Accounting Assistant

Job Title: Accounting Assistant Client

Summersgill CPA

We are a well-established, client-focused tax, accounting and consulting firm located in downtown Covington, Louisiana and Key Largo, Florida. Visit our website at: www.summersgillcpa.com.

We are a modern, dynamic organization with a relaxed yet professional work environment. Our team members support each other and the goals of the firm. Overtime is limited to occasional tax-season demand; our team members enjoy an excellent work/life balance.

We strive to provide excellence in client experience and deliverables: business advisory services, tax strategy and planning, bookkeeping, accounting, and tax representation and compliance. Our client list includes individuals, corporations, partnerships/LLC’s, non-profits, estates, and trusts.

Our clients demand a high level of service; we use technology-driven solutions to efficiently and effectively help manage their businesses.

Job Overview

Assist client lead with:

• Perform client accounting services to include client communications, analyzing client accounting records/documents, general ledger activities, bookkeeping, tax accounting, payroll, information reporting, and support for income tax return preparation
• Leverage technology to support client accounting process
• Work with clients to minimize federal, state, and local tax liability
• Research and consult on various tax and accounting projects

Qualifications

• Capable, self-driven team-player with a positive attitude
• Excellent verbal and written communications skills
• Technology savvy—ability to use/adopt current technology
• Strong project management, analytical, and research skills
• Ability to meet deadlines while maintaining attention to detail
• Ability to prioritize work to successfully manage multiple projects and deadlines
• Strong attention to detail, organizational skills, and ability to meet deadlines
• Desire to learn new technical subject matter and adopt technology to enhance deliverables and service
• Ability to handle sensitive documents and information with confidentiality
• Strong proficiency in Microsoft Office Suite and Google Docs/Sheets
• Experience using QuickBooks Online accounting software
• Experience using Bill.com also a plus!

Responsibilities/Duties

Assisting with:

• Act as a key contact for assigned clients and business entities with supervision
• Provide monthly or quarterly bookkeeping for clients, with different levels of services, from support and assistance to full-service bookkeeping and accounting including payroll and sales tax
• Work through the entire accounting cycle including data retrieval, data entry, reconciliation, creating financial statements, analyzing the financials, and reporting to management
• Prepare reports, spreadsheets, and analysis relating to accounting information
• Communicate with clients to obtain accounting records, answers to inquiries, and provide excellent customer service
• Manage third party apps and software
• Manage third party payroll processes
• Apply our systems and procedures to create standardized work papers and records
• Gather financial information and prepare tax filings for various compliance reporting requirements (1099s, personal property tax statements, worker comp audits)
• Work closely with tax team members to complete year-end close and book/tax schedules
• Assist with client adherence to compliance-related deadlines such as extensions, tax estimate requirements, tax return filings, and other tax-related services
• Accumulate, analyze, and process financial accounting data used to prepare tax returns, tax planning, and estimated tax payments

Compensation/Benefits

We value our team members’ time and efforts. Our commitment to your success is enhanced by our competitive salary based on experience and workload, a retirement plan, health insurance reimbursement, paid training/development offerings, flexible work schedules, remote/telework when feasible, and paid time off.

We maintain the best possible environment for our employees, and strive to provide a collaborative, creative environment where each employee is encouraged to contribute to our processes, planning, and culture.

How to Apply

If you meet the qualifications for this position and are interested in this job opportunity, please submit a cover letter and resume please INCLUDE: “Accounting Assistant” in the subject line of your email.

Personal references and letters of recommendations are highly desired. Qualified applicants will be contacted to set up an interview appointment. Please no calls or walk-ins.

Benefit Conditions:

• Only full-time employees eligible

Work Remotely

• No

Job Type: Full-time

Pay: $14.00 - $16.00 per hour

Education:

• Bachelor's (Required)

Experience:

• Accounting: 2 years (Required)

Work Location: In person

Salary : $14 - $16