CPA Tax Advisors, LLC is looking to hire a Part-time Operations Associate.
Part-time
ABOUT US: CPA Tax Advisors, LLC is a dynamic and rapidly growing CPA firm dedicated to providing top-tier tax services to individuals and businesses. With a team of experienced professionals, we offer comprehensive tax solutions, ensuring our clients navigate the complex tax landscape with confidence. Join us as we embark on a journey of professional growth, learning, and real-world experience in the exciting world of taxation. Responsibilities:
Manage bookkeeping activities, ensuring accuracy and completeness of financial records
Generate monthly bookkeeping reports for review by the accounting team.
Follow up with the accounting team to address any outstanding issues or queries.
Prepare and submit various reports to the accounting team as required.
Review intake forms to ensure all necessary information is provided and address any discrepancies.
Ensure all documents are reviewed, completed, and filed appropriately.
QUALIFICATIONS:
Proficiency in Quick Books and Smartsheets
Experience with financial reporting and bookkeeping
Ability to manage multiple tasks and meet deadlines without supervision
Computer Skills
Knowledge of tax preparation processes and intake forms