Description

Summary

The Tax and Business Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Prepare and compile complex financial statements
• Perform routine accounting functions in NetSuite (reconciliations, journal entries, etc)
• Perform full charge bookkeeping functions to include bank, credit card, and other account reconciliations, accounts payable and accounts receivable functions, payroll processing, etc
• Post entries to general ledger
• Document and ensure proper keeping of financial records and workpapers
• Responsible for communication with client on an ongoing basis
• Accountable for workflow and reports as requested by leadership. Ability to effectively communicate workflow to leadership on an engagement.
• Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
• Participate in firm and departmental initiatives and administration of the department
• Regular and timely attendance

Required Competencies

• Execution - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
• Subject Matter Expert - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, accounting theory, etc)
• Technical Skills - Thorough understanding of business concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
• Communication Skills - Communicates clearly with clients and JTaylor personnel
• Problem Solving - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
• Cultivation of Relationships - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
• Intuition - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
• Initiative - Is a self-starter, actively looks for additional work, can function independently as appropriate
• Self-Awareness - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervisory Responsibilities

This position has oversight of assigned projects.

Requirements

Required Qualifications

• 3 years of Accounting related work experience
• 2 years NetSuite and QuickBooks experience 
• Associates degree or higher
• Knowledge of accounting theory
• Current and valid driver’s license
• Ability to establish priorities and perform work in a timely manner
• Effective oral and written communication skills
• Proficient in Microsoft Office products (Word, Excel, Outlook)

Preferred Qualifications

• Bachelor’s in Accounting or related degree
• CPA or CPA eligible

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Additional hours as needed to meet client expectations and deadlines.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Position Type

This is a full-time position. Our standard business hours are 8:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:30 a.m. to 4:00 p.m. Additional hours and weekend hours will be required during peak busy seasons.

Travel

Travel may be required on occasion. 

Same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle.

Occasional out-of-town travel with overnight stay for work at clients, meeting, or seminars.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.