred)
Work Location: In person
