*Job Overview*
We are a forward-thinking CPA, located in Bayamon PR, firm that leverages technology to provide cutting-edge accounting, bookkeeping, and tax services to small and medium-sized businesses. As we grow, we are looking for a tech-savvy Junior Accountant who can help us integrate artificial intelligence (AI) into our processes to improve efficiency and accuracy. This is an excellent opportunity for someone interested in combining their accounting skills with innovative technology in a dynamic, client-focused environment.
*Duties*
Bookkeeping:
Maintain accurate and up-to-date financial records using QuickBooks, AI-powered software, and other accounting tools.
Process accounts payable/receivable, manage invoices, and utilize AI tools to automate routine bookkeeping tasks.
Reconcile bank statements and ensure the accuracy of all general ledger accounts through automated systems.
Tax Return Preparation:
Assist in the preparation of individual, corporate, and partnership tax returns, incorporating AI tools to streamline calculations and data entry.
Ensure compliance with federal, state, and local tax regulations by leveraging AI tools for error detection and compliance monitoring.
Prepare necessary documentation for tax filings and audits, utilizing AI-powered tax software for increased efficiency.
AI Integration:
Assist in implementing and maintaining AI tools that automate repetitive accounting and tax-related tasks, such as data extraction and entry.
Support CPA in using AI for predictive analysis, financial forecasting, and reporting.
Collaborate with team members to explore and apply AI innovations in accounting and tax strategies.
Financial Reporting:
Prepare monthly and quarterly financial reports, incorporating insights generated through AI-driven analytics.
Assist in analyzing financial statements with AI tools to identify trends and improve financial accuracy.
Client Communication:
Collaborate with CPA and other team members to meet clients' needs.
Respond to client inquiries and provide timely updates on projects.
*Qualifications*
Bachelor's degree in Accounting, Finance, or a related field (or working towards one).
1-3 years of accounting or bookkeeping experience and tax returns (internship experience may also be considered).
Familiarity with QuickBooks & Sage.
Strong interest in leveraging AI for accounting, tax automation, and data analysis.
Experience or willingness to learn AI-based financial reporting and tax preparation tools.
Proficiency in Microsoft Excel, especially in utilizing formulas and AI-based Excel tools for data management.
Basic understanding of tax laws and regulations.
Strong organizational skills and attention to detail.
Ability to work both independently and as part of a team.
Job Types: Full-time, Part-time, Internship
Pay: $24,960.00 - $33,348.00 per year
Expected hours: 30 – 40 per week
Benefits:
Dental insurance
Health insurance
Paid sick time
Paid time off
Professional development assistance
Work from home
Physical Setting:
Office
Schedule:
8 hour shift
Monday to Friday
Supplemental Pay:
Bonus opportunities
Education:
Bachelor's (Required)
Experience:
Accounting: 1 year (Required)
QuickBooks: 1 year (Required)
Ability to Relocate:
Bayamon, PR 00956: Relocate before starting work (Required)
Work Location: Hybrid remote in Bayamon, PR 00956