JOB SUMMARY: 

The Accountant is responsible for the creation of the information required to compile financial statements to clients in a timely fashion. In addition will need to be able to prepare corporate and individual tax returns. Success of this position is measured by utilization rate, client retention, client satisfaction, and relationship.

ESSENTIAL DUTIES AND RESPONSIBILITIES: – Other duties may be assigned:

• Understanding the internal and client software systems
  • QuickBooks Desktop and QuickBooks Online
  • Microsoft Office

• Understanding of clients’ POS systems and operations
• Reconciling balance sheet accounts including but not limited to bank accounts, accounts receivable, and accounts payable
• Preparing and reviewing income statements
• Maintaining clients’ workpapers up to date
• Providing high level of support to the internal staff
• Tracking the status of deliverables and communicating on a routine basis to the team
• Providing appropriate customer services to internal and external clients
• Preparation of Corporate and Personal tax returns.
• Completing other duties as assigned
• Recognizing opportunities for growth within SAS (tax, payroll, financial services) and communicating it to the Accounting Supervisor
• Client workload expectations (typically assigned up to 30 clients)

EDUCATION, EXPERIENCE, QUALIFICATIONS AND SKILLS:

• • Associate’s degree in accounting or relevant experience of 3+ years is required.
  • Ability to handle numerous responsibilities and meet deadlines is required.
  • Strong verbal and written communication skills are required.
  • Proficiency in QuickBooks Online and QuickBooks Desktop is required.
  • Proficiency in Microsoft Excel (V-Lookups & Pivot Tables) is required.
  • Past experience in preparing income returns is required. Experience with Ultra Tax is preferred.

PHYSICAL REQUIREMENTS:

NOTE:  This is largely a sedentary role; however, filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.